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Create a custom field

Add your own additional fields that can be populated when creating new users, expenses, projects and more.

J
Written by Jack
Updated over 3 months ago

You 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, complete the following steps:

1. Go to Admin > Custom Fields.

2. Click the New Custom Field dropdown. Here you can decide which area you would like your custom field to apply to.

3. On the Details tab, you can set the following information for the new custom field:

  • Field Name - Set the custom field name, this will be the name of the field in the area it will display. E.g. If you create an expense custom field, this is the name of the field your users will see when creating their expenses.

  • Field Type - This dictates what type of data can be entered or selected for that field.

  • Required - If you would like this to be a compulsory field tick this box.

4. On the Categories tab, you can apply the custom field to be applicable to certain categories.

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.

5. On the Visibility tab, you can set which of your users, departments and user groups can see this custom field on their expense form. 

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.

6. Click Create to add the new custom field to the account. The new field will now 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.

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