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 type, number, dates, periods.
• Supplier — supplier/vendor details.
• Recipient — your entity details.
• 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, Period Start, Period End, Unit, Quantity, Price, Total, Tax Rate (%), Tax Amount, Total Inc. Tax, and one column per configured dimension (VAT Rate, Cost Center, Employees, Product, etc.).

Reordering columns

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

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.