Using Team Fields to add information to your expense flow
Team Fields allow admins to assign an additional piece of information to each employee. These fields are only visible to admins. Examples include: Office Location, Department, Group, and Employee ID.
You can add a Team Field on your People page, or by navigating to your Team Fields tab in your company settings. Select the field type. We've provided a few standard ones to choose, or you can create a custom field.
In this example, "Location" is the Team Field, and New York, San Francisco, and Austin have been added as field items.
After adding a Team Field to your account, you can assign this additional piece of information to individuals or groups of users. This data will be automatically associated with each expense submitted by these users.
On your people page, you can toggle between different Team Fields in order to view that information for each employee. Click the pencil icon to assign or change a Team Field.
Mapping Team Field items to your accounting software
If you have set up an integration Quickbooks Online, Quickbooks Desktop, Xero, or Netsuite, you can map your Team Field items to a field in your accounting software.
First, select the Accounting Field drop down in the header of the field you've just created, and select the accounting field:
Then, match each item on the list with the accounting field item:
QBO and QBD maps to: class, customer
Xero maps to: tracking categories
Netsuite maps to: location, department, class
Intacct maps to: class, department, location, customer, item
Learn more about managing your team and assigning Team Fields to people here.