When your accounting export is missing key details, your finance team pays the price.
You end up chasing people for context, fixing miscodings, and manually editing files.
Adding custom fields (like Location, Project, or Client) solves that.
Those fields travel with every transaction, and they appear automatically in your exports.
Why this matters
Extra export fields help you:
Reduce back-and-forth with employees and approvers.
Speed up month-end by exporting files that are “ready to post.”
Improve accuracy by keeping context attached to spend.
Standardise reporting across teams, locations, and entities.
Step-by-step: Add a new field to your export
1) Open Settings
Go to Settings from the main menu.
2) Find Advanced Fields
Open Advanced fields (or your custom fields section).
3) Create a new field
Click Create field.
4) Name your field
Enter a clear name that will make sense in accounting files.
Example: Location
5) Choose the field type
Pick the type based on how you want users to fill it in:
Text field
Best when users should type freely. Example: “Dubai Office”, “Warehouse 3”, “Remote”.
Single select
Best when you want clean, consistent options. Example options: “Dubai”, “Abu Dhabi”, “Riyadh”.
If you choose single select you can either add the options for this additional field manually or by downloading or CVS template.
The template will have these two columns only:Code
Name
Fill in your accounts:
Code = a number
Name = name the options for this addition field
6) Make it required for export if needed
Turn on Required for export. This ensures the field is completed and included every time you export.
Quick tips for clean exports
Use Single select for anything you report on monthly.
Keep names short and consistent (avoid “Office Location” vs “Location”).
Add a helpful description so users don’t guess.
Common issues
Field isn’t showing in the export:
Check it’s created under Advanced fields and marked required for export.Users keep entering messy values:
Switch from Text to Single select and lock in options.