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.
After you created list custom fields, you can the list items in two ways:
- Add list items manually
- Import list items via xlsx file (multiple list items at once)
Add list items manually
1. Go to Admin settings.
2. Go to Custom fields page.
3. Select the custom field you want to add list items for.
4. Navigate to the List items tab.
5. Click + Add items.
6. Fill in the details of the list item and click Add item.
- Name
- External ID (optional)
- Status
- Limit to branch: only show this item to users in selected branch
- Limit to project: only show this item when project is selected
- Default item: set this item as the default value for selected groups
Import list items via xlsx file
1. Go to Admin settings.
2. Go to Custom fields page.
3. Click Import list items.
4. Download the template.
5. Fill in all the required columns and data and save the file on your computer.
|
Field |
Description |
|
Custom field name |
Enter the name of the relevant custom field you want to create list items for. |
|
List item name |
Enter the name of the list items. This will be visible to the end users and will show from the custom field's drop-down menu. |
|
External ID
|
Enter the code or id of the list item. It needs to be unique for each list item. NOTES:
|
|
Status |
Enter 1 to set the list item to active Enter 0 to set the list item to inactive |
|
Branch Name |
Enter the Branch Name if you want to limit a list item to one branch. |
|
Branch External ID |
Enter the Branch ID if you want to limit a list item to one branch |
- To prevent errors, please keep the template as it is.
- Do NOT re-arrange the columns, re-name headers or change file to another excel format.
- The file cannot be larger than 10 MB.
6. Click or drag the file to upload.