Customization
Use Menu > Administration > Customization to create and manage custom fields that collect business-specific values and segments that classify records and transactions for reporting. You can work from the centralized Fields and Segments pages or start customization from More actions on a supported record or transaction.
Open Menu > Administration > Customization. Use the Fields tab to create, edit, delete, or apply custom fields to records. Use the Segments tab to create and manage classification values that can be used on records, transactions, and general ledger lines.
You can also start field or segment customization from the More actions menu on supported record and transaction pages.