As an Admin, I would like to obtain additional information about the expenses from my submitters. How do I do that?

To receive additional information from your submitters, you can add custom fields to the Add expense and New Report page. To do that,

  • Navigate to Settings.
  • Go to Expenses or Reports under Preferences.
  • Scroll down to the Field customization section.
  • Click + New Field.
  • Provide a label name and choose a date type.
  • Enter a default value to be displayed in the field. You can change this value while creating the report.
  • Click Save.