The ability to create Custom Data Fields in your Organisation brings greater personalisation to your portfolio. Adding Custom Data Fields to your Organisation allows you to capture additional information specific to your reporting requirements against the Entities, Properties and Agreements you've created in Nomos One.
Custom Data Fields can be created on the Custom Fields page of the Settings console.
Creating Custom Data Fields
To set up Custom Data Fields in your Organisation:
- Click Add Agreement/Property/Entity
- Under Column Name, record the name of the field you want to create
- Using the Display Type drop down bar, select whether you want to create a Text Box, Text Area, or Date field
- Toggle the Include bar to Yes to show this field in your Organisation
Custom Data fields display in the order they were created and are listed on the Custom Field Page.
Which should I choose?
Agreement, Property, or Entity?
From a reporting perspective...
If you create Custom Data fields against the Property these currently only report on the Property Reports. Similarly, with Custom Data added against an Entity, these will only display on the Entity Reports.
Custom Data fields created against the Agreement will pull through to a greater number of reports, including the Custom Agreement Report, Payment by Period, and your IFRS 16 Journal Report.
All fields, irrespective of Custom Data type will appear on the Advanced Custom Report.
From a visibility perspective...
We recommend you enter information in the location where your team would expect to see it.
If the information relates to the property or asset under lease, creating custom data fields against the property will show you this information every time you click on the property structure:
If the information you want to capture relates to one of the parties to your Agreement, creating the custom data field against the entity will show you this information every time you open up the entity:
If you've added Custom Fields to the Agreement, these will display at the bottom of the Agreement Overview once an Agreement has been created:
Text field, Text Area, or Date field?
A Text Box is best suited for snippets of content, a Text Area, for longer sections of text and the Date field, for formatted dates.
Populating Custom Data Fields
Once you've created Custom Data Fields, the next thing to do is populate them with information! You can do this for every unique Agreement/Property/Entity you've created through various stages of the Agreement Wizard.
If you've created custom data fields against the Agreement, you can populate these fields by going to the bottom of the "Other" page of the Agreement Wizard. All the custom fields you've created against the Agreement will stack at the bottom of this page.
If you've created custom data fields for Property structures, you can populate these fields by opening the edit property pop-up box on the "Property" page of the Agreement Wizard, and clicking on the Custom Data tab.
If you've created custom data fields against Entities, you can populate these fields by opening the edit entity pop-up box on the "Parties" page of the Agreement Wizard, and clicking on the Custom Data tab.
Removing Custom Data Fields
If you need to delete a Custom Field from your Organisation, click remove beside the field you wish to delete.
Warning: Removing a Custom Data Field will erase all existing data added to these fields across your Agreements. This action is irreversible and we are unable to recover the deleted data.
Bulk Uploading Custom Data Field Content
Once your Custom Data Fields are created, you can add Agreement specific data to them. This can be done manually as covered in Creating Custom Data Fields, or we can bulk upload the data for you in a matter of minutes! Flick us a message at support@nomosone.com and we can provide a quote for the requested work and get started once you send the information to us - Hooray for efficiency!
Nomos One does not provide or purport to provide any accounting, financial, tax, legal or any professional advice, nor does Nomos One purport to offer a financial product or service. Nomos One is not responsible or liable for any claim, loss, damage, costs or expenses resulting from your use of or reliance on these resource materials. It is your responsibility to obtain accounting, financial, legal and taxation advice to ensure your use of the Nomos One system meets your individual requirements.