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Configure Expense Fields

How to configure expense fields?

Written by Tanvi Telang
Updated over a week ago

As an admin, you can configure expense fields to capture data for the expenses as per your organization's requirements. You can customize the field details and set them in a specific manner in order to make it easy for your employees to understand and fill in.

In order to configure expense fields, you can follow the steps mentioned below

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

On the left-hand sidebar, under Expenses. Select Expense Fields. And click on the expense field you want to configure.

In the Field Details box that opens up, you can configure various details

Display 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

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

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

Categories: Select the categories that are applicable to this field

Once you have filled in the form, click on Update Field.

The details will get captured, and the field will be available on the expense forms with the conditions set by you.

To learn more about custom expense fields, click here.

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