--- title: Custom Fields | Roll Credits Help Center description: Guides --- [Skip to content](https://help.rollcredits.io/custom-fields-roll-credits-help-center#main-content) ![](https://help.rollcredits.io/hs-fs/hubfs/RC%20Horizonal%20Logo.png?width=150&height=30&name=RC%20Horizonal%20Logo.png) Open main navigation Close main navigation - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Guides](https://47441426.hs-sites-na2.com/?hsLang=en) 2. [Company](https://47441426.hs-sites-na2.com/company?hsLang=en) # Custom Fields | Roll Credits Help Center ### Custom Fields This article details the process of creating, editing, and using custom or free fields in RollCredits. Written by Chase Gladish November 27, 2024 ### Accessing Custom Fields **Step 1:** Navigate to the sidebar. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/a4179f4b-a19d-4101-9f3a-f98127b8a5fc.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286139/130ea467171fa717880bb51de357/a4179f4b-a19d-4101-9f3a-f98127b8a5fc?expires=1783358100&signature=a5a94cc950d6b3eec766f38a129af164b33d1813ee8336f9a4704d4ff58fe0f2&req=dSIhEct2m4BcUPMW1HO4zbqBHJiAr6ZyddBOFkhbV7vHl2lf%2FrAywjdw9eYT%0AR2W9ujGQgCJGNVVaevA%3D%0A) **Step 2:** Select the **Custom Fields** option within your company settings. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/6e25fdac-9ab6-4b71-908c-520d30efb369.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286156/50dd6520877eadf0553f4116856b/6e25fdac-9ab6-4b71-908c-520d30efb369?expires=1783358100&signature=cfd4a3df66af0441ca8b818f4d9fcc1ffdb65071270b600386401b808c8900f5&req=dSIhEct2m4BaX%2FMW1HO4zbhfBYaDbn7USEk%2BGuslFFln82UXZ7tI%2FS2Vc2GB%0AUMtghZ3JHsJ%2FpEEZHoE%3D%0A) ### Creating Custom Fields **Step 1:** Navigate to the **Custom Fields** page. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/968db7c2-b98d-43a1-a196-49edfa4f74cc.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286148/244933e30ae1eb11f7d35c16fa0c/968db7c2-b98d-43a1-a196-49edfa4f74cc?expires=1783358100&signature=82f8ec3d5b3a361b63646b97effe96a895138f6a6dbe77a0e6dc3ce686d9986d&req=dSIhEct2m4BbUfMW1HO4zY9rMHcdqAF1Ecp2rA2vAB4NOMbsRubuuyvrSuK%2F%0Ab%2BtvflhP2D%2BIAxtyDKE%3D%0A) **Step 2:** Click on **Create**. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/632f7288-25d2-4df6-87a1-6c0413999ca6.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286150/245b39723137fb770d694e5f200d/632f7288-25d2-4df6-87a1-6c0413999ca6?expires=1783358100&signature=51663e195e4f526023abbc2f2dc06db412d256869bdee96bd9c1757a0dc4b3e2&req=dSIhEct2m4BaWfMW1HO4zdH9MC5RIfYW%2BDsQRfGn%2FjKglafILEhrYvfknKbG%0AZzwJeLeid2eTAKa1S9k%3D%0A) **Step 3:** Choose from a list of options depending on the type of custom field you want to create. Options include a free form text field, a number, a currency amount, a drop down, and more. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/460cd65b-0b5e-4376-b77b-bc364ce69254.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286142/1599e3c03eb852f7a092cf114663/460cd65b-0b5e-4376-b77b-bc364ce69254?expires=1783358100&signature=a9d9d128bd9bce00aba5526d2240480bfb39bd7d3cfc9e53ef7fda8bd74a8e4f&req=dSIhEct2m4BbW%2FMW1HO4zTfKu%2BGGgKs0HIajRMLC%2FN6jHGv54eYFMvjCKODC%0ACTBzYIrjOy8lCI2bdWw%3D%0A) **Step 4:** Edit the name of the field. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/acda5f0b-4869-49ee-9bc8-f3b314604ea1.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286154/92ef02a8ecead439ba5e412a89e0/acda5f0b-4869-49ee-9bc8-f3b314604ea1?expires=1783358100&signature=c290a3ca3f36c8fdcc30ac56a675dcbc90e7eb90bceb360d5961855841535e2b&req=dSIhEct2m4BaXfMW1HO4zVptOOaXRc3xApRPStBQveSZyzpAHkiv9Yt7m9G6%0AU1vWNH8q4cGR54uxrsg%3D%0A) **Step 5 (Optional):** For Dropdown fields, add any options to make available from the dropdown. