Objectives

• Add Expense Custom Fields

Steps

Users have the ability to customize the fields in Expenses to suit their preferences. To get started with customizing the fields, follow these simple steps:

• Navigate to the Billing Module

• Go to Configuration→ Settings

• Under the Money Settings, choose Custom Fields

• Choose Expenses Tab to access the list of Expenses custom fields
• Here you can add new fields, edit or remove existing ones and rearrange the field's positions.

• You can also apply filters to search for fields and add columns for other languages to view custom field names in multiple languages.

• To add a new field, specify whether it applies to all entities or a specific entity, provide a title in the default language (and optionally in multiple languages), select the field type, indicate if it is required, and set a default value in case the field is left blank.

• Custom fields can be of various types, including text, date, list, person, user, number, link, and more.

• After creating the customized fields, you can easily fill them out while creating the Expense. 

• On the "Custom Fields" tab, the custom fields will be available for input.

• Once the Expense is generated, these custom fields will also be visible and accessible from the Expense page

•  and you can edit them on the fly.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!