1.From My Paperless, click Global Settings.
2.In the Global Settings navigation bar, click Indexes.
3.From the Indexes dropdown, click Index Types.
The Index Types page similar to the following displays:
4.Click 
.
The General Properties dialog box displays with the GENERAL tab active:
5.In the Name field, type the new index type. This field is required.
6.In the Description text box, type a suitable description to associate with the new index type. This field is required.
7.The Active check box should be checked systematically. If the new index type should not be active, click the Active check box to deselect it.
8.In the Type field, use the dropdown to select the type of data to be collected with this index value.
Select from one of the following:
•Undefined - index data is generic and treated as text.
•Text – index data is treated as text. This is the default.
•Numeric – index data is validated as a numeric value.
•Date – index data is validated as a date.
•List – index data is pulled from a predefined list of values. (Refer to List Types)
•Bridged List – index data is queried from the accounting system that is bridged to the vault.
•Boolean - index data is pulled from two possible values.
•Query List – index data is queried from a custom query designed by the system administrator.
9.If selecting List, continue with step 10.
If selecting BridgedList, skip to step 11.
If selecting Query List, skip to step 14.
If selecting Text, Numeric or Date type indexes, skip to step 15.
10. In the Type field, use the dropdown to select List.
Note: To create a new List Type, click Configure List Types. (Refer to List Types)
11. In the Type field, use the dropdown to select BridgedList.
12. In the List Type field, use the dropdown to select a predefined bridge list.
13. In the Return Column field, use the dropdown to select the column to return from the BridgedList.
14. In the Type field, use the dropdown to select Query List.
15. In the List Type field, use the dropdown to select a predefined query list.
Note: To set up a new Query List, click Configure Query.
16. In the Validate As field, use the dropdown to select how Sage Intacct Paperless should validate the entered information.
Select from one of the following:
•Text (default)
•Numeric
•Date
17. In the Max Length field, use the up and down arrows to determine the maximum number of characters allowed for this index type.
Note: 200 is the default.
18. In the Alignment field, use the dropdown to establish the alignment of the index value.
Note: Left (justified) is the default.
19. If the Alignment value is Left, leave the Padding Character field blank.
If the Alignment value is any other value, a padding character may be added to the Padding Character field.
For example: If the accounting system contains check numbers that are 10 digits long, right justified with leading zeroes, select a Max Length of 10, an Alignment of Right and the Padding Character number to 0.
20. If the index value should display as currency, click the Display as Currency check box.
The value is systematically formatted with two decimal places.
21. Click 
to save all changes.