Expenses Custom Fields allow customers to extend the expenses forms throughout SMB to capture any additional information required. The system offers a choice of 5 different types of field to be added to the form:
- Small textbox
- Large textbox
- Dropdown list
- Checkbox
- Date
Once added to the system, these fields will show anywhere that expenses are created, viewed or edited, as well as included in expenses reporting.
The current list of Custom Expenses fields can be found in Administration > Expenses Custom Fields, where you can add, edit and reorder the fields as needed.
Adding a Custom Expenses Field
To add a new field, first go to Administration > Expenses Custom Fields and click on the “Add New Custom Field” link at the top of the page. On the form shown, enter a title for the field and select the type of field to display. If the type chosen is “Dropdown list” you will also see a set of textboxes where you can enter the options you wish to display in the list.
Once you have completed the form, click on the “Add” button to create the field.
Editing a Custom Expenses Field
To edit an existing field, first go to Administration > Expenses Custom Fields and click the “Edit” button alongside the field you wish to edit. On the form shown, you can change the title of the field, but will not be able to edit the type of field, as there may already be records recorded against the field type.
Once you have made the required change, click on the “Update” button to save the field.
Deleting a Custom Expenses Field
To remove an existing field, go to Administration > Expenses Custom Fields and click the “Delete” button alongside the field you wish to remove. A confirmation box will be shown, asking you to confirm that you wish to remove the field. If the field has already been used in Expenses records, this will be explained in the pop-up box, alerting you that any expenses information recorded against the field will also be removed.
If you are happy to proceed, click on the “Delete Field” button to remove the field.
Reordering Expenses Custom Fields
To change the display order of Expenses Custom Fields, go to Administration > Expenses Custom Fields and click on the “Manage Field Order” link at the top of the page.
On the form shown, the current order of the fields will be displayed, with a dropdown list alongside each field denoting the current order. To change the order, simply update the values in each dropdown and click “Save” to confirm the change.
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