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Custom Fields

Custom Fields - The Basics

The article provides a guide for administrators on how to enhance data collection in their Expensya accounts by creating and managing custom fields. It details the process of adding these fields, designating their type, assigning them to specific expense categories, and the scenarios under which they might be deactivated, emphasizing that these actions can only be performed by account administrators.

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Custom Select List Field

This article elaborates on how account administrators on Expensya can add custom select list fields, a feature utilized to supplement additional data to the expense form. Furthermore, it highlights that this attribute can be assigned to a specific user or a group. The article also provides a step-wise method to add a custom field as well as its automatic appearance in the mileage expense form once established.

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Linking Custom Fields to a Spending Policy

This article explains how Expensya allows companies to deeply configure their functionalities. Initially, linking a custom field to a category was offered by the platform. Now, Expensya has extended this feature to allow a custom field to be linked to a spending policy. This connection enables settings of the spending policy to appear when the value of the linked field is selected. The article then provides a step-by-step guide on how an administrator can establish this linkage, once both the custom field and the spending policy have been created.

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Handling Disabled Custom Field Values

To discover the custom fields function, please refer to this article : Custom Fields - The Basics. In this article, we will explain how disabled custom field values function within the expense manage…

Updated by Rim Ferchichi

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