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Add User Defined Field

Steps to Add a User Defined Field

  1. Open Settings Manager
    From the top of your ExpensePoint screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen
  2. Navigate to User Defined Fields
    Click on the User Defined Field option in the left-side navigation menu.
  3. Select Add Custom Field
    In the left-side navigation menu under User Defined Field, select Add Custom Field.
    Add Custom Field menu option in the User Defined Field navigation menu
  4. Enter Field Details
    The User Defined Field Editor window will open.
    User Defined Field Editor window
    1. Enter the desired name for your custom field in the Field Name box.
    2. Optionally, select any of the following checkboxes:
      1. Show in Print Preview
      2. Contains personal information
  5. Save the Custom Field
    Click OK to save your new custom field.
  6. Confirm Creation
    After saving, the new custom field will appear in the list on the User Defined Field workspace.