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Expenses custom fields

How to create or amend custom fields for your expenses in Sage HR to enter useful additional information that your company requires.

Written by Oliver Cook

Expenses in Sage HR already have a default set of fields for you to enter information in. If you require additional information not relevant to these existing fields, you can create custom fields for additional details.

These will appear for someone to use when they add an expense someone can enter, and also appear on the expense claims report.

📎NOTE: Custom fields for expenses are available to use on the Sage HR mobile app.

Add an expense custom field

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Expenses, then click Custom fields.

  3. Click Add expenses custom field.​

  4. Give the custom field a name and choose a type for the field.

    📌TIP: Want to know more about the types of custom fields available? An explanation of each type is available in, Types of custom fields for an employee profile.​

  5. If required, add a description. This will appear when you hover over the ? next to the custom field when you add an expense.

  6. Select a location.

    ​ 📎NOTE: Currently Sage HR only allows 'Add expense form' as the location where the input will show. ​

  7. Click Confirm to save this field.
    ​

Edit an expense custom field

  1. Click your name in the top right, then click Settings.

  2. On the settings menu, click Expenses, then click Custom fields.

  3. Click Actions alongside it, then click Edit expenses custom field.

  4. Make your changes then save them.

Delete an expense custom field

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Expenses, then click Custom fields.

  3. Select the Delete option.

📎NOTE: You can't delete an expense custom field that someone has already used in an expense.

📌TIP: You rearrange the order of how the custom fields appear

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