Page tree




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!

  • No labels

This page has no comments.