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How to limit custom field options on budgets

  • Updated

To use this feature, you must have permission to edit budgets and have custom fields turned on.

Steps to limit custom field options

  1. When creating or editing a budget, scroll to the bottom of the form.

  2. Open Advanced controls.

  3. Turn on Limit custom fields.

  4. You’ll see all your existing custom fields listed — click the ✏️ icon to choose which options should appear for that budget.

  5. Click Save, then save the budget form.

Once saved, your team will only see the selected field options when submitting expenses for that budget.


 

 

How do I disable this feature?

If you no longer want to limit custom field options for a budget:

  1. Open the Create or Edit budget form for that budget.

  2. Scroll to Advanced controls.

  3. Toggle Limit custom fields off.

  4. Click Save, then save the budget form.

Once disabled, all custom field options will be visible again when team members submit expenses for that budget.

 

This feature is available on Premium plans and above. If you’re on a Basic plan and would like to enable Custom Fields, please get in touch with our Customer Success team at success@letsweel.com.