Field Group

Once a Field Label is set up, you must now put elements in the group for that field.

Creating a new Field Group:

1. Click on Expense to expand the menu.
2. Click on Additional Fields to expand the menu.
3. Click on Field Group.
4. In the Field Group window, click the Add button.
5. Enter an ID in the Group ID field. The maximum length of this field is 20 characters.
6. In the Name field, enter a name to identify the field group. The maximum length of this field is 100 characters.
7. In the Active field, check the box if this custom field group's elements are to be available for selection now.
8. Click the Save button.
9. Once you click Save, another tab will show up called Group Details. Click on Group Details.
10. Click on Add.
11. Enter a code in the Field Code area.
12. Enter a name in the Name area.
13. Give the line a description in the Description area if you would like.
14. Select whether this line is available for selection by select Yes or No under Active.
15. Repeat steps 10-14 as necessary until all the group details are entered.