Workspace Admins can add custom fields to reports or invoices to collect important header-level details like project names, business trip purposes, locations, or internal tracking codes.

🔒 Control plan required and integration limitations:

• Report fields are only available on the Control plan.
• You cannot create 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 on this page for instructions on creating fields within your accounting integration.

Add Custom Fields to Reports or Invoices

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 option:
   • 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.