Field Settings

Field Settings control which fields are visible in the Document View and how they are arranged. This is configured per entity.

Accessing Field Settings

Admin or Owner role required to edit. Members cannot see this tab.

1. Navigate to Entity Management and click on an entity.
2. Select the Field Settings tab.

Header Sections

The top part of the Field Settings page shows Header Sections — the collapsible groups that organize document information in the Document View. Default sections include:

• Basic Information — document number, dates, periods.
• Supplier — supplier/vendor details.
• Recipient — your entity details as they appear on the document.
• Financial Summary — currency, subtotal, tax, totals.
• Comment — free-text notes.
• Dimensions — header-level dimension assignments.

Each section shows the number of fields it contains (e.g., "Basic Information (8)").

Toggling sections

Each section has a toggle switch. Turn it off to hide the entire section from the Document View. Turn it on to show it.

Reordering sections

Use the up and down arrow buttons next to each section to change the display order. Sections appear in the Document View in the order shown here.

Adding a section

Click + Add Section to create a custom header section. You can then add fields to it.

Editing a section

Click the pencil icon next to a section name to rename it.

Deleting a section

Click the trash icon next to a section to remove it. Built-in sections cannot be deleted.

Line Item Columns

The bottom part of the Field Settings page shows Line Item Columns — the columns that appear in the Line Items table on the Document View.

Each column shows:

• Column name — the field name (e.g., Title, Description, Quantity, Price, Total).
• Width — the column width in pixels. You can change this by editing the number.
• Toggle — turn columns on or off. Hidden columns do not appear in the Document View.
• Dimension badge — columns that represent dimensions are labeled with a colored "Dimension" badge.

Default line item columns include: Title, Description, Partner code, EAN, Service period start, Service period end, Unit, Quantity, Unit price (excl. tax), Total (excl. tax), Tax rate, Tax amount, Total (incl. tax), and one column per configured dimension (VAT Rate, Cost Center, Employees, Product, etc.).

A dimension column can also be filled by a matching rule that reads the line, for example the product whose supplier code is on that line. Each line is matched on its own, and the rule changes that line's value only. See Dimensions.

Reordering columns

Use the up and down arrow buttons to change the column display order.

Making a lookup field

A lookup field picks its value from a dimension, for example a project or a cost center.

1. Open Workspace Settings › Fields and click Add Field.
2. Enter a name and choose the type Lookup.
3. In Dimension, choose the dimension it reads. Every dimension of your entities is listed once.
4. Click Create.

The dimension is fixed once the field is made, and the field's page shows its name. Place the field in a view or a table as you would any other field. An entity that does not have that dimension does not use the field.

A field's own settings

Open Workspace Settings › Fields and click a field to see how it looks and behaves everywhere it is shown.

• Decimals is one row with At Least (decimals always shown, even when they are zero) and At Most (every saved number is rounded to this many). When At Least is smaller than At Most, trailing zeros are dropped down to At Least, so 2.50 stays 2.50 and 3.10000 shows as 3.10.
• Height is how many lines a text box is tall, 1 to 20. Longer text scrolls inside the box, and the box does not grow while you type.
• Date style is date only, or date and time.
• A setting that does not apply to a field's type is not offered. A setting that only applies in a table is shown for table fields only.

A view can show a field differently, for example another Height or Date Style; see Views.

Colour rules and hiding a field by a condition

A field can carry two more settings: a colour rule, which marks the field (for example with a red background) when a condition holds, and a hide rule, which hides the field, or a line field's whole column, always or when a condition holds. There is no screen for these yet: they are set through the Finpilo API or by an AI assistant (see AI Assistants).

Merging and splitting lines

Each field also says what its column becomes when lines are merged or split, by hand in the Document View or by an automatic step. On merge is first (the value of the top line, the default), last, sum, average, an average weighted by another column, or a formula. On split is copy (the default), divide, or a formula. As Finpilo sets them up, quantities and amounts add up and divide, and the unit price is weighted by quantity and copied. There is no screen for these settings yet: they are set through the Finpilo API or by an AI assistant (see AI Assistants).

Saving changes

After making any changes to header sections or line item columns, click the Save button at the top of the page. Click Reset to discard changes and revert to the last saved state.

Impact of changes

Field Settings changes apply to the Document View for all users working with this entity. They do not affect the underlying data — only what is displayed. Hidden fields still exist in the data and are included in exports.