Create a User-Defined Revenue Method

When you create a user-defined revenue method, you select the fields and operators for the method.

If your firm uses multiple companies, the user-defined revenue methods that you set up here are available to all companies in your enterprise.

To create a user-defined revenue method:

  1. In the Navigation pane, select Settings > Accounting > User Defined Revenue.
  2. On the Revenue Methods settings form, click + Add Revenue Method.
  3. On the Revenue Methods dialog box, enter a Code and a Description for the new revenue method.
  4. Select each field and operator in the order that you want it to appear in the new formula.
    You can use up to 30 fields and operators for each revenue method.
  5. Click Add Field to add the field to the formula.
    To remove the last item from the Custom Formula box, click Remove.
  6. Click Save.