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Manage Receivables Fields & Customization in Centime

Learn how to manage fields in Centime to personalize your receivables process. Set visibility, editing permissions, and sync with NetSuite or Sage Intacct for complete AR control.

🔐 Required permissions: Manage AR Email, Payment Settings & Custom Fields

🧾 Receivable Fields Overview

Receivable fields provide additional detail for customers and invoices, allowing you to segment views and make more informed decisions.

Field Types

  • 🧮 General Ledger Fields – Pull up to 10 fields each for customers/projects and invoices (20 total) from NetSuite or Sage Intacct.

  • 🛠️ Centime Custom Fields – Create fields unique to your internal processes, independent of your accounting system.

Common Field Setup Elements

Before diving into the specifics of General Ledger and Centime custom fields, here are the common elements shared by both field types:

  • 🧭 Navigation: Settings > Receivables > AR Fields 

  • 🧾 Customer or Invoice Level: Fields can be created for either customers or invoices

  • ⚙️ Define Usage: Configure visibility and editability for both the Receivables Module and Customer Portal

    • Coming soon: Ability to enable customer to edit fields in the Customer portal. Intended to facilitate dispute resolution. 

  • 💾 Save: Confirm changes by saving your field setup

  • 📝 Editing: Use the edit or bulk edit actions in the Receivables module to update values 

Key Differences

General Ledger Fields:

  • Pulled from NetSuite or Sage Intacct (up to 20 total: 10 customer/project + 10 invoice fields)

  • Synced during general ledger sync cycles

  • Only list-type fields can be edited, and changes sync back to your accounting system (up to 20 total: 10 customer/project + 10 invoice fields)

  • Synced during GL sync cycles

  • Only list-type fields can be edited, and changes sync back to your accounting system

  • These fields will not appear in Centime until a sync has completed, as the values must first be fetched from your accounting system

Centime Custom Fields:

  • Created and maintained directly in Centime

  • Ideal for capturing internal processes not reflected in your accounting system

  • Offers both list and text field types

Managing Fields in the Receivables Module

Once fields are set up in settings:

  • 🪟 Add to Tables: Use the hamburger menu in your tables to select visible columns. Save the view for future use.

  • 📌 Project Fields: These are indicated with a (P) in the column header.

  • 🔍 Filtering & Sorting: In the Customers tab, filter and sort using custom fields for enhanced insights.

  • ✏️ Editing Fields: Editable list-type fields can be updated in the Customer and Invoices tabs. Edits sync back to NetSuite and Sage Intacct.

By using custom fields from your GL and within Centime, you can tailor your AR workflow to align perfectly with your business needs — improving visibility, flexibility, and control across the receivables process.