Sum widgets can now calculate totals using custom financial inputs, not just standard amount fields.

For example, Sum Invoice Amounts can calculate the total of a custom Invoice input such as Valuation Total, rather than the system-standard Invoice Net amount.

The same capability is available for other financial Sum widgets covering Invoices, Purchase Orders, Quotes, Quote Variations and Tenders, including their relevant item-level widgets.

This makes financial dashboards more flexible and helps teams report on the values that matter to their business.

Note: Custom financial inputs are not converted between currencies.

⚒️ Activation required by Archdesk Administrator. In the widget configuration, set Amount to calculate to the required custom financial input.