How to set-up custom fields?

Important

Step by Step Guide

1. Log in to your Yomly account using your dedicated business URL
2. Go to the MAIN MENU > SETTINGS > ORGANISATION
3. Select 'Custom Fields'
4. To add:
   • Click 'Add custom field'
   • Give the custom field a name
   • Select the section where the custom field will appear - Employment, Personal, Payroll or Bank Details
   • Set status as either 'Enabled' or 'Disabled' (if a custom field is no longer in use, you can disable the status of the respective custom field)
   • If you would require filtering custom fields on your respective reports, set up the 'Filterable on reports' field as 'Enabled'.
5. Save