Custom Properties Setup

Custom properties allow you to add additional fields / dimension to documents or transactions in Light (e.g. cost centers, departments, projects).

Step 1 – Define Your Custom Property

Navigate to Settings → Custom Properties.

When creating a new property, define the following:

1. Location

   • Header – applies to the whole document (e.g. entire bill or invoice)

   • Line – applies to individual line items within a document i.e. you can apply a different custom property to individual line items of one invoice

2. Name

   • Display name of the custom property

3. Internal Name

   • Technical identifier for backend mapping, no need for action

4. Object

   • The document or data point to which the property applies

   • Available objects include:

     • Sales invoice

     • Bill

     • Reimbursement

     • Customer

     • Vendor

     • … and others

1. Required vs Non-Required

   • Required – field must be completed before posting a transaction (e.g. department, cost center)

   • Non-Required – optional field, useful for selective tagging (e.g. projects, events)

2. Values

   • Enter the options you want to appear in the dropdown menu.

   • Example: Cost Center = Sales, Marketing, IT, Other

3. Context (optional)

   • Add a description that helps Light’s AI intuitively pre-allocate the property.

   • Example: “Marketing cost center includes advertising, LinkedIn campaigns, SEO, events, merch, etc.”