How to Set Custom Names for Budget ID and Order ID

Overview
You can rename the Budget ID and Order ID fields to better match your internal financial tracking systems. These custom labels will appear across multiple pages and reports.

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Rename Budget ID:

1. Navigate to Organization Settings.

2. Click the Customizable Fields tab.

3. Expand the Budgets section.

4. In the Budget ID field, enter your custom label (e.g., “Finance Code”).

5. Click outside the field to save.

Your custom label will be used in:

• Budgets page

• Events, Invoices, and Tactics pages

• Reports

• Sidebar fields and settings menus

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Enable and Rename Order ID:

1. In Organization Settings, go to the Customizable Fields tab.

2. Expand the Tactic Brand/Product section.

3. Check the box next to Track Order ID.

4. A text field will appear—enter your preferred name (e.g., “PO”).

5. This label will display in:

   • Event Spend tab

   • Events page (search and filter options)

✅ Use this feature to align with internal POs, purchase orders, or reference IDs.