Add Custom Expense Fields

What are custom expense fields? How to add them to your expense forms? How to delete custom expense fields?

Written by Tanvi Telang
Updated over a week ago

Expense fields capture additional information on expense forms. As an admin, you can configure custom expense fields for your organization in order to collect the required information about the expenses from your employees.

You can follow the mentioned steps in order to set up custom expense fields:

Navigate to the admin settings page by clicking on the gear icon button in the top right corner, beside your profile.

Under Expenses, select Expense Fields from the left sidebar. In the Custom Fields section, click on Add Custom Field.

An Add Custom Field pop-up box will open up. Fill in the required details.

Field Type: Select if the field type needs to be in text or a drop-down select format

Field Name: The name of the field that will be visible on the expense form

Placeholder: A short text that holds the default place as a hint for the data that needs to be entered

Categories: Select the categories that are applicable to this field

Make Field Mandatory: Check this box if the field should be made mandatory in order to save the expense

Under Preview, you will be able to see how the expense field will appear on the expense form once it has been added. To save the custom field, click on Add Custom Field.

The field will get populated under the Custom Fields section.

In order to delete a custom field, click on the Bin icon on the right-hand side of the required field.

Following the steps mentioned, you can easily add custom fields to your organization's expense forms.

To learn more about configuring expense fields, click here.

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