Custom fields for expenses

johnsalomonjohnsalomon Expensify Customer Posts: 4 Expensify Newcomer
edited February 2019 in Ideas

Define custom fields for expenses beyond the current ones. Examples:

  • supplier VAT number (free text)
  • unique expense code for those of us who need to physically write an identifier on receipts before photographing/uploading them, and include that identifier in the submitted report
  • Location
  • Project / customer

Ideal would be for these fields to be mappable to corresponding columns in the export format (I assume this would be doable with a formula).

8 votes

Gathering use cases · Last Updated


  • Conor PendergrastConor Pendergrast Expensify Success Coach - Admin, Expensify Team Posts: 100 Expensify Team

    Hey John, while the free-text fields aren't possible at the expense level, you can absolutely have lists of items like Locations, Projects and Customers at the expense level. Those are called Tags, and here's a help page on that topic.

    You can also export the tag option to your accounting system via spreadsheet too, using the formula {expense.tag} if you have one level of tags, or {expense:tag:ntag-1}, {expense:tag:ntag-1} etc if you have multiple level of tags.

  • BrendonBrendon Expensify Customer Posts: 1

    Surprised this doesn't have more votes, this is probably the biggest problem I have with Expensify and likely the reason we won't use it long term.

    It would be very useful if you could add a custom text field to Expenses, not just the report.

  • KevinAKevinA Expensify Customer Posts: 3 Expensify Newcomer

    Definitely adding my vote. I desperately need a free text field at expense level to note project numbers

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