Employees complete expense fields when entering details about their expenses. As an admin, you can create custom expense fields for your business.
Select the Settings tab on the left panel.
Select the Expenses & reports tab, then the Set expense fields page.
Select the Add custom field button.
In the Add custom field pop-up, fill in the required details.
Field type: Select the field type–this can be text, number, multi select or more.
Field name: Enter the name of the field that will be visible when employees are entering expense details.
Placeholder: Enter text that reminds employees what data needs to be entered.
Categories: Select the categories that this field applies to.
Make the field mandatory: Check this box if the field should be required.
A preview displays how the custom expense field will appear to employees.
To save the custom field, select the Add custom field button.
Once saved, the custom field will be shown in the Custom fields table on the page.
Select the Delete button in the row of the custom expense field to delete it.
If you need further assistance with adding custom expense fields, contact our support team at support@capitalone-fylehq.com.