Adding Custom Fields to my export

The Custom Fields feature is disabled and hidden by default. In order to enable it, please get in touch with our team directly or with your dedicated Customer Success Manager.


In order to better analyze your expenses, you can add different custom fields (cost center, projects, analytical codes, etc.) to your requests and payments.

  • - You can choose to add a custom field and make it available in the request form. In this case, it will need to be filled out by your requesters when they make payments, in addition to other existing fields like "Description", "Amount" and "Supplier".
  • - Otherwise, the field will appear in the "Payments" tab once the payment has been made. Requesters will have to fill it out accordingly.

These fields can be anything from "analytical code", "cost center", "project name", "client name", billable" or anything else that your company requires to better track your work-related payments!

This field will also be available in a new column in your monthly .csv payment export. 

 

For more information, please check out the video below:

 

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