Custom Records & Fields

A custom record type is an entry form you create to collect information specific to the needs of your business. You can attach information from custom records to entities, items or transactions using custom fields.
For example, you may want to keep track of your company's computer and electronic equipment. Since a record specific for this purpose does not exist in JCurve, create a custom record type titled Equipment. In the custom record, create custom fields to store information such as serial number, location, purchase date, date of last service and warranty information. Once the record type is created, data can be entered into individual records.

Custom fields are fields that you can add to your records and transactions to record information specific to your business needs. Record custom fields can be added to existing and custom subtabs on the entry forms you use to enter records in your JCurve account. Transaction custom fields can be added to the top (body) or the line items (columns) of transactions.