In case it is required for you to set up some extra/additional fields in order to add more information of different natures to Declaree, this can be done by setting up custom fields.
There are different kinds of custom fields:
- User field
- Report field
- Expense field
- Advance field
These custom fields can be used to add extra information to the data export which will be imported into your administration or accounting software.
Go to Settings/Admin > Custom fields .At the top of the page click on 'Add field', and choose the kind of field you wish to create.
All fields give you the option to choose whether the field should be a text field or whether there is a dropdown selection that you can define yourself.
If you need the value of the custom field to be exported in your standard export, you have to define a "system key" so that it is possible to select the field in the export settings.
A custom field for employees can, for example be used to add extra information to a user profile, that does not exist in Declaree (e.g. business unit). When the field has been created it will be visible in the profile of the user. After creating the custom field you can use the user-upload function to fill in these fields for all the users.
If you create a new report field, every report will contain a field with the name you choose. You can also indicate whether filling in the field is mandatory or not. If you choose it to be mandatory, a user can not save his / her report without filling in the field.
If you require extra information to be registered in an expense you can create custom expense fields. This field is visible at every expense users create.
Advances are negative amounts and used when an employee gets a cash advance from the company. An advance can be added to a report when opening the report, and selecting "Add" on the left side.
💪 Hint: While custom fields are very versatile we advise not to use too many of them, as this might result in a large amount of fields that need to be filled in by your employees, making the application a lot less user friendly.