To facilitate, among other things, your accounting tracking, you have the option to add custom fields to the profile of all your collaborators. These will appear on the detailed billing report (CSV file).
🧑🏽💻 On your desktop computer:
Click on your profile picture
Click on the "Billing" tab
In the left sidebar, click on the "Custom fields" section
Click on the "+ Add" button
Assign a name to your label
Click on the "Validate" button
Home > Profile picture > Billing
🟠 Note: when you create a custom field, it applies to all users linked to the company's Supertripper account.
Then, remember to fill in the custom field on each profile of the concerned users.
🧑🏽💻 On your desktop computer:
Click on your profile picture
Click on the "Users" tab
You can search for the concerned collaborator by directly entering their name in the search bar. You can also sort the displayed profiles using the available filters: "Entity," "Roles," "Travel Policy," "Status," and "Service"
Click on the concerned profile
Click on the "Setting" section in the left sidebar
Fill in the custom field (e.g., collaborator ID number)
Click on the "Save"button
Home > Profile picture > Users
🧐 Note: this feature is only available on desktop for users with an "administrator" or "accountant" role on the platform.
📌 To understand what a custom field is and how it works, please consult the following article.
📌 To learn how to delete a custom field from the collaborators' profile on the platform, please consult the following article.