Field Labels

Admin allows administrators to configure optional questions that are placed on the expense report cover sheet or attached to individual expense types. Such optional questions can be set up for free-form fields, or for answers to be selected from drop-down boxes.

To Set Up Field Labels:

1. Click on Expense to expand the menu.
2. Click on Additional Fields to expand the menu.
3. Click Field Labels.
4. In the Field Label window, click the Add button.
5. In the Label field, key in the label for the field selections that the employees will see in their expense reports (e.g., Rental Car Company if employees will be selecting from a list of rental car companies when charging a rental car expense).
6. In the Type field: Select For Expense Type if this label will be associated with an expense type. Select For Report Type if this label will appear on an expense report cover page.
7. Internal Template it is only available for Expense Type base labels.  It is not required.   The Internal Template it is used for OCR data mapping and credit card data field data load.   
8. Click the Save button.