How to Assign a Custom Field to Your Weel Subscription Fee

Assign a custom field to your Weel subscription fee to control which budgets and subscriptions require it, a Premium and Enterprise plan feature.

Before you start

• Custom Fields must be turned on for your business, available on Premium and Enterprise plans, not Basic. If you don't see a Custom Fields section under Settings, or it's greyed out with a tooltip, this is why.
• The custom field must already exist. See How to add a custom field to your expense reports if you haven't created one yet.

Steps

1. Click Settings.
2. Click Expense fields.
3. Scroll down to Custom Fields.
4. Click the relevant custom field to open it for editing.
5. Under Which budgets and subscriptions require this field?, choose one:
   • All current and future budgets / subscriptions: the field applies automatically to every budget and subscription you have now, and every one you create later.
   • Specific budgets / subscriptions: pick one or more budgets and subscriptions, including your Weel Monthly Fee subscription, the budget your Weel plan's own subscription fee is billed against.
   • None: the field won't be required on any budget or subscription, and it's hidden from the transactions table and CSV exports. Use this to switch a field off without deleting it.
6. Click Update custom field.

Related Articles

• How to limit custom field options displayed for subscriptions?
• How do I code my Weel subscription fee?