With custom fields, you can capture any company-specific data for an expense or employee. Custom fields can be made mandatory and their values can even be exported to a PDF and/or CSV.
🧾 Expenses
Organizations often want to capture custom or specific fields as part of an expense submitted by employees. As an Admin, you can quickly add a new custom field to expenses by creating a Custom field from within an expense or under the Custom fields setting in Company settings. Expense custom fields are visible to all employees to fill in when submitting an expense for reimbursement, and can even be made mandatory prior to submission.
How do I create a custom field?
Create a new custom field while creating a new expense by following these steps:
Open any expense report under My reports
Click on Add expense - you will be prompted to enter expense related data
Click + Add custom field to create a custom field for expenses
Enter a name for your custom field and select a field type. You may provide a hint to your employees to prompt them for an appropriate value, and make the field mandatory for them to fill in before submitting an expense. You can also choose to export a custom field and its value in the PDF or CSV view for the expense report.
💡 Pro tip: Alternatively visit the Custom fields setting under Company settings and create the custom field under the Expense tab
How do I edit a custom field?
You can make changes to a custom field you have created, while editing an expense by following these steps:
Open any expense report under My reports
Click on Add expense
Click on the Edit icon next to the custom field you would like to edit
Make the necessary changes and click Save.
💡 Pro tip: Alternatively visit the Custom fields setting under Company settings and select the custom field you would like to edit under the Expense tab
How do I delete a custom field?
You can delete a custom field that you have created by following these steps:
Visit Company settings and select the Custom fields option
Select the custom field you would like to delete under the Expense section
Click Delete
👩💻 Employees
You can capture important information about your employees by quickly creating a custom field for them while editing their information. These custom fields can be made mandatory for an employee and editable by the employee themselves.
How do I create a custom field?
Create a new custom field while editing an employee's profile:
Navigate to the Users section under Company settings
Select any employee to edit
Click + Add custom field to create a custom field for employees
Enter a name for your custom field and select a field type. You may provide a hint to your employees to prompt them for an appropriate value, make the field mandatory and/or editable by employees themselves (under Company info in Account settings for an employee).
💡 Pro tip: Alternatively visit the Custom fields setting under Company settings and create the custom field under the User tab
How do I edit a custom field?
Edit a custom field while viewing an employee's profile:
Navigate to the Users section under Company settings
Select any employee to edit
Click on the edit icon next to the custom field you would like to edit
Edit the custom field options and click on save
💡 Pro tip: Alternatively visit the Custom fields setting under Company settings and edit the custom field under the User tab
How do I delete a custom field?
You can delete a custom field that you have created by following these steps:
Visit Company settings and select the Custom fields option
Select the custom field you would like to delete under the User section
Click Delete
How do I allow employees to add/update values in a custom field?
You can allow employees to directly provide data for specific custom fields by following these steps:
Visit Company settings and select the Custom fields option
Switch to the User section
Select the check box under Modify by employees to make this field visible and editable by employees under Company info in Account settings
💡 Pro tip: you can check the Allow employees to edit the value of this field option when creating or editing a user custom field
✏️ Note: A maximum of 10 custom fields can be created for Expenses and Employees (each). Please reach out to your customer success manager if you need more.