If your account uses custom fields, you can restrict which options employees see when coding expenses for a specific subscription. This is useful when only a subset of options is relevant to that subscription's purpose.
Steps:
- Open the subscription create/edit form
- Enable the Limit custom fields toggle
- Select Specific custom fields
- Check the custom fields you want to appear for this subscription
- For list-type custom fields, click the edit (pencil) icon to choose which options are available
- In the modal, select the options that should appear and click Save
What employees see:
Only the options you've selected will appear when they code an expense against this subscription. If you've configured a single option, the field is pre-filled automatically — no action required from the employee.