Associating Custom Fields with Projects from Expensya's Web Interface

Now, administrators can effortlessly link custom fields to projects directly from the web administration interface. This enhancement has been designed to simplify administrative tasks, reduce reliance on customer support, while providing administrators with more control. 

  

How It Works: 

The feature seamlessly integrates by adding a "Project" field to the custom field creation interface in the form of a dropdown menu. This menu lists all available projects, facilitating an easy association between a custom field and the chosen project. 

  

Steps to Associate a Custom Field with a Project: 
  1. Navigate to the "Admin" tab on your Expensya interface. 
  2. Click on the "Advanced Settings" menu. 
  3. Select the "Custom Fields" submenu. 
  4. Click on “add a custom field”.

 

A dialogue box will appear, presenting a form for adding a custom field. 

 

  1. Enable the "Link the field to a project” option. 

 

  1. Choose the relevant project from the dropdown menu. 

 

  1. Click "Next," fill in the form fields, and then click "Save" to apply the changes. 
If you wish to link a custom field to a value of another custom field or delete an existing link, please contact our support team. 

Please note that activation of this feature requires the administrator of the company to enable it before other users can access it.


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