Set Up Fields

Creating fields in Rillet allows you to customize how your organization manages data. This flexibility helps you tailor workflows to specific categories, improving accuracy in accounting and reporting. When you create a new field, you define its type (for example, “Department” or “Expense Type”) and set rules for how it will be used. This customization enhances clarity and streamlines data entry.

How Fields Work

Fields act as customizable data categories used across your organization. Each field can include predefined values and optional rules that determine when it must be completed.

Create a Field

Follow these steps to create a new field:

1. Click your company logo in the lower-left corner

2. Go to Organization Settings > Fields.

   
3. Click on the Add Field button in the upper right corner of the screen.

4. Enter a name for the field in the Field Name box.

   
5. In the Values tab, select Add Value to add specific values applicable to the new field.

   Note: For example, if creating a "Department" field, you might include values like "Sales," "Marketing," or "Finance."

   
6. In the Rules tab, toggle on Mandatory if you want to make that rule mandatory.

   Note: You can only create Rules if you have added Values.

7. Select a display option in Show as. You can select:

   • Standalone field: Sets fields as text boxes. It is recommended for fields that apply to all transactions. e.g. Department, Location, Segment.

   • Free tagging field (only available for non-mandatory rules): Allows you to complete fields with multi-selectable tags.Recommended for fields that do not apply to all transactions. e.g. Event Costs, Software Capitalization Costs.

     
8. When you are done, select Save to complete the process.

   

Manage Fields

You can edit, delete, or manage existing fields as needed:

• Editing and Deleting Fields You can rename unused fields without affecting data. Used fields cannot be deleted unless all instances of their use are removed.

• Mandatory Fields Users must complete mandatory fields before continuing. For example, if the “Customer Segment” field is mandatory, it must be selected when creating a contract.

• Free Tagging Ideal for optional fields, allowing users to tag multiple elements such as “Conference ABC” or “Workshop XYZ” in expense reports.