Account Administrators can create custom fields to capture additional data for different sections of the Admin area, or for your end-users to populate when creating their expenses.
How to create a custom field
To create a custom field for an area of ExpenseIn, follow the steps below:
1. Click the Account Name > Admin.
2. In the Advanced section, click the Custom Fields subheading.
3. Click the New Custom Field button and select which area you'd like your custom field to apply to.
4. On the Details tab, enter the details for the new custom field.
Field Name - set the custom field name; this is the name of the field in the area it will display. E.g. If you're creating an expense custom field, this is the name of the field your users will see when creating their expenses.
Field Type - set what type of field you'd like the field to be; this dictates what type of data can be entered or selected for that field.
Required - set if this is to be a compulsory field by ticking the checkbox.
5. On the Categories tab, if required, select the custom field to apply to certain categories by ticking the checkboxes.
Note: Depending on where the custom field will be displayed in ExpenseIn, this tab may not be available. Category settings only apply to Expense-based fields.
6. On the Visibility tab, set which of your departments, user groups and users can see this custom field when creating their expenses.
Note: Depending on where the custom field will be displayed in ExpenseIn, this tab may not be available. Visibility settings only apply to Expense and Purchase Request-based fields.
7. Click Add.
The new field will now be displayed in the relevant area of ExpenseIn.
Note: If you created an expense custom field with category settings, the field will only display when that category is selected.
Additional Information
If you have a group of custom fields set up for an area of ExpenseIn, you can reorder how your custom fields display in the area they are set up in, using the Reorder button.
Custom fields can be reported on and included in your file exports by using a custom CSV export format in the Finance area.