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

You can obtain additional information from your submitters by creating new custom fields for the expense creation form. To do this:

  1. Switch to Admin View.
  2. Click the icon in the top right corner and select Modules under Customization.
  3. Select Expenses and navigate to the Fields tab.
  4. Click +Add New Field.
  5. Enter a name for your custom field.
  6. Select the type of data that youโ€™re going to enter for this custom field.
  7. After you select an appropriate data type, a preview of how the custom field will look like while creating a record will be displayed below.
  8. Click Save.

Now, your submitters will be able to add additional information in this custom field when add expenses for approval.

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