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Navigation: Zetadocs Expenses System Settings Help

Custom Properties

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Custom Properties

Relevant to the hmtoggle_arrow0Expenses Administrators role.

Accessed via: main_menu1 > System Settings

note_image Note: This help is applicable for all editions of Zetadocs expenses. Where features are only available they are marked according to the table below.

1 - This option is only available in the Essentials and Plus editions.

2 - This option is only available in the Plus edition.


Custom properties are additional fields and values which may be specified for an expense e.g. Department, with Sales, Marketing, Operations, Finance as values. Each expense can have multiple custom properties and each property can have one value, which may either be blank (if permitted for that property), or one of the specified values for that property.

Business Central

Custom properties can be mapped to Business Central which are used for analyzing expenses in Business Central. Including them in the expenses will help when exporting data into the ERP system to ensure the ERP fields are populated correctly.

The Business Central export can be customized with Business Central C/AL code by your Business Central partner to meet your individual needs.

Creating and Managing

Create new Custom Properties using the Add New Property button.

oManage Custom Properties via the manage_icon icon located to the right of the list.


Enabling / Disabling

You may consider making these invisible if they are configured to have a default value which the user does not need to be aware of.

oBy default, any disabled custom properties are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Properties check box..

oCustom Properties can be disabled via the Enable / Disable toggle.


Changing the Display Order

oCustom Properties can also be promoted / demoted in the list by dragging the burger_menu icon located to the left of the custom property.

oUse the Save button to save the list order. This order is then used in all Custom Property drop down selectors.