You can set the visibility and the required-for-review or submission options for each custom expense field to which they apply.
Payhawk provides you with control over the employees who can view specific custom fields.
In the Payhawk web portal, go to Settings > Expense fields > Custom fields.
Select the desired custom field and go to its Settings tab.
To change the name of the custom field, go to Name and fill in the new value.
To define the employee role for which the field will be visible, go to Visibility and select the desired role from the drop-down menu.
To display the custom field for specific expense categories, switch on the Display custom field for specific categories toggle and select the expense categories from the drop-down list.
To require your reviewers to provide values for the expense field when reviewing related expenses, switch on the Required for review toggle.
Under Suggestions, you can select the strategy Payhawk can use to automatically populate the custom field for the expenses. For more information, see the article about automatic population of expense field data.
When ready, click on Save changes.
