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. Hereโs 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 youโre 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.