Currently, as an Admin or Super Admin, you can create Custom fields that are useful for additional data collection purposes in the Reimbursement, Cash Advance, and Trips submission processes. In this case, you can add extra information beyond what Mekari Expense has provided. Learn the steps below.

1. Log in to your Mekari Expense account.

2. Then select the Settings menu and click the “Custom fields” tab.
   

3. Next, click “Create custom field”.
   

4. You will then be directed to the following screen. Fill in the fields.
   
   Explanation:

   No.	Feature Name	Description
   1	Custom field name	Name of the custom field.
   2	Description	Description of the custom field created.
   3	Field visibility	Application of the custom field on transactions for reimbursement request, cash advance request, cash advance settlement, trip request, purchase invoice request, product details, and vendor details.
   4	Exported field	Toggle this switch if the field can be exported in .csv format.   Currently, this toggle is not available for purchase invoice request, product details, and vendor details.
   5	Show in filter	Toggle this switch if you want the field to be displayed in the list filter. Currently, this toggle is not available for purchase invoice request, product details, and vendor details.
   6	Field type	The format of the field to be selected.
   7	Caption	Description of the field.
   8	Required field	Activate this toggle if the field is mandatory to fill out.
   9	Preview	Preview of the field that will appear later.

   Here are the detailed appearances of each selected Field type:
   1. Paragraph
   
   2. File upload
   
   3. Date picker
   
   4. Single dropdown
   
   5. Multi-choice dropdown
   
   6. Exported File
   Accessible through the Transactions menu and the file will be sent via email.
   
   If the custom field cannot yet be exported, then data in that custom field will not appear in your exported CSV file.

5. For example, you want to create a Custom field related to the reference number column for the Purchase invoice request page.
   

6. Then, under Field visibility, check the toggle for Purchase invoice request. The following options will appear. Here, you can choose one of two options to determine which field will appear on the Create purchase invoice page.
   

   Here is an explanation of the 2 types of detail field visibility you can select:
   - Additional details: Displays optional additional or extra details.
   - General information: Displays main and general information related to the invoice request.
   

7. Next, select the Field type and fill in the Caption if needed. Then activate the toggle for Required field if the column is mandatory to fill out.
   

8. The preview of the Custom field you created will look like this.
   

9. Then, click “Save”.
   

10. The Custom field will appear on the following page.
    

11. You can edit the Custom fields by clicking “Actions” then selecting “Edit”.
    

12. Or you can deactivate the custom field by clicking “Actions”, then choosing Deactivate, or select Delete to remove it.
    

13. A custom field that has been deactivated will no longer appear on the transaction page.

In this case, if there is a transaction whose custom field has been deactivated or edited, the changes will be applied immediately to the related transaction.