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How can I set up a new accounting field?


Accounting fields are customizable fields that can be created within the Brex dashboard for additional transaction reporting and classification. These will be available to create either within your existing ERP integration or while using Universal CSV. To set up a new accounting field, follow the steps provided below.

Step 1: In your dashboard, go to Integrations > Manage > Accounting fields.

CX - Accounting Fields 01

Step 2: You’ll see any existing fields that have been imported from your ERP or accounting fields that were created previously. Click New custom field.

CX - Accounting Fields 02

Step 3: Enter in your field name.

Step 4: Select your field type from List, Checkbox, or Freeform.

  • A list will allow the user to select a field from a dropdown list.

  • A checkbox will allow the user to select Yes or No.

  • Freeform allows users to type up to 1,000 characters in the box.

If selecting Checkbox or Freeform, please skip step 5.

Step 5: If you selected List, enter in the values you’d like to see in each dropdown.

CX - Accounting Fields 03

Step 6: Select whether you'd like to allow employees to edit this field for all of their expenses.

Step 7: Click Create field

Your new field will now be available to categorize expenses across Brex. Custom fields can be edited later, but they can only be exported via CSV. They will not be synced directly to your ERP.

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Brex Empower

How can I set up a new accounting field?


Accounting fields are customizable fields that can be created within the Brex dashboard for additional transaction reporting and classification. These will be available to create either within your existing ERP integration or while using Universal CSV. To set up a new accounting field, follow the steps provided below.

Step 1: In your dashboard, go to Integrations > Manage > Accounting fields.

CX - Accounting Fields 01

Step 2: You’ll see any existing fields that have been imported from your ERP or accounting fields that were created previously. Click New custom field.

CX - Accounting Fields 02

Step 3: Enter in your field name.

Step 4: Select your field type from List, Checkbox, or Freeform.

  • A list will allow the user to select a field from a dropdown list.

  • A checkbox will allow the user to select Yes or No.

  • Freeform allows users to type up to 1,000 characters in the box.

If selecting Checkbox or Freeform, please skip step 5.

Step 5: If you selected List, enter in the values you’d like to see in each dropdown.

CX - Accounting Fields 03

Step 6: Select whether you'd like to allow employees to edit this field for all of their expenses.

Step 7: Click Create field

Your new field will now be available to categorize expenses across Brex. Custom fields can be edited later, but they can only be exported via CSV. They will not be synced directly to your ERP.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->
Open an account

Brex Empower

How can I set up a new accounting field?


Accounting fields are customizable fields that can be created within the Brex dashboard for additional transaction reporting and classification. These will be available to create either within your existing ERP integration or while using Universal CSV. To set up a new accounting field, follow the steps provided below.

Step 1: In your dashboard, go to Integrations > Manage > Accounting fields.

CX - Accounting Fields 01

Step 2: You’ll see any existing fields that have been imported from your ERP or accounting fields that were created previously. Click New custom field.

CX - Accounting Fields 02

Step 3: Enter in your field name.

Step 4: Select your field type from List, Checkbox, or Freeform.

  • A list will allow the user to select a field from a dropdown list.

  • A checkbox will allow the user to select Yes or No.

  • Freeform allows users to type up to 1,000 characters in the box.

If selecting Checkbox or Freeform, please skip step 5.

Step 5: If you selected List, enter in the values you’d like to see in each dropdown.

CX - Accounting Fields 03

Step 6: Select whether you'd like to allow employees to edit this field for all of their expenses.

Step 7: Click Create field

Your new field will now be available to categorize expenses across Brex. Custom fields can be edited later, but they can only be exported via CSV. They will not be synced directly to your ERP.

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Still can't find what you're looking for?

Chat with us->