Report Fields let workspace admins collect additional header-level information on reports, such as project names, client codes, or trip types. This feature is only available on the Control plan.

Report Fields apply to expense reports. They don’t appear on invoices. To collect extra details on invoices, learn how to enable Invoice fields.

Note: If your workspace is connected to an accounting system like QuickBooks Online, QuickBooks Desktop, Intacct, Xero, or NetSuite, Report Fields must be created in that system directly. Learn more about connecting integrations.

Enable Report Fields

To enable Report Fields in a workspace:

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click Workspaces.
2. Click your workspace name.
3. Click More Features.
4. Toggle on Report Fields.

Note: If you’re not on a Control plan, you’ll be prompted to upgrade before enabling this feature.

Create New Report Fields

Once Report Fields are enabled, follow these steps to create a new field:

1. Go to Workspaces > [Workspace Name] > Report Fields.
   • If you don’t see Report Fields, first enable it using the steps above.
2. Click Add field.
3. Click Name and enter a name for your field.
4. Click Type and choose one:
   • Text – Add a field for free text input.
   • Date – Add a calendar for date selection.
   • List – Add a list of options to choose from.
     • To create list options, click List values, then click Add value for each option.
   • Formula – Add a formula field.
5. After naming and choosing the field type, click Save.

Edit or Delete Report Fields

To modify or remove an existing Report Field:

1. Go to Workspaces > [Workspace Name] > Report Fields.
2. Click the field you want to update.
3. Make your edits in the right-hand panel, or click Delete to remove the field entirely.