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Add date field

To add a new date field:

  1. Click Right-facing white arrow in purple square to the right of the hyperlink (form) you want to add a date field to.

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

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

    The Insert New Date 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.

    Date 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.

    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 White question mark in blue circle with white outline icon. This text is interpreted as plain text. You cannot use HTML tags.

  4. Click Save.

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