Edit Custom Property Values
Relevant to the 
Expenses Administrators role.
Accessed via: Custom Properties > Edit Values button
|
1 - This option is only available in the Essentials and Plus editions. 2 - This option is only available in the Plus edition. |
This section covers;- oAdding / Deleting Custom Property Values oImporting Custom Property Values from a File
Refer to Custom Properties for oCreating and Managing Custom Properties |
Adding / Deleting Custom Property Values
oAdd new Custom Property Values via the Add Value button.
oDelete individual Custom Properties Values via the 
icon to the right of the property value you wish to delete.
oDelete All Custom Property Values via the Delete All button.
oUse the Save button to save your changes.
Importing Custom Property Values from a File
oCustom Property Values can be imported directly from a pre-populated Comma Separated Values (CSV) file via the Import File button.
oThe file needs to be structured as follows: {Value}, {Display Name}, {Parent Value}, {Display Group}, {Company}
Column Number |
Details |
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|---|---|---|
1 - {Value} |
Required field (non blank). |
|
2 - {Display Name} |
Recommended field. Defaults to {Value} text if omitted or blank. |
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3 - {Parent Value} |
Recommended if property has a parent. The {Value} applies to all parents if omitted or blank. If {Parent} is specified the line will be skipped if the custom property does not have a parent. |
|
4 - {Display Group} |
Recommended if display group setting is enabled for property. Display group is set to blank if the field is omitted or blank. |
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5 - {Company} |
Required if same values for all companies setting is enabled Recommended if the Use Same Values For All Companies setting is disabled for property.
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oUse the Save button to save your changes.
