As an admin, I would like to obtain additional information about the expenses from my submitters. How do I do that?
You can obtain additional information from your submitters by creating new custom fields for the expense creation form. Here’s how:
- Click Admin View on the left sidebar.
 - Go to Settings on the left sidebar.
(OR)
Click Settings in the top right corner of the page. - Select Modules under Customization.
 - Click Expenses.
 - Go to the Fields tab.
 - Click + Add New Field.
 - Provide a name for the custom field.
 - Select the type of data that youโre going to enter for this custom field.
 - After you select an appropriate data type, a preview of how the custom field will look like while creating a record will be displayed below.
 - Click Save.
 
Submitters will now be able to add additional information in this custom field while submitting expenses for approval.