Here’s how to easily and quickly create a new field for your reports on Rindegastos’ web platform.
Topics you’ll find in this article:
What is an additional field in my expense report?
Additional fields are sections that the Submitter must fill out when creating their Expense Report, such as title, fund, type of management, among others. This tool allows your company to gather all the necessary information regarding the submitted Reports, ensuring a fast and efficient accounting process later on.
How to create an additional report field?
From the "Administrator" menu, select “Policies.”
Here, you'll see a list of all the active policies in your company.
Use the filter to find the policy where you want to create additional report fields.
Click on the policy name to open it.
In "Settings," click on “Reports.”
At the bottom, you’ll find "Custom Data," click on “+ Add Report Field.”
Enter the name of the field.
Select the type of field you want to use from the 5 options available:
Text: Allows the Submitter to enter simple and concise text.
Dropdown: Allows the Submitter to select an option from a pre-configured menu.
Date: Allows the Submitter to choose a date from a calendar.
Numeric: Allows the Submitter to enter numbers only.
Autofill: Allows the Submitter to select an option from a predictive menu that was pre-configured.
If you selected either the Dropdown or Auto-fill field type, you'll need to upload the available options for the user.
In “+ Add Advanced Options,” you can enable the “Hidden Field” (visible only to Approvers) by sliding the button to the right. You can also leave instructions for filling out the field.
Finally, click “Create Field.”
That's it! Your additional report field is created, so your Submitters can generate Expense Reports with the information your company needs.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!