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.
Modifying default fields
Navigate Admin Settings > Expenses > Expense Fields.
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.
Adding new custom fields
As an admin, you can create additional fields in the expense form, apart from the default fields offered by Sage Expense Management This is useful if you want to collect additional information about expenses from your employees.
Navigate Admin Settings > Expenses > Expense Fields.
In the Custom Fields section, click on Add Custom Field.
Fill in the field details and click on Add Custom Field.
Reordering custom fields
As an admin, you can also reorder custom fields to control the order in which they appear to employees on expense forms. This allows you to keep related fields together, match your organization’s workflows, and make expense coding easier.
Navigate to Admin Settings > Expenses > Expense Fields.
In the Custom Fields section, click Re-order.
Drag and drop the custom fields into your preferred order.
Click Save Changes.
The updated order will be reflected for employees across expense, mileage, and per diem forms on the Web app, Mobile app, Extensions, and Text messaging.