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. Head to Settings > Workspace > [Workspace Name] > Reports Fields.
2. Under Add New Field, enter a Field Title.
3. 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
4. Select the report type: Expense Report or Invoice.
5. Click Add.