Wafeq gives you complete control over your accounting workflows. Whether you need to add unique details to an invoice, manually update a currency conversion, or quickly sort through your financial records, you can now do it seamlessly.

This article covers our latest powerful workflow updates:

• Wafeq Custom Fields: Add specific data, like salesperson names, project codes, or service dates, directly to your sales documents, purchase orders, and contacts.
• Editable FX Rates: Manually adjust the automatically assigned default exchange rate (like the SAMA FX rate) when creating documents in a foreign currency.
• The New Filtering Experience: Navigate your records instantly with a sleek, modern filter component available across all documents and reports.

1. Wafeq Custom Fields: Add specific data to your documents

Feature Overview: What are Custom Fields?

Every business has unique data points that standard accounting software might not cover. Custom fields bridge that gap, allowing you to add tailored information to:

• Sales Documents: Quotes, Invoices, Credit Notes, and Delivery Notes.
• Purchase Documents: Bills, Debit Notes, and Purchase Orders.
• Contacts: Additional metadata for your customers and vendors.

Why use Custom Fields? Unlocking New Possibilities for Your Business

Standard forms don’t always tell the whole story. Custom fields allow you to bridge the gap between accounting and operations, giving you the flexibility to capture data that matters most to your industry.

How you can benefit from this feature:

1. Enhanced Tracking Assign a Salesperson or Account Manager to specific invoices to simplify internal sales tracking.
2. Operational Clarity Use Service Dates or Project Codes on line items so your clients know exactly what they are paying for.
3. Stronger CRM Store unique identifiers on Contact profiles, such as a customer’s preferred language or a secondary tax ID.
4. Professionalism Ensure your documents meet industry-specific requirements or local regulations by displaying exactly the information you need.
5. Reduced Manual Work Stop manually typing extra info into the "Notes" section; use structured fields to keep your data clean and consistent.

Field Levels & Types

You can categorize your data into two distinct levels:

1. Document Level: General info that applies to the whole file (e.g., assigning a Salesperson).
2. Line-Item Level: Specific info for each row (e.g., a Service Date for every individual item).



How to Set Up and Display Custom Fields

Setting up your custom fields is a straightforward process that takes place directly within your document workflow. By following these steps, you can define your data once and ensure it appears exactly where you need it on your professional PDF templates:

1. Create: Navigate to a document and click Add Custom Field. Define the name, document group, and field level.
2. Translate: Add an Arabic translation for the field label to ensure it displays correctly on dual-language invoices.
3. Enable on Templates: By default, custom fields are hidden on PDFs. You must go to Customize in the document preview and toggle them on.
4. Optimize Layout: If adding columns makes the document crowded, you can:

• Reduce Font Size: Scale down text to fit more data.
• Switch to Landscape: Change the orientation for a wider, more readable table.
• Reorder Columns: Move fields like "Service Date" to the beginning or end of the item table.

Plan Limitations & Specifications

Availability is tiered based on your Wafeq plan:



Learn more: Wafeq Advanced Template Designer: Customize Invoices and Financial Documents Easily

Pro-Tips for a Clean Invoice Layout

Adding extra columns (Line-item fields) can sometimes crowd your invoice. Here is how to keep it professional:

• Switch to Landscape: If you have more than 5 columns, using Landscape mode in the Document Designer provides much-needed breathing room.
• Adjust Font Size: You can reduce the font size (e.g., to 6pt or 7pt) for specific columns to ensure all data fits on a single line.
• Prioritize Columns: Use the Edit Column Order feature to place the most important information (like Service Date) exactly where the client will look first.

2. Editable Foreign Exchange (FX) Rates

Doing business globally just got easier. You can now manually edit the Foreign Exchange (FX) rate when creating documents in a foreign currency!

This applies to all your documents, including Invoices, Bills, Expenses, Credit Notes, and more.

How does it work?

When you create a document in a foreign currency, for example, a KSA-based organization creating an AED invoice, Wafeq automatically assigns and displays the official default FX rate (like the SAMA FX Rate). If you need to adjust it based on your specific bank rates or agreements, you can now edit that rate directly on the document before saving.



3. The All-New Wafeq Filtering Experience

You asked, and we delivered. One of our most highly requested UX upgrades is officially live for all users: introducing the brand-new Wafeq filter component!

We know that finding the exact data you need quickly is crucial to your workflow. That is why we have completely overhauled the way you filter information across the app, introducing a sleek, modern, and highly intuitive user experience.

What’s new?

We didn’t just update one section; we went all out. We have successfully migrated every single page in the app to this new functionality. You will now experience lightning-fast, modern filtering across:

• Sales & Purchase Documents
• Payroll Documents
• All Accounting Reports
• and everywhere else across the Wafeq platform!







Also Read about: Wafeq Product Update (April 2026): Smart Inventory, Custom Invoices, and Expanded Data Exports

These new features are all about giving you the ultimate flexibility to run your business your way. Whether you are adding specific data to your invoices, managing multi-currency transactions, or quickly filtering through complex reports, Wafeq is designed to adapt to your unique workflow.