What are Custom Fields when creating an expense policy
When creating an expense policy, you will have to option to include custom text fields. Custom text fields are additional information you’d like your employees to fill up when submitting a request, for example, employee ID number and more.
To include a custom field for an expense policy:
On your admin dashboard, head to the left panel.
Click Expenses > Policies.
Click Create Expense Policy.
Select Generic, Mileage or Allowance from the drop down list.
Click Create Policy.
Scroll down. At Part 1 : Policy, click Advanced Settings.
Select Custom Text Field.
Fill in the required details.
- Walkthrough Video: How to Set Up Expense Policy