Custom fields are additional expense fields of data to the user profile, expense form, groups, projects, trips, or advances.. They will be shown online and in mobile applications every time an expense is created.
Here are the steps to create custom fields.
I. Go to Admin > select Custom Fields.
2. Click + Add custom field.
3. Fill in all the necessary fields.
4. Click Save
NOTE: Once you've selected the field type (Free text field or Field with predefined values), it is not advisable to change them, especially if it has been used in an expense before, as the already added values will be gone.
Fields and Description
Enter the field name.
Enter the code for your field name.
Sync this field with travel
Add a checkmark to enable the field.
Enable approval and controlling for this custom field.
When enabled, you can set the approval and controlling flow for the different custom field values of the custom field.
Limit custom fields
You can set these fields per expense type and limit them to roles or link them to trips. If you wish, you can even link your own custom fields to certain projects, so that depending on the choice of the project only relevant fields will appear for the user.
Custom Field Data Type
In both cases, you can choose to work with a Free text field or with predefined values.