Custom Fields on Expenses
Advanced topic
This is an optional configuration step. If the standard expense fields are enough for you, you can skip this page.
Every company tracks expenses a little differently. If you need to capture extra information on a claim — a cost centre, a project code, a tax reference — you can add custom fields to the expense form.
How it works
Custom fields for expenses are configured in the Custom Fields setup (in the Company Setup area). You define the field once — its name, type (text, number, dropdown, date), and whether it's required — and attach it to the Expenses module. From then on it appears on the expense claim form for every employee, right alongside the built-in fields.
Good practices
- Keep it minimal — only add fields you'll actually report on.
- Use dropdowns for fixed lists (like cost centres) so entries stay consistent.
- Mark a field required only if every claim genuinely needs it.