Clients can create customized filters in their Team Settings to help them locate specific contractors to pay, or to find specific contracts to review based on the customized filters.
In this article you will find:
How to create customized fields
How to add your custom fields to a contract
How to filter a mass payment using custom fields
How to mass update your contract list with custom fields
How to create custom fields
✅ Step 1 – Select Team Settings (1) from the Dashboard and click Add on the Custom Fields (2) box
Important! You must select a specific team for the Team Settings tab to appear on the dashboard.
The Team Settings tab will not appear if you are viewing "All Teams."
You can click the vertical three dots to change from All Teams to a specific team.
✅ Step 2 – Select the Custom Field type and click Next
You will then choose either a "Free Type" text input or "List" field type
✅ Step 3 – Add your value types and click the blue Add button when finished
That's it! You have now created a custom field.
How to add your custom fields to a contract
You still must add your custom field to a contract to see it when you later apply payment filters.
To learn how to apply the custom fields to your contractor contracts, keep reading below.
✅ Step 1 – Select the Contracts tab on your Dashboard
✅ Step 2 – Select a contractor and click the Contract Details tab
✅ Step 3 – Click Set Value on the custom fields box
Select the Project Code type from the drop down menu, if needed
How to filter a mass payment using custom fields
✅ Step 1 – Click the Filters tab from the Pay Your Team page
✅ Step 2 – Select your customized field from the drop down menu
You can now further filter the options from the custom types you have created
If I created a new custom field, can I retroactively update all contracts to apply the new filter?
Yes, and here's how:
✅ Step 1 – Click Update Work from the Contracts tab on your Dashboard 
✅ Step 2 – Select the contract type you want to adjust and click Export contracts to CSV
You can review active contracts in the .csv file and add updates like expenses, adjustments, and bonuses.
✅ Step 3 – Edit the CSV Custom Field column and Upload the CSV
✅ Step 4 – Scroll to the bottom and click Apply These Changes
Only active contracts will be available for mass adjustments. Pending and terminated contracts will not be exported