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/6774229e-a30c-4061-812e-aad40277eb47.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286144/a224fa36d2ebab994607b360d606/6774229e-a30c-4061-812e-aad40277eb47?expires=1783358100&signature=8f11cacead582ca5f25cdcc2fb089783b1d938c8795bb478015fd3e63b7c371c&req=dSIhEct2m4BbXfMW1HO4zRNVAoWUyyy7TWmZUwPLN5CJxFX%2FfFHHD9YQxwS1%0AAABRi4k8hFZAyos%2BspQ%3D%0A) **Step 6:** For Formula fields, enter in the desired formula. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/6895b984-c217-40ae-8715-a4633fd779c1.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286146/7bcd99c39bfd0f3a6da9fc778543/6895b984-c217-40ae-8715-a4633fd779c1?expires=1783358100&signature=617f989293c1cbfc46c585034404997b97fb6fc94aa262e99e47e81bd757e08b&req=dSIhEct2m4BbX%2FMW1HO4zYwyL93yaIAhrqmN2hNAcbW3sjrCxmBlH16HxZnN%0Ay%2BuA8fYKXz%2F9%2F7tIkDM%3D%0A) **Step 7:** Confirm and save. ### Editing Custom Fields Edit existing fields by clicking on the drop down and selecting **Edit**. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/d9ff6b7b-355b-41bf-ade6-dde33dab04ef.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286158/9d46bebadfacef55b0a0b8cece90/d9ff6b7b-355b-41bf-ade6-dde33dab04ef?expires=1783358100&signature=6b75d650d9c762a7e2bd5ae13e0501695ca7301aaefedec58e5407ae5f4b505a&req=dSIhEct2m4BaUfMW1HO4zZrBpZ2Ecx4MnNlSOGrdreaNUsd8CcQKCWUnjd43%0Asi2r828eqosVtcs51wk%3D%0A)[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/ebbdd2b4-c421-42f7-af43-21caa44c861e.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286140/2e7bf456661bef264faa51c50744/ebbdd2b4-c421-42f7-af43-21caa44c861e?expires=1783358100&signature=a367d7ff388d0b169ea69ff77d2a44bf7c2a6de885f6a055a149c83d2a2a6a00&req=dSIhEct2m4BbWfMW1HO4zZc02AkE2BScwnZx2kpAVV3IWlVOBNG8%2BTnlC1H7%0A5CqNhmkA424gnquo%2Be4%3D%0A)[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/978daf9e-7fbc-493a-9822-00e2f196afa6.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286149/e972d8b3bcffd3117a73e1259f36/978daf9e-7fbc-493a-9822-00e2f196afa6?expires=1783358100&signature=a8d2fc16b617291445b781c25ae62b1febfaf5c8963f1e45ce5c208d7afdee9f&req=dSIhEct2m4BbUPMW1HO4zQzA4kfO2W%2BjZMIBPBQAH4kghw3Egu6dyoz%2BLCDZ%0AZXs1yDXS1adXVaM%2FbFY%3D%0A) ### Using Custom Fields Navigate to the transactions page. The custom fields created are now editable within this page. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/5f307b94-4783-4603-bae2-d38616ce7743.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286155/ce453cff81fcee9a62cd4bab8693/5f307b94-4783-4603-bae2-d38616ce7743?expires=1783358100&signature=d558e35db93a3cde4c291d236a820ce2956a3dbe270bbc08dd0e219097fa950f&req=dSIhEct2m4BaXPMW1HO4zaYGQjgaap8PkhZ4ZFwpEnRm3xYwi2%2FBc08tF0U%2F%0AteWDtkhhtp6NOiVBn94%3D%0A)[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/40b80f47-6c92-4bf2-bcec-11f26ee24487.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286147/88639f0a5c6f7733311c0a4a5328/40b80f47-6c92-4bf2-bcec-11f26ee24487?expires=1783358100&signature=f5f396d59adb69e05a97c00f5164eb4a83aacbd301074860df6606b2a95f440a&req=dSIhEct2m4BbXvMW1HO4zQVnQ%2FpLyCLWRmhzt2YRwGT%2BzMRGZJrFcU6HPVNQ%0Ar7b2HZxYaTSLZHRNktg%3D%0A) The custom fields are also visible and editable from the side panel when reviewing a transaction. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/1bface17-723c-4ab5-b860-49a9628abcec.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286141/ecf131aac51301c9ed006138a4ae/1bface17-723c-4ab5-b860-49a9628abcec?expires=1783358100&signature=1a4ef98eb15349302bc6a22fc9ab3023ae8a81eb028dc47c2feec94e0a1656ea&req=dSIhEct2m4BbWPMW1HO4zQHNFlFxcGJvcN%2BqeK%2FWIbxaO8FPYGFOt8UzQNDm%0AOmHffKn30jH5O0omLm8%3D%0A)[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/0fc1e85a-34e0-4c2b-91a9-d0ee44082212.