Help · Settings

How to add custom fields and lists

Extra fields on key documents (safe types), payment terms and reasons.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

Open Settings and choose the section (or search settings by name).
Settings → Custom fields, views & lists.
Add a field to a document (text, number, date, choice) and where it shows.
Maintain lists such as payment terms and cancellation reasons.
Click Save. Sensitive values — GSTINs, number series, security — still go through approvals if your organisation has approval rules for settings.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.