How To Add Additional Information/Field for Expenses (New Vers.)

How To Add Additional Information/Field for Expenses (New Vers.)

Adding extra information or fields to an invoice tailors it to specific business needs, improves organization and communication, and ensures all necessary details are captured.

1. Click on Settings

2. Click on Expenses

3. Click on 'Additional Expenses Fields'

4. Click on Add Row

5. Enter the Field Name

6. Choose a type

6.1 Explanations of each Type

1. Text: This field allows you to input any text-based information

2. Dropdown: This field allows you to create a list of options. To add options, type the desired option and press either the 'Enter' key or the ',' comma key. Each entered option will be added to the dropdown list, allowing you to select from the field value later.

3. Date: This field lets you pick a date from a calendar

4. Number: Allows you to only enter a number value

7. Check 'Would you like to show this for printing?'

8. Additional expense field displayed on print

9. Check Would you like to set this field as default?

10. Check 'Lock' to prevent editing the value when adding a new invoice

11. Check 'Required' to ensure that it is a required field

12. Click on Save

13. Click on Expenses

14. Click on 'Add New'

15. Click on Add Additional Field

16. Enter the field name you have created

17. Enter a value

18. Check 'Include when print' to display it when printing

19. Click on Confirm