Manage Custom Fields is Procurify's centralized location for creating and configuring Custom Fields. It replaces the separate Custom Fields sections that used to live under Customize Request Form and Customize PO Form.
Key Benefits
Speed: Configure all Custom Field types in one place instead of navigating between separate Order Request and PO settings screens.
Visibility: See how many Custom Fields the account is using against its limit for each field type.
How does Manage Custom Fields work?
Custom Fields are grouped into two types:
Field Type | Where It Appears | Where It's Set Up |
Line Item Fields (formerly Request Custom Fields) | Order Requests, Catalog items, and AP Bill lines | Manage Custom Fields → Line Item Fields |
Header Fields (formerly PO Custom Fields) | Purchase Order level (one value per PO, not per line) | Manage Custom Fields → Header Fields |
Spend Card transaction fields are managed separately from Line Item and Header Fields.
Every account includes ten Custom Fields per type by default. If you need more, reach out to your Customer Success Manager (CSM) to learn more about purchasing additional Custom Fields.