While creating a transaction in the Expense report, you will be prompted to enter data in several fields. In some cases, you wanted to add more fields based on your organizational needs.
Now as an Admin, You can add new fields by adding custom fields to receive additional information and choose the input fields your users should see while creating a new expense or an expense report.
Create custom variable
To create a new custom field:
1. Switch to Admin View.
2. Open any of the expense report under My reports
3. Click on Add expense, now you will be prompted to enter data in several fields
4. Click + Add custom field present at the bottom
5. Enter a name for your custom field and select a field type. You select an appropriate Field type, Field name, and can mark a custom field as Mandatory so that the record cannot be saved if the field is not filled while creating a record. Also, you can mark a Show in pdf, Show in CSV if you want this variable to visible there. Now click save
Edit custom variable
You can make changes to a custom field you have created. Here’s how:
1. Switch to Admin View.
2. Open any of the expense report under My reports
3. Click on the Edit icon present on the right side of the custom variable
4. Make the necessary changes and click Save.
Delete custom variable
You can delete a custom field you have created. To delete:
1. Switch to Admin View.
2. Open any of the expense report under My reports
3. Click on the Edit icon present on the right side of the custom variable
4. You will get a delete option
5. Click Delete.
6. In the popup that opens, click Delete Field again to delete the custom field.
Note 📝 :
1. Admin will be able to create multiple custom variables
2. Number of custom variables which can be created is limited to 10