When you’re tracking your expenses, the most integral part of the process is how the expenses flow into your Accounting System. You might have used other expense trackers to create your expense report, but you find yourself trying to cross the chasm between organized expense reports the way you like them and the expense reports the way your accounting department likes them. This results in a giant time drain as you relabel your expenses or do the notorious Copy+Paste job from one excel document to anther.
We’ve found the best way to track expenses is to make sure the accounting department and the employees are all on the same page from the get-go. That’s why we’ve made some refinements to our Custom Fields feature.
With ProOnGo Expense’s Custom Fields, you can change how you’d like to label your expenses to make sure you’re on par with your company. There are two ways to change your Custom Fields;
1) Change your Custom Fields via the ProOnGo Web Portal
Login to ProOnGo.com and you’ll find the tab Custom Fields. From there you’ll be able to add/edit/delete values for your expense categories and when you hit Update, your expenses will automatically update on your mobile device.
If you have a business account, you may find it difficult telling all of your employees to login to the Web Portal and manipulate these values so you can properly label your expense. That’s why whenever a Manager changes their Custom Fields, their employees Custom Fields are updated as well.
2) Change your Custom Fields via the ProOnGo Expense App
Alternatively, you can change your expense categories on your phone by browsing to the Options tab. Pictured is the ProOnGo Expense app for Android, and under the Custom Fields option, you can change the name of your expense category as well as add and remove values.
From the Custom Fields menu, you can also set Default categories for your expenses. For example, if all of your expenses are paid for through your American Express card, you can make sure ProOnGo Expense categorizes your expenses with the payment method of American Express.
If you think we’re missing a feature, or you have a suggestion for how we can make ProOnGo Expense better, don’t hesitate to shoot us an email (Support@ProOnGo.com) or send us a Tweet.