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. Expand Expense by clicking on the arrow .
2. Expand Additional Fields by clicking on the arrow .
3. Click Field Labels
4. Click Add
5. Fill in the following fields:
   1. Field Enter in a label for the field 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).
   2. Type*: Select if the field is for the expense or report type.
      1. For Expense Type if this label will be associated with an expense type.
      2. For Report Type if this label will appear on an expense report cover page.
6. Template Name 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.   
   1. Vendor - This will identify the field as the vendor for OCR mapping. Without this mapping, the vendor information will be inputted into the notes field instead of the additional field.
   2. Hotel check in date - This will identify the field as the hotel check in date for OCR mapping. 
   3. Hotel check out date - This will identify the field as the hotel check out date for OCR mapping. 
   4. Hotel room rate - This will identify the field as the hotel room rate for OCR mapping. 
   5. Disabled
7. Click Save

* Indicates a required field