Expense Module Setup, User Defined Fields tab

User Defined Fields (UDFs) in the Expense Module Setup allow you to customize fields to capture specific information relevant to your business. This means you can tailor the expense claims form to include any additional data points that are important for your organization's expense tracking and reporting needs.

For example, you might want to add fields for:

• Project Codes: To track expenses against specific projects.

• Cost Centres: To categorize expenses by cost centre.

• Internal Remarks: To capture any comments or notes.

By using UDFs, you can ensure that your expense claims process captures all necessary information in a structured and consistent manner, making it easier to manage and analyze expenses.

When setting up Expense Types, you have the option to specify which User Defined Fields (UDFs) should be available for each particular Expense Type. e.g. Project Code only for Travelling Expenses.

You can define up to 20 User-Defined Fields for the Expense Claims Application, including 5 Text Fields, 5 Numeric Fields, 5 Date Fields, and 5 Checkboxes. This feature allows you to capture specific information not available in the standard application form.

Optionally, you can define a lookup table for each text field by clicking the Lookup button. Once a lookup table is defined for a User-Defined Text Field, only the values in the lookup table can be selected in the Expense Claims Application.

See also:

• Expense Module Setup

• Expense Type

• Expense Claims Application