Add custom fields to reports and invoices

Workspace Admins can add additional required fields to a report to include selections for project names, locations, trip information, and more.

You cannot create these report fields directly in Expensify if you are connected to an accounting integration (QuickBooks Online, QuickBooks Desktop, Intacct, Xero, or NetSuite). Please refer to the relevant article for instructions on creating fields within that system.

To create a custom field for a report,

  1. Hover over Settings and select Workspaces.
  2. Select the desired workspace.
  3. Click the Reports tab on the left.
  4. Scroll down to the Report and Invoice Fields section.
  5. Under Add New Field, enter a Field Title.
  6. Click the dropdown for the Type field and select the desired selection method:
    • Text: Provides a text box to type in the requested information.
    • Dropdown: Provides a dropdown of options to choose from.
    • Date: Opens a calendar to select a date.
  7. Select the report type: Expense Report or Invoice.
  8. Click Add.

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