Additional Fields

Additional Fields refer to customizable data fields that can be added to Expense Types or Report Types. They allow users to capture specific information that is not included in the standard fields provided by the system. For example, you might want to add fields for project codes, vendors, or additional comments that are relevant to tracking expenses or generating reports. Setting up Additional Fields allows organizations to tailor their expense management and reporting processes to specific needs and workflows. By configuring these fields, users can ensure that all necessary information is captured accurately and consistently. While clicking on Additional Fields does not do anything, this item is actually an expandable folder. Within this folder are two items: Field Labels and Field Group. More will be explained about both of these items in their respective pages.

  1. Field Labels
  2. Field Group

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