Add amount field

To add a new amount field:

1. Click to the right of the hyperlink (form) you want to add an amount field to.

   Another view of the Module - Spend Wizard screen appears, showing you any components currently part of your form.

2. Click the New Amount link at the top of the screen.

   The Insert New Amount Field window appears.

3. Use the following field descriptions to enter the required information:

   Field	Description
   Company Unit	A drop-down list that determines the company unit this component will display for.
   Account Issuer	A drop-down list that determines which account issuer this component will display for.
   Account Type	A drop-down list that determines which account type this component will display for, eg. corporate card, requisition card or all types.
   Issuer Type	A drop-down list that determines which issuer type this component will display for.
   Billing Currency	A drop-down list that determines which billing currency this component will display for.
   Source Currency	A drop-down list that determines which source currency this component will display for.
   Home Country	A drop-down list that determines the home country of the employee this component will display for. This option is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Source Country	A drop-down list that determines the country of the transaction supplier this component will display for. This is the physical country of the supplier and is of main use for companies with base operations in currency regions such as the EU. Otherwise, it is recommended to use billing/source currency filters.
   Display Sort Order	If several of these components are displayed on the page, the display sort order value determines the order in which they are displayed.
   Amount Label	The text that will display next to this field.
   Mandatory	The Yes/No option controls whether or not the user is required to enter information in this field. The Combination option is normally used when there is more than one field and the user is expected to complete at least one of the fields.
   Receipt Override	This Yes/No option overrides the rules for when the receipt check boxes and image on a transaction are mandatory. This is also relevant when certain tax codes are applicable depending on the receipt check box status. For example, for out-of-pocket expense items, such as a living allowance, making the receipt Yes/No check box mandatory may not be applicable. Or, in some cases, you may want to allow a tax code, even though the user does not have a receipt.
   Save to Template	The Yes/No option controls whether or not the field can be saved as part of a Spend Wizard template. Note: Your organization must have Spend Wizard - Save Templates enabled in order to use the template functionality.
   Narrative Mandatory	To the right of every amount or sub-amount field is a comment field for the user to enter information about the amount specified. This Yes/No option controls whether or not the user must enter text in this field. (This will only be mandatory if they have put an amount in the field to the left of it).
   Narrative Removed	This Yes/No option will remove the narrative field to the right of the amount from the form.
   Narrative Select List	This is a drop-down list you can use for this field rather than making it a free text field. For more information, refer to Understanding select lists.
   Online help text to be associated with this field	The help text that displays for this field when the user holds their mouse over the icon. This text is interpreted as plain text. You cannot use HTML tags.

4. Click Save.

   The newly created amount field appears as a light blue box on the Module - Spend Wizard screen diagram.