We’ve just released a relatively small but significant change: now you can add custom fields to your Expensify expense reports, thereby asking your employees to provide any extra information you require — right on the report itself. It’s our way of allowing you to make the transition from your current expense reporting process to Expensify as seamless and linear as possible.
The text boxes to populate the newly created custom fields will appear below the text box for the report title. Once text is entered, the entry will show up on the top right of the expense report.
There is no limit to the amount of custom fields you may add to an expense policy. Use them to provide more details, contact names and numbers, project names and identification numbers or anything else you may need to indicate on your expense report. For more information on how to add custom fields to an expense policy you created, or to create a new expense policy with custom fields, visit our expense policy help page.
what do we do when the custom fields do not come accross the expense report?
Hi Rocio, can you email email@example.com so we can dig in and figure it out? They should come through just fine, so let’s make sure it’s set up right. Thanks!