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 Custom Fields in the menu

3. Click the toggle to turn on Custom Fields

4. Click the Create new custom field button
5. Enter the Custom field name i.e. Client Code
6. Toggle Make this field visible to Owners, Admins, Accountants  and Approvers only? if you would like this field to only be accessible by people with these access levels

7. Select an option for Which budgets or subscriptions require this field:

   1. All current and future budgets / subscriptions: This custom field will automatically apply to newly created budgets and subscriptions.
   2. Specific budgets / subscriptions: You can select multiple budgets and subscriptions.
   3. None: This custom field will not apply to any budgets or subscriptions.

8. Select how you want your staff to provide the custom field information from either a Free text input or a list of Predefined options. 

9. If you select Predefined options, type in each custom field option in the Add new option input and hit the Enter key.

10. Click Create new custom field

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 customise which budgets and subscriptions a custom field is required for expense reports when integrated with an accounting software:

1. Click Settings

2. Click Custom Fields

3. Click the toggle to turn on Custom Fields

4. Open an imported custom field

5. Select an option for Which budgets or subscriptions require this field

6. Click Update custom field