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286145/702e9e57c13dba9ab834665cfb59/0fc1e85a-34e0-4c2b-91a9-d0ee44082212?expires=1783358100&signature=986fc06ef7d4b7cdd94be06eb9f697950ca25fdcd7209ba375026d70e4427643&req=dSIhEct2m4BbXPMW1HO4zWFBCFwHy99d9ymlr6yxippd%2BiDmAvDkApvn8xTN%0AtRoGVxOtqOy42mv12c4%3D%0A) ### Creating Line Item Custom Fields Custom fields can also be added for category or account line items within transactions. Creating and editing follows the same steps as creating or editing transaction custom fields. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/c8c3dd2c-2840-4692-8922-8ed9852b493c.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286153/03e4d0ce02407bd9830265690139/c8c3dd2c-2840-4692-8922-8ed9852b493c?expires=1783358100&signature=4290b36b73fd8788f52d6e065dbda5cfa43416cd76ba71e7fe786dc734c0eb10&req=dSIhEct2m4BaWvMW1HO4zQAHmcogWz15Ywp5qIIT8ox2apG%2BmZxVtt5RGEL0%0AHIKXfwJvkEPu2swsI24%3D%0A)[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/a2c3728b-265d-400e-a529-24d0cc905dc9.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286157/52ef8396f33ada9ee2480f2053d8/a2c3728b-265d-400e-a529-24d0cc905dc9?expires=1783358100&signature=e4e0705ffe64cbf0bcd13b465c6f670bf48f0ec2708c68633fa33f024a87079c&req=dSIhEct2m4BaXvMW1HO4zYC9HZk%2FbqvY5JNS9%2FL%2BL%2F1AqNPjvyl6oyCSIGqT%0A5Z7aorJJeXxxBu1SqLU%3D%0A) ### Using Line Item Custom Fields Line item custom fields can be viewed and edited from the sidebar within the transaction breakdown. [![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/0af0ec63-26d7-4fe8-abf7-c9768b9a52fc.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286151/34190263da9f65927f831b9fa92f/0af0ec63-26d7-4fe8-abf7-c9768b9a52fc?expires=1783358100&signature=db8d8cb4b3b7223a8ebbb3405e60e96a7f3b6a42d91565a411fcba817b12982a&req=dSIhEct2m4BaWPMW1HO4zYHwWQrzrgoBW%2B27dQYCF1D%2BAeUzp%2B%2FEMbuyTT23%0ArvUuEl10Zwtiwlc4eaA%3D%0A)[![](https://help.rollcredits.io/hubfs/Knowledge%20Base%20Import/692881de-9bd7-45c4-b1f7-b0abd33230b1.png)](https://downloads.intercomcdn.com/i/o/z020dswv/1267286152/2ed3dfeea0296b041a239c4d5ed5/692881de-9bd7-45c4-b1f7-b0abd33230b1?expires=1783358100&signature=0bb6cb8900e708e84b235d5b4d8157ffcae464af8257cf26c38823d814ccbb31&req=dSIhEct2m4BaW%2FMW1HO4zd5QZ4FRq7Hv%2B2xceQQn9288RENJ%2Bi8tOOP%2F88%2BY%0AfQbMhoMZ3zqlkKseIvs%3D%0A) - [FAQs](https://47441426.hs-sites-na2.com/faqs?hsLang=en) - [Project](https://47441426.hs-sites-na2.com/project?hsLang=en#main-content) - [Team](https://47441426.hs-sites-na2.com/project?hsLang=en#team) - [Payments](https://47441426.hs-sites-na2.com/payments?hsLang=en) - [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en) - [Payroll](https://47441426.hs-sites-na2.com/payroll?hsLang=en) - [Payroll](https://47441426.hs-sites-na2.com/payroll?hsLang=en) - [Budget](https://47441426.hs-sites-na2.com/budget?hsLang=en) - [Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#main-content) - [Edit Transactions](https://47441426.hs-sites-na2.com/transactions?hsLang=en#edit-transactions) - [Cards](https://47441426.hs-sites-na2.com/cards?hsLang=en) - [Company](https://47441426.hs-sites-na2.com/company?hsLang=en) - [Approvals](https://47441426.hs-sites-na2.com/approvals?hsLang=en) - [Settings](https://47441426.hs-sites-na2.com/settings?hsLang=en) - [Reconciliation](https://47441426.hs-sites-na2.com/reconciliation?hsLang=en) - [User Role Guides](https://47441426.hs-sites-na2.com/user-role-guides?hsLang=en) [![](https://help.rollcredits.io/hs-fs/hubfs/RC%20Horizonal%20Logo.png?width=150&height=30&name=RC%20Horizonal%20Logo.png)](https://rollcredits.io) Copyright © 2026, RollCredits