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How to create a custom field for approvals?

  • Updated

 

Creating a custom field for approvals in DiviPay allows your Admins, Accountants and Approvers to mark transactions as approved.

To create a custom field for approvals: 

  1. Click Settings

  2. Click Expense Management

  3. Turn on Custom Fields 

  4. Tick the checkbox Visible to admins, approvers, and accountants only? - this means that this custom field will only be visible to Admins, Accountants and Approvers

  5. Enter Approval as the Field Name

  6. Select which budgets you would like the approval field to be applied to from the Select Applicable Budgets

  7. Select Create List 

  8. Type the following options into the Enter Field Options field and press enter:

    • Approved

    • Follow up required

  9. Click Create

Please note, you will not be able to create an approval custom field if you have integrated DiviPay to Xero, Quickbooks and MYOB AccountRight.