The Select fields dialog

To access this dialog:

Select fields
Both

Cancel

OK

Use the check boxes to determine which fields you want to include in the copy/upgrade.
Titles

Document profile

Field type

Name

Both
Both
You can click the browse button to adjust the titles for each field profile. (Function available only when copying documents.)
NetValue
VATRate
VATValue
GrossValue
Currency
OrderNumber
Unit
Price
LIVATValue
LIVATRate
LITotalValue
DueDate
Field profiles shared by the original document profile and the new document profile are labeled "Both".
Both
Both
Both
Original
Copy
Copy
Copy
Copy
Copy

 

Use these settings when copying or upgrading document profiles:

 Document profile

Specifies the existing document profile, the new document profile, or both.
Field type

Specifies the field type the field is to be associated with.
Name

The name of the field.
Copy

Determines whether the field is copied to the new document profile.
Browse (...)

Displays the Edit field titles dialog.

Note: If you deselect the currency or invoicecredit fields in this dialog, they will not appear in the document profile, but they still appear in Verify. This is because currency and credit/debit are settings as well as fields. These settings have the appearance of fields in Verify for ease of use and because they are often connected to fields as well.

Related topics

Copying document profiles

Opening, closing, saving, and deleting document profiles