Custom fields on Spendesk
You can now add custom fields to requests and payments.
They can be called "Project name" "Client name" "Trip" "Billing : yes or no"... or anything that can be useful to analyze your expenses!
👉🏻 It is possible to add several custom fields with multiple values.
These will be exported in an additional category on your CSV file.
Set up custom fields
Reach out to your customer success manager or support team to activate this feature.
Go to the Settings > Custom fields page.
Any field can be mandatory - or not - to a team or even several. This way, custom fields can be filled by the Requesters in any request (along with supplier details, amount, description...) or after payment.
☎ Note that on the mobile app, the field will be asked post-payment for payments made with physical cards.
We usually sort values by alphabetical order :
However, if you want your custom fields to be in a specific order, simply add numbers at the beginning of the value!
Edit custom fields
If you need to edit the custom fields set up on your account, reach out to your CSM or your support team.
☝️Payments in the "To Prepare" tab will lose the information filled if you edit custom fields or values before their export.
☝️Payments already exported will keep the information filled.