Fyle has certain form-fields on Expense form in which Projects is one of them. If your organisation has locations or events or units that are under Projects on Fyle, you can change the display name of Projects from the Settings in Organisation view.
Steps to change the display name of the Project field:
Switch to the Organisation view and go to Settings.
Under the Admin Settings, click on the Expenses. You will see the Form Fields section in the dropdown. Scroll down on the Form Fields section to the Default Fields.
Under the Default Fields, you will see the Project as a field. Click on the Project to see a pop-up screen.
On the Field Details, you can change the Display Name to "Location" or "Events" or anything that you prefer at your organisation. In the Placeholder field, you can enter what you wish to inform your employees on the expense form, like "Select or Enter the Location."
You can make the field mandatory based on your organisation's policy by clicking on the box and clicking on Update Field to rename the display name of the project field.
You can see the updated field name on the same page, i.e., Default Fields.
The changes will be reflected on the expense form and other places. Here is the list of places to check the field name in both Web and Mobile.
Changes in Web App:
Individual View
In Individual view, here are the places where you can see the change of the display name for Project Field:
On the expense form, you can see the change in the field name and the placeholder that you updated from the Settings.
For Milage, Per Diem, and Advance forms, you can observe similar changes in the field name.
On the Split expense screen, you can split the expenses using the Project, in this case, Location.
On the My Expenses page and the filters, you can see the change in the column name.
Organisation View
On the Company Expenses page, you can see the change in the column name and filters.
Inside an Expense Report, you can see the change under the details of each expense.
While adding an employee to Fyle, you can see the change of Project field name on the Employee Details.
Changes in Mobile App:
On the mobile app, here are the places where you can see the change of the display name for Project Field:
On the expense form, you can see the change in the field name and the placeholder that you updated from the Settings.
For Milage, Per Diem, and Advance forms, you can observe similar changes in the field name.
On the Split expense screen, you can split the expenses using the Project, in this case, Location.
Note: If you have multiple organisations on your Fyle account, you may need to manually change the field in all organisations. Feel free to contact our support team at [email protected] for any further information.