Improve reports > add new fields

nbvnbv Posts: 1Expensify Customer

It would be highly important for entities to customise some fields of the report that would enable employees forward particular information about each expense to the accounting department.

Example: some expenses use Company Credit Card but other use employees money. it would be great if employee could add to each expense this information.

Answers

  • Nicole TrepanierNicole Trepanier Posts: 578Expensify Success Coach - Admin Expensify Success Coach

    Hi @nbv! Expensify does have an option to add report fields to your group policies. These can be text fields or dropdown lists. You can learn more about this feature here.

    At the expense level, you can add tag list and use the comment field for a text field.

    Can you tell me a bit more about the specific fields you are looking to add?

  • thehaggisthehaggis Posts: 3Expensify Customer

    Hello.. Can I jump in with some suggestions please? In Australia we would love if the pdf report could have GST columns.

    At the moment we have Date/ Merchant/ Description/ Total.

    A dream would be Date/ Merchant/ Description/ GST exclusive/ GST / Total.

    Most businesses need to collect this data. But not all items incur a GST.

    Is there any way to customise the columns?

    Thank you...

  • Nicole TrepanierNicole Trepanier Posts: 578Expensify Success Coach - Admin Expensify Success Coach

    Hi @thehaggis! While there is no option to edit the columns on the report or the PDF, if you export to an accounting package or to a CSV, you can have the GST populate in its own column. You can learn more about creating a custom export here.

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