Custom fields
Custom fields let you ask contractors for the details your finance team actually needs. They are part of the Team and Business plans.
Add fields to a link
Section titled “Add fields to a link”- On the web, go to Links and open a link, or click New link.
- Under Fields, click Add field.
- Give it a label, like “PO number”, and pick a type.
- Choose Required or Optional.
- Drag fields to change their order. Save.
You can also set default fields for every new link in Settings → Company.
Field types
Section titled “Field types”| Type | Good for |
|---|---|
| Text | Names, references, short notes |
| Number | Hours worked, quantities |
| Date | Service dates, delivery dates |
| Dropdown | A fixed list of choices, like cost centres or projects |
| File | Timesheets, receipts, extra documents |
| Bank details | Where to pay the contractor |
Required or Optional
Section titled “Required or Optional”Contractors can’t send the form until every Required field is filled in. Optional fields can be left empty.
Where the answers show up
Section titled “Where the answers show up”Answers appear on the invoice in the app, on the Slack card and in CSV exports, so you never have to go looking for them.
Bank details and tax IDs are protected
Section titled “Bank details and tax IDs are protected”Bank details and tax IDs are encrypted when we store them. Only people in your company who can see the invoice can see them, and we never send them to Du3y’s AI model.