Creating Expense Custom Fields

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 > Expense Category
  • You can choose to Add Category or choose an existing category from the list.
  • Choose an existing policy under the expense category or Add Expense Policy
    
    

• In Step 3 (Edit expense form) of the Edit expense policy 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 of this specific policy when the employee chooses the category you edited.

Still Need Help?: 

Reach out to our support team should you need further assistance.