Custom fields
If you need to add more information to Declaree, you can set up custom fields. These fields allow you to add extra details to your data exports for administration or accounting purposes.
Types of Custom Fields:
User Field: Adds extra information to a user profile (e.g., business unit).
Report Field: Adds a custom field to every report.
Expense Field: Adds additional details to each expense.
Advance Field: Used for recording cash advances given to employees.
Steps to Create Custom Fields:
Navigate to Custom Fields:
Go to Settings/Admin > Custom Fields.
Add a New Field:
Click 'Add Field' at the top of the page.
Choose the type of field you wish to create (User, Report, Expense, or Advance).
Configure the Field:
Decide if the field should be a text field or a dropdown selection (you can define the options yourself).
If you want the custom field to be included in your data exports, define a "system key". This allows the field to be selectable in the export settings.
Detailed Descriptions:
User Field:
Example: Add a custom field for a business unit in user profiles.
Once created, it appears in the user’s profile.
Use the user-upload function to fill in this field for all users.
Report Field:
Adds a custom field to every report.
Option to make the field mandatory, preventing report saving without it being filled.
Expense Field:
Adds extra information fields to each expense entry.
Visible to users when they create an expense.
Advance Field:
Used for recording cash advances (negative amounts).
Can be added when creating or editing a report by selecting "Add" on the left side.
Pro Tip:
💪 Hint: While custom fields are versatile, avoid using too many. Excessive fields can make the application less user-friendly for your employees, requiring them to fill in numerous fields.
By following these steps, you can efficiently set up custom fields in Declaree, ensuring that you capture all necessary information without overwhelming your users.