How to set up custom fields for Spending card

Goal:

• Setting up custom fields for Spending card 

The following article outlines how to create Spending card custom fields. These custom fields will appear in My Transactions, Reconcile Transactions and CSV exports. 

Steps:

1. On the left-hand navigation bar select Settings
2. Select Customize Spending cards under Customizations
3. Select +New Custom Field
4. Enter a Fields Name and select the Required field if the custom field is required
5. Select a Field Type from the drop-down and select Save Custom Field 

Congratulations! You've created a custom field for Spending card.