Custom Properties
This user is able to configure System Settings.
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Accessed via: 
> System Settings
 Note: This help is applicable for all editions of Zetadocs expenses. Where features are only available they are marked according to the table below.
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1 - This option is only available in the Essentials and Plus editions.
2 - This option is only available in the Plus edition.
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Custom properties are additional fields and values which may be specified for an expense e.g. Department, with Sales, Marketing, Operations, Finance as values. Each expense can have multiple custom properties and each property can have one value, which may either be blank (if permitted for that property), or one of the specified values for that property.
Business Central
Custom properties can be mapped to Business Central which are used for analyzing expenses in Business Central. Including them in the expenses will help when exporting data into the ERP system to ensure the ERP fields are populated correctly.
The Business Central export can be customized with Business Central C/AL code by your Business Central partner to meet your individual needs.
Creating and Managing
Create new Custom Properties using the Add New Property button.
oManage Custom Properties via the 
icon located to the right of the list.
Property Details
Setting
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Details
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Name
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The unique name given to the custom property.
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Display Name
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The name of the custom property as it is to be displayed to the submitter in the mobile app.
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Parent Property
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A parent property is set when the permitted values for this property depend on the value of the parent. It is used for linked properties such as Jobs to Job Tasks.
None - The custom property does not have a parent property.
<Custom Property> - Specify an existing Custom Property that will be the parent for this custom property.
When a parent custom property is defined, the values for this custom property (shown to users on the New Expense form) will be filtered accordingly.
In the following example, if the Submitter were to select the Job as JOB00020, only the three options relating to this Job would be available for selection as a Job Task.
Job (parent) property
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Job Tasks (child) property
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JOB00010
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Consulting
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JOB00010
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Review and Sign-off
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JOB00010
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Demolition
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JOB00010
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Reclaim Bricks
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JOB00020
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Initial Consultation
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JOB00020
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Prep for install
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JOB00020
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Deliver table, other furnishings
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Analysis Field1
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None - The Custom Property will not be included in the Reporting Data Feed.
Other values1 - The label assigned to the Custom Property in the Reporting Data Feed when analysing the expense data in PowerBI / Excel.
Note: Department and Area fields are pre-defined in the reporting template which is downloadable from the Updates page on the Equisys website.
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Client Display
Setting
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Details
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Show in Client
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Show - The custom property will be visible to the user when they submit an expense.
Hide1 - The custom property will not be visible to the user when they submit an expense. This is useful when the custom property has a default value that the submitter does not need to be aware of.
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Use Display Groups
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Yes - Property values are shown as a two level list, with the group name as a heading followed by all values in the group.
No - Property values are shown as a single list without any group headings.
Note: When using Display Groups the system determines the display group as follows;-
oWhen {Enable ERP Sync} is set to "No" The display group as manually populated via the Edit Values button.
oWhen {Enable ERP Sync} is set to "Yes" Uses Business Central records with a value type of "Begin-Total".
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Use Same Values For All Companies
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Yes - The same property value list will be used for all companies.
No - the list of property values will depend on the company specified for the expense.
Note: Only shown when using more than one company.
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Display Order
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Display Name - The client will display the values in alphabetic order of the display name. Use this option with lists which do not have a fixed order.
Value - The client will display the values in alphabetic order of the value. Use this option if the value is used in your ERP system to display options in a fixed order.
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Require Value
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No - It is not mandatory for the user to record a value against this Custom Property.
Yes1 - It is mandatory for the user to record a value against this Custom Property.
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Default for New Expenses
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Copy previous value - When creating a new expense the system will default the value of this Custom Property to the one the user used on their previously submitted expense.
None1 - There is no default value. Note: this could result in the value not being populated by the user unless the {Require Value} is set to Yes.
Fixed values1 - use values from the Custom Properties values list.
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Default if Not Set
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This option is only used to retrospectively populate old expenses that were created without a Custom Property.
Copy previous value - When creating a new expense the system will default the value of this Custom Property to the one the user used on their previously submitted expense.
None1 - There is no default value. Note: this could result in the value not being populated by the user unless the {Require Value} is set to Yes.
Fixed values1 - use values from the Custom Properties values list.
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Analysis Field1
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None - The Custom Property will not be included in the Reporting Data Feed.
Other values1 - The label assigned to the Custom Property in the Reporting Data Feed when analysing the expense data in PowerBI / Excel.
Note: Department and Area fields are pre-defined in the reporting template which is downloadable from the Updates page on the Equisys website.
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Export Settings
Setting
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Details
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Enable ERP Export
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No - This Custom Property will not be included in the ERP export.
Yes - This Custom Property will be included in the ERP export.
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Use Same Values For All Companies
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Yes - The same Export Type mapping will be used for all companies.
No - You must specify a Export Type mapping for each company.
Note: Only shown when using more than one company.
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Export Type*
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The Field in Business Central which will be set to the Custom Property value when the expense is exported.
Dimension - Used to tag the Business Central Dimension to the exported expense line for analysis in Business Central.
Job1 - Used to tag the Business Central Job Number to the exported expense line when you want to allocate the expense to a job.
Job Task1 - Use to tag the Business Central Task Number to the exported expense line when you want to allocate the expense to a task.
Job Line Type1 - Use to tag the Business Central Job Line Type to the exported expense line when you want indicate if the job is billable, budget or both.
Note: Only shown if {Enable ERP Export} is Enabled
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Dimension Number*
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Needs to match the dimension number i.e. 1 set on the General Ledger Setup on Business Central.
Note: Only shown if {Enable ERP Export} is Enabled
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Dimension Code*
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Needs to match the dimension code i.e. DEPARTMENT set on the General Ledger Setup on Business Central.
Note: Only shown if {Enable ERP Export} is Enabled
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Data Synchronisation Only shown if {Enable ERP Export} is Yes and {Export Type} is either Job or Job task
Setting
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Details
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Enable ERP Sync
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Specifies whether the values for this field will be updated automatically from the ERP system for the master company.
Note: If this is set to Yes, the system will use the {Export Type} to determine which of your ERP system data is linked to this Custom Property.
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Status
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Shows the status of the sync routine**. A status of OK will be shown once this has successfully finished.
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Last Updated
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Records the last time the the records were updated by the sync routine**.
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Setting
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Details
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Notes
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Additional notes relating to the custom property setup can be entered here. These notes will not be visible anywhere else in the system.
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Values
Setting
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Details
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Edit Values button
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Used to Add, Edit, or Delete the Custom Property's values. Refer to Edit Custom Property Values for more details.
Note: Values cannot be edited if {Enable ERP Sync} is Enabled.
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Custom Property Users
Note: You may restrict which users or groups have visibility of this custom property when submitting expenses.
The following options are available.
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Setting
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Details
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Allow All Users
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All employees will have visibility of the Custom Property when submitting expenses.
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Allow Listed Users
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Specify individual users or groups who will have visibility of the Custom Property when submitting expenses.
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Edit User List button
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Use this to add/remove employees who will have visibility of the Custom Property when submitting expenses.
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Enabling / Disabling
You may consider making these invisible if they are configured to have a default value which the user does not need to be aware of.
oBy default, any disabled custom properties are hidden from the list. This ensures the list remains 'current'. However, you can include these in the list by placing a tick in the Include Disabled Properties check box..
oCustom Properties can be disabled via the Enable / Disable toggle.
Changing the Display Order
oCustom Properties can also be promoted / demoted in the list by dragging the 
icon located to the left of the custom property.
oUse the Save button to save the list order. This order is then used in all Custom Property drop down selectors.
Expenses Administrators role.