Introduction
Transaction custom fields enable you to create tailored, transaction-specific data points in Ledgy that enhance your equity management workflow. These customizable fields allow you to capture and track important information beyond standard transaction details, providing greater flexibility and data richness across your equity operations. You can easily add custom fields through the Data Management page, and populate values for each transaction directly in the application or through bulk import/edit functionality.
Key Benefits and Applications
Custom fields can be used by the admin:
As variables for document templating
In reports
As grid columns across the app (e.g in ‘Pools & Plans’ and ‘Grants’)
Custom fields can be shown to employees via ‘Holdings’ on their portfolio.
Supported transaction types:
Conversion
Convertibles
Decrease (i.e “Share decrease")
Plan
Grant
Increase: (i.e “Share issuance”, “Exercise”, “Convert to shares”)
Payout
Pool
Pool decrease
Pool increase
Stock split
Share transfer
Valuation
How to use transaction custom fields
Adding, editing, and disabling custom fields in Ledgy
Bulk importing field values in Ledgy
Showing custom fields in Employee Dashboard “Holdings”
FAQs
How do I add a custom field?
Go to Company Settings > Data Management page
In the Transaction custom fields panel click the "Add custom field" button
Enter the name of your custom field and select the transaction types it applies to.
Note: if you do not want the custom field to be shown on the employee portfolio, toggle the ‘Don’t show on portfolio’. Otherwise, the field value will be shown on the portfolio (see below)
How do custom fields appear across the app to the admin?
In transactions:
Example: Equity Settlement transaction
You'll find the custom fields under the Custom fields section of the transaction
In Grids / Reports:
Example: Reporting > Operational > Transactions
Ensure that the custom field column is enabled under Columns so this can be displayed in the report:
What does the green tick icon on the custom fields mean?
The icons on Data Management indicate usage on your transactions.
No icon: this custom field has no values populated on transactions.
Green tick: this custom field has values populated through manual input (either on the transaction in-app, or via bulk excel) on transactions
Can I delete the custom fields?
If the custom field is manually populated (it will show a tick in Data Management), it cannot be deleted unless the values are deleted from the transaction’s fields first.
Note: a populated field can be disabled. If disabled, the data will remain, but it will not be shown on the transaction to admins or portfolio users. It can be re-enabled with the existing data intact.
How do I enter custom field values?
Bulk import/edit transactions - Ownership > Transactions > Import or Bulk Edit
If the transaction custom fields have been added, the bulk import/edit file will show the custom fields as headings. Simply populate them and upload the import file.
Note ⚠️ if inputting a date format in the excel, please ensure the cell is formatted as ‘text’, so it can be read properly in-app
In-app via Ownership > Transactions > and the fields can be found under the Custom fields section within the transaction
Can I use transaction custom fields as document variables?
Once the custom field is defined, you can use it as a variable in document templates.
Follow the structure below to enter the information in your template accurately:
General structure: {customField.X}
(where X is the name of the custom field)
Example for the Board approval status: {customField.Board approval status} ⇒ Result: Pending