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