Edit a Field Set

Overview

A field set is a grouping or collection of fields that display on an object. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. Accounting Seed allows you to add or remove some fields, as well as change the display order for the added fields.

The table below provides the current Accounting Seed supported field set configurable objects.

Objects	Field Sets
Billing	Cash Receipt Apply Credit Memo Apply Mass Add Edit Rows
Billing Line	Billing From Opportunity Mass Add Edit Rows
Cash Disbursement	Pay Batch Screen
Expense Line	Expense Report Edit
Journal Entry Line	Mass Add Edit Rows
Payable	Cash Disbursement Apply
Payable Line	Mass Add Edit Rows
Purchase Order Line	Mass Add Edit Rows
Recurring Billing Line	Advanced Line Manage Columns
Recurring Billing Line	Advanced Line Manager Drawer
Recurring Billing Line	Recurring Billing From Opportunity
Recurring Journal Entry Line	Advanced Line Manage Columns
Recurring Journal Entry Line	Advanced Line Manager Drawer
Recurring Journal Entry Line	Recurring Journal Entry
Recurring Payable Line	Advanced Line Manage Columns
Recurring Payable Line	Advanced Line Manager Drawer
Sales Order Line	Mass Add Edit Rows

The steps below focus on how to edit a field set for the Expense Line object. However, the same steps apply for editing a field set on other objects.

From the Gear icon, click Setup.
Click the Object Manager tab.
On the Object Manager page, scroll down and click Expense Line.
Note: You can also use the Quick Find search text box to enter a word to quickly locate it on the page. For example, enter "Expense."
From the left navigation pane, click Field Sets.
From the Field Sets page, click Expense Report Edit.
Drag and drop fields, as necessary into the In this Field Set box.

Note: Once the desired fields have been added to the In the Field Set box, you can drag each field up or down to rearrange the display order for the data grid.