Add your own fields and projects

Open Settings, then Fields to record data beyond the standard document attributes, for example an order reference. Choose New field.
Fill Code and Name. The code cannot be changed later because extracted values refer to it. Under Type choose Text, Number, Date, Yes / no or Choice.
Tick Required if the field must always be filled, Show in list to see it in the document list, and Extract with AI to let the AI fill it from the document. Order sets the position, and AI hint tells the AI what to look for. Choose Save.
To change a field later, click its row and edit it.
Your fields appear on the booking: open Bookings, click a booking and fill them under Custom fields. A field marked Required shows an asterisk. Values are saved with Save; clearing a field removes its value.
A booking cannot be posted while a required field is empty: the app names the missing fields and nothing is posted. Fill them, save, and post again. The code cannot be a name the system uses itself; the app says so and asks for another code.
For projects open Settings, then Projects. A project groups related transactions, for example everything for one customer job. Choose New project.
Fill Code and Name, and optionally Colour and AI hint, a sentence that tells the AI when a transaction belongs to this project. Choose Save.
To change a project later, click its row, edit it and choose Save. The code stays fixed.