8/18/2023 0 Comments Abacus expenseChoose if the Field should be a dropdown field (members choose from a standard set of options) or text field (members input a unique response).Ĩ. Please Note: You cannot create multiple fields with the same names.ħ.Choose from the standard Expense Fields or choose to create a custom field. To create a custom Expense Field, select Create New Field.ĥ. If you have an integrated accounting software, you'll see the option to create a new field or to sync from your accounting software. You can also create custom Expense Fields in Abacus:Ĥ. You're all set! Synced accounting fields will always reflect the corresponding list in the connected accounting software - including as new tags are added and existing tags are deactivated - ensuring that the selections available to employees are always up to date. We recommend that you input a descriptive Expense Field name for Abacus that your users will understand.Optionally, rename the field as you would like it to appear in Abacus. The drop-down list that populates will include any currently unmapped custom fields from the integrated accounting software - each of these fields can be used only once within Abacus.Ħ.Select the field from your integrated accounting software for which you would like to create a synced Expense Field in Abacus. Click the gear in the top right corner to open the Company Settings page.Ģ. Sync a New Expense Field from Your Accounting Integrationįor lists that exist within your connected accounting platform, Abacus can automatically pull, map, and sync these fields in a few easy steps once you have an accounting integration set up:ġ. Expense Fields appear in the expense submission window and allow employees to add additional information to each expense. What are Expense Fields?Įxpense Fields allow you to track additional information about each expense for reporting and syncing back to your accounting system. If you need to track specific information for all or some expense types, consider including Expense Field requirements in your Abacus expense policy. Examples include Project, Event, Job, and Client. Expense Fields allow you to track additional information about each expense.
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