User Defined Fields are helpful if you need users to further specify or classify certain parameters. Think of it as an extension to what already exists in ExpensePoint™. You can add these fields to several areas across the system. Examples of using User Defined Fields: Mapping Credit Cards, Employee ID, Vendor codes for users.
For the reporting, these fields are helpful if you need to further filter certain searches or refine the report.
You can also assign workflows and policies involving these fields.
To manage the User Defined Fields in your ExpensePoint™ system, go to Settings Manager module from the top of your screen.
Then click on the User Defined Filed from the left side navigation menu.
This will display the list of your available Undefined Fields.
From here you can:
- Add Custom Field
- Edit Custom Field
- Delete Custom Field
Watch the video below about User Defined Fields.