Custom Fields

When creating an expense record or recording a transaction in Zoho Expense, you will be prompted to enter data in several fields. These fields might not be required or sufficient for your organisation. In order to make your expense reporting experience more efficient, Zoho Expense provides you with the ability to customise existing fields or add more fields based on your organisation’s needs.

You can add more fields by creating custom fields to receive additional information and choose the input fields your users would view. You can also choose to make these fields mandatory and add them to the report PDF.

Create Custom Field

To create a new custom field:

• 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.
• Select the module for which you want to create a new custom field.
• Go to the Fields tab of the respective module.
• Click + New Field in the top right corner of the page.
• Enter the Label Name and select the Data Type. After selecting an appropriate data type, a preview of the custom field will be displayed.
• Provide any Help Text to let your users know the function of the custom field, if necessary.
• If the field contains sensitive information, you can choose to secure the information by selecting PII/ePHI to protect the information entered.

PII - Any information that can potentially identify an individual will fall under Personally Identifiable Information (PII). These are classified into two types: direct (e.g., name, email, phone number, etc) and indirect (e.g., date of birth, gender, etc).

ePHI - If the user has to enter medical information that can be used to identify a person, select Electronic Protected Health Information (ePHI). An electronic copy of medical report will be ePHI. You can only mark the Text, Email, URL, Phone, and Date fields as ePHI.

Zoho Expense provides you with three options to store PII and ePHI:

• Click Yes for Restrict Duplicate Values if you want to prevent the users from entering the same value for this custom field in multiple records within a module.
• Click No for Restrict Duplicate Values to display the Default Value field. The value you enter in this field will appear by default when creating records in the module.
• Click Yes for Is Mandatory if you want to make the custom field a mandatory field. Records cannot be saved or edited without entering a value in this field.
• Click Yes for Show in all PDF if you want the custom field to be available in PDFs.

• Click Save.

Custom Field Data Types

Depending on the module, you can create custom fields using the following data types:

Edit Custom Field

You can make changes to the custom field you created. Here’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.
• Select the respective module and go to the Fields tab.
• Click the Gear icon next to the custom field you want to edit.
• Click Edit from the dropdown.
• Make the necessary changes and click Save.

Disable a Custom Field

If you don’t want to delete a custom field but also don’t want to use it in records, you can disable it. Here’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.
• Click Modules under Customization.
• Click the respective module and go to the Fields tab.
• Uncheck the checkbox next to the custom field you want to disable.
• Click Save.

Enable a Custom Field

You can enable a disabled custom field. Here’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.
• Click Modules under Customization.
• Click the respective module and go to the Fields tab.
• Check the checkbox next to the disabled custom field.
• Click Save.

Delete Custom Field

Here’s how you can delete the custom field:

• 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.
• Select the respective module and go to the Fields tab.
• Click the Gear icon next to the custom field you want to delete.
• Click Delete from dropdown.

• Confirm your action by clicking Delete again to delete the custom field in the pop-up that appears.

Provide Users Access Permission to Custom Fields

Here’s how you can provide access permission for your users to the custom fields:

• 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.
• Select the respective module and go to the Fields tab.
• Click the Gear icon next to the custom field for which you want to provide access permission to users.
• Click Access Permissions from the dropdown.

• Choose the level of access you want to provide to each role. By default, the admin role has unrestricted access to all modules.
• Click Save in the Access Permissions pop-up.

• Click Save.

With this, users of the role will be able to view or update data in the custom field based on the access you’ve provided.