Overview

The custom text libraries (system configuration cog → appearance) feature enables you to configure up to six custom text fields that apply to timesheets, shifts, or expense items. While creating these fields, you can configure labels, enablement options, and define any required dependencies. You can set up a list of permitted values for these fields, with the option to specify effective dates.

These libraries can then be linked to placements and will only apply if active and relevant to the specific entry type. According to the custom text library settings, these fields will appear on the timesheet, shift, or expense entry screens, allowing users to select from predefined options, which are filtered based on date and parent field selections.

Key features:

• Define up to six configurable custom text fields, complete with labels, enablement options, and optional relates to (dependency) settings

• Set up a list of permitted values for these fields, with the option to specify effective dates

• Filter available values based on date and parent field selections

• Override custom text labels (system configuration cog → entity custom fields) in entry screens when a library is active

• Supports bulk entry of values using CSV upload

Using custom text libraries

• Accessing custom text library

• Creating a new custom text library

• Assigning custom text library to placement

• Viewing custom text library fields on timesheet, shift, and expense entry

• Consolidating invoices based on custom text fields

• Grouping items on invoice based on custom text fields