Individual Descriptions on Specific Document Types

FeatureGeneral availability on-premisesGeneral availability onlinePublic preview
More descriptive labels specific to expense typeCheckmark Apr 2025Checkmark Apr 2025Checkmark Mar 2025

Business value

This update gives companies more control over how they label expenses. By having different captions for Expense, Mileage, and Expense Reports, companies can:

  • Tailor captions to suit different expense types, making tracking more precise.
  • Use specific terms that align with policies and regulations.
  • Make it easier for employees to submit expenses correctly.

Feature details

This feature allows users to:

  • Define captions such as "Description" for expenses and "Purpose" for mileage.
  • For increased clarity, use "Attendee" for expenses and "Passenger" for mileage.

For more information, see Setting up fields.