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 the mobile app every time an expense is created.


To add a custom field

  • Go to Admin > select Custom Fields and click + Add custom field. 

  • Fill in the details, types, roles, and settings sections.

    You can find each field's details and descriptions here.

  • Click Save.

NOTE: Once you saved the custom field details, you can no longer change the selected field type (Text or List).


Adding a list custom field? You can check the article below on how to add the list items.

Adding custom field list items


Custom Fields and Description

Field

Description

Name

Enter the custom field name. This will be the name that will show to end-users and your reports.


The maximum number of characters is 100.

External ID

Enter the code for your field name.

Used in

Select where the field will be shown.

Expense

Group

Project

User

You can also select whether the field is limited to certain expense types:

Expense

Mileage

Per Diems

NOTE: You can select one field location (Expense, Group, Project, or User) but you can select multiple expense types (Expense, Mileage, and Per Diems).

Required

Add a checkmark to make the field mandatory.

Type

Select whether the field is a free text field or a list.

  • Text

  • List

Roles

Select whether the field is visible to all or certain roles. Options are as follows:

  • Approver, Controller, and Finance

  • Controller and Finance

  • Finance

Status

Toggle the switch to green to make the custom field active.

Reporting filter

Toggle the switch to green to show the custom field in the Expenses > filters section.

NOTE: This setting will only show after you saved the custom field details.

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