Custom fields and segments
A custom field captures information specific to your business on selected record types. Choose its data type, such as text, number, checkbox, or a list, based on the value that users need to enter.
A segment classifies records and transactions for reporting and analysis, including financial reports and the general ledger. A segment has a controlled list of values that users select to categorize business activity.
Use a custom field when you need to collect additional record information. Use a segment when you need a consistent classification that users can apply to transactions, items, entities, or other supported records and then use in reports. For example, use a custom segment named Department or Class when you need to classify supported records and transactions by department or class.