Next User Type: Admin
As an admin, you can create custom field options that can be selected when using custom fields in J.P. Morgan Next.
Create custom field options from a web browser
Steps with accounting integration
In the Navigation Menu, select Integrations
Find your active integration and select Configure
Scroll to the mapping section and select Configure next to the field you want to update (e.g., Chart of Accounts, Class, Location).
Find the new option you want to add in the list.
Open the dropdown box to the right of the listed option:
Select the option if it is available
If the option is not listed, type in the name you want and select + Create
Once you’ve finished adding or mapping your options, scroll down and select Save in the bottom right corner.
Steps without accounting integration
In the Navigation Menu, select the Settings link
Select the Custom fields option
Select the custom field you want to update
In the Option Settings section, select Edit Options
In the Field Options field, enter the name of the new option
Select the Add (+) icon
Select the Back icon
Select Update Field
The new option will now be available for selection in Next where the custom field is used.
Delete custom field options from a web browser
In the Navigation Menu, select the Settings link
Select the Custom fields option
Select the custom field you want to update
In the Option Settings section, select Edit Options
Select the Remove (X) icon next to the option you want to remove
Note: If an option displays a Lock icon, it must be unmapped from your integration before it can be removed.
Select the Back icon
Select Update Field
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