general

Is it possible to directly list the users of the organization in a field to associate their names with my bills, instead of creating a multi-dropdown custom field?

Yes, you can create a custom field using the Lookup data type. By doing so, the users available in the organization will be listed in the custom field. To create a custom field:

  • Click the Settings icon at the top right corner.
  • Go to Purchases and choose Bills.
  • Select the Field Customization tab.
  • Click + New Custom Field at the top right corner of the page.
  • Enter the details and choose the data type as Lookup.
  • Select the module as Users, enter the related list name, and save the custom field.

Insight: A lookup field allows users to link data from one module with another.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial Explore Demo Account

Books

Online accounting software
for small businesses.