Collect your unique business data by storing it in custom fields. Custom fields are additional expense fields of data to the expense form, advance, trip, group or project. Custom fields will be shown to the user when they are creating expenses. Users can then fill in the field.
This article explains how to add a custom field:
1. Go to Admin settings.
2. Go to Custom field page.
3. Click + Add custom field.
4. Fill in the details about the custom field.
|
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 - mileage - per diem |
|
Required |
Add a checkmark to make the field mandatory. |
|
Type |
Select whether the field is a free text field or a list.
|
|
Roles |
Select whether the field is visible to all or certain roles. Options are as follows:
Find out more about how this works here. |
|
Categories and branches (beta) |
Select whether the field is visible to all or certain categories or branches. Options are as follows:
Find our more about how this works here. |
|
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. |
NOTE: If you are adding a list custom field, you can add the list items after you added the custom field. Learn how to add list items here.