User Defined Field

User Defined Fields allow users to specify or classify additional parameters beyond the standard options in ExpensePoint. Think of them as customizable extensions that can be added across various areas of the system.

Examples of Usage:

• Mapping Credit Cards
• Employee ID
• Vendor Codes for users

Benefits for reporting:

These fields help to refine reports and filter searches more precisely, making your data analysis more targeted.

Workflows and Policies:

You can also assign workflows and policies that involve these custom fields, enhancing your system’s flexibility.

Steps to Manage User Defined Fields

1. Open Settings Manager
   From the top of your ExpensePoint screen, click the Settings Manager module.
   
2. Navigate to User Defined Fields
   Click on the User Defined Field option in the left-side navigation menu.
   
3. View and Manage Fields
   This will display the list of your available User Defined Fields.
   
4. Available Actions
   From here you can:
   1. Add a Custom Field
   2. Edit a Custom Field
   3. Delete a Custom Field
      
      

Watch the video below for a detailed guide on managing User Defined Fields.