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Additional Fields Setup

The Additional Fields Setup allows you to define additional fields to the expense entry page so users can enter specific values. Currently, the page supports adding Dimension fields.

Create/Manage Additional Fields

  1. From the Travel & Expense Setup – Overview page, select Additional Fields
  2. Select New to create a Additional Field.
  3. To manage an existing Additional Field, select the Additional Field and select Edit from the Manage menu.
  4. Enter values for the following fields:
    • Code: Enter a short, meaningful identifier for the additional field.
    • Description: Enter a description
    • Lookup From: Select the lookup values you wish to display for this field.
    • Entity: Select the field you want to display on the expense entry page.
  5. To enable the Additional Fields they must be assigned to an Expense Category.