Available in Team and Enterprise plans.
What is a custom field?
Each expense in Jenji includes fields to be completed by default. These fields are as follows: Seller, Total including tax, Total excluding tax, Date, Category, Payment method, Country, Currency, Comments.
A custom field is an additional field, configured to meet a specific need relating to a treatment process or a business expense policy.
A few examples:
- Creation of a custom field entitled Guest details, which is displayed when an expense is entered in the External invitation category, of text type and whose information is Required.
- Creation of a custom field entitled Number of nights, which is displayed when an expense is entered in the Hotel category, of number type and whose information is Required.
- Creation of a custom field entitled Project, which is displayed regardless of the category of the expense, of the dropdown list type and whose information is optional.
It is possible to filter expenses by custom field. In addition, the data is available in standard exports in CSV and Excel format.
Create a custom field
- Go to the web application at app.jenji.io.
- Access Settings by clicking at the top right of the screen.
- In the Company settings menu on the left of the screen, click Expense policy, then Custom fields.
- Select the Expenses or Employees
- Click on the Add
- Complete the variables of the custom field:
- Available types: Text, Long text, Decimal number, Integer number, Single option dropdown list, Multi select dropdown list, Date, Hour, Address, True/False.
- Scope: Choose the category for which the custom field should be displayed. If the custom field must be displayed regardless of the category of the expense, all you have to do is leave the scope empty (all categories will be taken into account).
- Condition: Is the field required or optional when entering/checking an expense.
- Click on Save
- The custom field has been created and is displayed in the list.
If the List type has been selected, several entries must be completed in order for them to appear in the dropdown list.To do this:
- In the custom field Options section, click on Add.
- Enter the information for an entry in the list, then click on Save.
- Do the same for the following entries, then, when finished, click on Save.
Once configured, the custom fields appear among the other standard fields. They can be completed by the employee when entering an expense, and by the checker and/or the manager during the following steps (compliance/acceptance).
Order the display of custom fields
- Click on and hold the field's cell, and then drag the field.
Search for expenses associated with a custom field
- Still on the web application, in the Expenses > Team tab, click on the icon represented by a Funnel.
- Select the variable or entry you are looking for, then click on Filter.
- The corresponding expenses are displayed.
Note: It is possible to do a cross search if several custom fields have been configured.
Edit a custom field
- Via the custom field configuration, hover the mouse over the cell and click on the Pencil
- Edit the settings of the custom field, and/or its options if it is a List type custom field.
- Click on Save
Delete a custom field
- Via the custom field configuration, click on the Bin
If you want to remove options from a List type custom field:
- Edit the custom field, and click on the Bin icon of the entry you want to stop showing from the dropdown list.
Points to take into consideration When a custom field has been deleted:
1- The field no longer appears when entering an expense.
2- The field is no longer available in the Custom Fields filter (symbolised by a funnel). It is therefore no longer possible to search for expenses using the custom field.
3- Any information related to an expense before the field is deleted will still be available when viewing the expense or in the generated export, provided that the expense has passed the approval step at the time of deletion.