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.

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

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

3. in "Code" field enter "cf_billing_information"

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

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

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"

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

• Open a task and go to Custom Fields tab

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