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Billing Information

Billing Information
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Customization Guide  » Billing Information

Billing Information

Billing Information custom field contains any information related to the task expenses. This information can be of any format: currency, text, integer, percentage, etc.

Billing Information

You can use Billing Information custom field when you need to view, edit, sort or filter the tasks by Billing Information.

To create custom filed Billing Information please follow the steps below:

 1.  Go to: Tools/Custom fields and press "Ins" button

Billing Information

2. in "Title" field enter "Billing Information"

Billing Information

3. in "Code" field enter "cf_billing_information"

Billing Information

4. in "Type" field select "String" and click "Ok" button

Billing Information

If you would like to enter the information with currency format please select "Currency" in "Type" field

Billing Information

5. to display the value of custom field Billing Information on Task List or Task Tree please go to Task List or Task Tree, click Task List Columns or Task Tree Columns button   and check the custom field "Billing Information"

Billing Information

6. to enter the value for custom fields "Billing Information" please do the following:

  • Open a task and go to Custom Fields tab

Billing Information

  • Enter the information related to the task expenses in field "Billing Information" and click "Ok" button.

Billing Information


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