How do I record client codes, project codes, regions and other business codes in Weel?

Custom fields can be setup to record any business codes when your staff members make for a payment.

To set up a custom field:

1. Click Settings

2. Click Expense Management

3. Click the toggle to turn on Custom Fields

4. Tick "Visible to Admins, Approvers and Accountants Only?" if you would like field to only be access by people with these access levels

5. Enter the Field Name i.e. Client Code

6. Select Which Budgets or Subscriptions Require This Field from the drop-down list

7. Select how you want your staff to provide the custom field information from either a Free Text Field or a Drop-Down List

8. If you select Create List type in your custom field options and hit the Enter key

9. Click Create

If you have integrated your Weel account with Xero or MYOB Weel will automatically import tracking categories from your accounting software and create custom fields for you.

To add a custom field to your expense reports when integrated with an accounting software:

1. Click Settings

2. Click Expense Management

3. Click the toggle to turn on Custom Fields

4. Open an imported custom field

5. Select Which Budgets or Subscriptions Require This Field from the drop-down list

6. Click Save