'Field Configurations' is yet another exciting new addition to our efforts to help administrators take complete control over the expense field customisations. Using this, Admins can now not only modify the names of expense fields but also choose different kinds of input field types for them.
Along with letting you specify which user roles can view a particular expense field while Fyling expenses, the Field Configuration feature also lets you tell the system which user roles have the necessary privilege to edit the settings of a particular expense field .
To get to the section where the magic happens:
- Login to your Fyle account and Goto Settings
- Click on Expense Fields
To begin configuring an expense field:
- Click on the name of the field.
(Let's use the 'Expense Description' field as an example here.)
- The Configuration pop-up comes up.
Here you'll see the option of customising every aspect of the field as per your requirement. Let's delve deeper into how that's done.
To configure how the field appears:
- You can start by changing the Display Name
(e.g.: 'Description' instead of 'Expense description') so as to make it easier for your users to understand what needs to be filled in.
- Similarly, you can also assign a Placeholder for the field to simplify it further.
- Further-on, you can choose whether the field needs to be a Text field or a drop-down with choices that users need to pick from.
- Select option of setting the field as Mandatory or not.
- Next come the Projects and the Categories selection sections wherein you can hand-pick which of them you'd like to display the field for.
If you scroll further down within the pop-up, you'll come across options that let you decide whom to show the field to as well.
To configure to whom the field appears:
- Select the User Roles for whom this field would appear.
- Lastly, you can take a decision on the User Roles you'd like to provide access to be able to edit this particular field.
Once done, just click on Save.
And just like that, you've managed to customise a generic expense field into one with information only relevant to your organisation and your users. Not only that, you've made the field extremely easy to understand for your users as well as managed to cherry-pick whom to display it to in one go!