Amount fields are the key component of the Spend Wizard. They enable the user to allocate an expense to one or multiple cost codes by simply entering the value in the relevant amount field or splitting the transaction across multiple amount fields.
When configuring the form, you can determine the name, number and order of the amount fields.
By default, every amount field has a narrative field (the free-text field to the right of the amount field) and a help icon that displays helpful information.
Transfer Balance Functionality
Allocating the total value of a transaction to different amount fields is made easier using the balance transfer icon ().
The total value of the transaction item is initially shown in the Balance field on the Spend Wizard.
Any allocation of costs to an amount field will cause the balance field to show the remaining unallocated value of the transaction.
To allocate the remaining balance, click next to the appropriate amount field. The remaining balance is transferred to the selected amount field and the balance in the Balance field will show as 0.00.