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How to manage Custom Fields for Budgets

How to use, create, edit, and archive budget custom fields

Create, edit, or archive your budget custom fields.

You need to have the Company Admin user role to create, edit, or archive budget custom fields.

  1. Click on your initials in the top right and navigate to Settings
  2. Navigate to the budgets tab
  3. Scroll down to see the budget custom fields section
  4. Click on the edit icon to make changes to existing fields, or add new a new field
  5. You can change the field type, if it's required or not, and which user roles can access it
  6. Remember to save any changes