Creating Expense Custom Fields

Last Updated: May 07, 2024

Overview:

You can now create expense custom fields and add them in your expense categories.

Creating Expense Custom Fields:

• Go to Expenses > Settings > Custom Fields > Add Field
  
  

• In the side pop-up, choose the Field Name and Field Type. Click Save 
  • Once Field Type has been chosen, this cannot be changed.
    
    

• The newly created Expense Custom Field will now appear in the list of Custom Fields.
  
  

Adding the Expense Custom Fields to your Expense Categories:

• Go to Expenses > Settings > Categories
  • You can choose to Add Category or choose an existing category from the list.
    
    

• In Step 2 of the Edit Category page, click "Add custom field" > choose the custom field in the dropdown.
  • You can make the added custom field mandatory by ticking the button under the "Mandatory" column.
  • Click Save.
    
    

• The custom field should now appear in the form when the employee chooses the category you edited.

Related Article(s):

• Adding Expense Approval Flows

Still Need Help?: 

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