As an admin, I would like to obtain additional information about the expenses from my submitters. How do I do that?

You can obtain additional information from your submitters by creating new custom fields for the expense creation form. Hereโ€™s how:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Select Modules under Customization.
  • Click Expenses.
  • Go to the Fields tab.
  • Click + Add New Field.
  • Provide a name for the custom field.
  • Select the type of data that youโ€™re going to enter for this custom field.
  • After you select an appropriate data type, a preview of how the custom field will look like while creating a record will be displayed below.
  • Click Save.

Submitters will now be able to add additional information in this custom field while submitting expenses for approval.

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