Organize Your Jobs With User Defined FieldsElance_Keith | Jan 11, 2012
Successful clients understand the need to manage their resources, budget for time and keep their paperwork in order. When you're working with a number of contractors, it's especially important that you stay organized not only during the work process, but until your projects are completed and payment has been delivered. With today's release, we've introduced user defined fields, a new feature for clients that will make it easier to manage projects throughout the invoicing and payment process and enable better spend tracking.
User Defined Fields for Clients
Whether you're a large organization with an explicit need to categorize your invoices and purchase orders, or a client who simply wants to better organize your project documents, you can take advantage of user defined fields.
As the account administrator you can create custom fields that your individual users can set for each job they're working on. For example, to better manage your invoices, create and assign Purchase Order (PO) numbers to jobs you post and award, and assigned PO numbers will then be displayed on all invoices submitted by the contractor for the duration of your job. In your Account Settings, select User Defined Fields in the left-hand navigation, and you'll see the following:
With this new feature, users have more options than ever to customize projects from the My Jobs page. You can create your UDFs right away as part of the job posting process and manage them using the jobs summary panel by selecting a field (such as purchase order) by clicking the drop-down menu and selecting an existing value.
Since UDFs are only visible to you and your team, you have complete control of how you want to use them. You also have the option to set certain UDFs as a required field, and once a UDF is set as a required field, hiring managers of the client account will need to populate all required UDFs in order to create a new job.
Lastly, when you download invoices and payments from Payments Lists, purchase order numbers and other UDFs will also be included in the .csv file, for better management any reporting and analytics that you wish to perform:
For more information on today's release , please have a look at our Release Notes here.