Zumzum Financials Knowledge Base
Overview:
Customise the fields your users see on Expense Sheet pages by adding or removing fields from the relevant field sets.
Field sets are included with the Zumzum Financials Expense Sheet,containing a number of fields marked as required. These fields are mandatory in order to create an Expense Sheet claim record correctly. Other fields you may add and remove to the field sets and show those to your users on the new and edit Expense Sheet or Expense Sheet Details pages.
There are different field sets depending on if you’re using the Salesforce Classic interface or the Salesforce Lightning interface.
In the Salesforce Classic interface, the Expense Sheet is built with visualforce pages. The Expense Sheet header contains a column of fields where you are able to customise how you wish to present those fields to your users and also add your own custom fields.
In the Salesforce lightning interface, we use Lightning Web Components (LWC) to provide a more modern user experience. There is a single component used for the Add Expense, new Expense Sheet Detail and Edit Expense Sheet Detail overrides.
Learn more about Salesforce Field Sets here.
Expense Sheet Field Sets
To edit the fields displayed on the new and edit Expense Sheet pages, please follow these steps;
- In Lightning go to Setup>Object Manager>Expense Sheet
- In Classic go to Setup>Custom Objects>Expense Sheet
- Select Field Sets from the option
- Click on the Field Set Name or Edit next to the field set
- Remove fields from the In the Field Set panel by hovering over it.
- Any fields marked as required must remain in the field set
- Drag and drop fields from the Available for the Field Set panel to the In the Field Set Panel.
- Select Save to apply your changes.
Please ensure your users have the necessary permissions to view or edit your new fields.
Below are the field sets available on the Expense Sheet object so edit the relevant field set for either Classic (Visualforce) or Lightning
Expense Sheet Field Set For Lightning – Expense Sheet LWC
This is a list of all the fields used in the New and Edit Expense Sheet Lightning Web Component. All fields marked as required must remain “In the Field Set” to function correctly.
| Name | Type | Required In Field Set (Y/N) |
|---|---|---|
| Claim No | Text(80) | N |
| Company | Lookup(Company) | N |
| Company Total Gross | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Company Total Net | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Date From | Roll-Up Summary (MIN Expense Sheet Detail) | N |
| Date To | Roll-Up Summary (MAX Expense Sheet Detail) | N |
| Description | Text(255) | N |
| Status | Picklist | N |
| Supplier Account | Lookup(Account) | N |
| Total Gross | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Total Miles | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Total Net | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Total VAT | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Type | Picklist | N |
Expense Sheet Field Set For Visualforce – Required Fields Column 1
| Name | Type | Required In Field Set (Y/N) |
|---|---|---|
| Back Dated | Checkbox | N |
| Claim No | Text(80) | N |
| Created By | Lookup(User) | N |
| Date From | Roll-Up Summary (MIN Expense Sheet Detail) | N |
| Date To | Roll-Up Summary (MAX Expense Sheet Detail) | N |
| Description | Text(255) | N |
| Month | Text(20) | Y |
| Month Number | Number(2, 0) | N |
| Status | Picklist | N |
| Supplier Account | Lookup(Account) | N |
| Total Gross | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Total Miles | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Total Net | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Total VAT | Roll-Up Summary (SUM Expense Sheet Detail) | N |
| Type | Picklist | Y |
| Year | Number(4, 0) | Y |
Expense Sheet Detail Field Sets
The Zumzum Financials Expense Sheet Detail object contains field sets enabling you to customise the fields you display to your users in the line items entry grid on the new and edit Expense Sheet page.
To edit the fields displayed on the new and edit Expense Sheet Detail pages, please follow these steps;
- In Lightning go to Setup>Object Manager>Expense Sheet Detail
- In Classic go to Setup>Custom Objects>Expense Sheet Detail
- Select Field Sets from the option
- Click on the Field Set Name or Edit next to the field set
- Remove fields from the In the Field Set panel by hovering over it.
- Any fields marked as required must remain in the field set
- Drag and drop fields from the Available for the Field Set panel to the In the Field Set Panel.
- Select Save to apply your changes.
Please ensure your users have the necessary permissions to your new fields.
Below are the field sets available on the Expense Sheet Detail object so edit the relevant field set for either Classic (Visualforce) or Lightning
Expense Sheet Detail Field Set For Lightning – Expense Sheet LWC
This field is used on the Expense Sheet Detail Lightning Web Component (LWC), which is used in the following areas:
- Add Expense quick action on the Expense Sheet
- New Expense Sheet Detail button override for Lightning and Mobile
- Edit Expense Sheet Detail button override for Lightning and Mobile
This is a list of all the fields used in the Add Expense, New and Edit Expense Sheet Detail Lightning Web Component. All fields marked as required must remain “In the Field Set” to function correctly.
| Name | Type | Required In Field Set (Y/N) |
|---|---|---|
| Account | Lookup | N |
| Billable | Checkbox | N |
| Business Passenger | Text | N |
| Custom Rate | Checkbox | N |
| Custom Rate Date | Text | N |
| Date | Date | Y |
| Dimension 1 | Lookup | N |
| Dimension 2 | Lookup | N |
| Dimension 3 | Lookup | N |
| Dimension 4 | Lookup | N |
| Dimension 5 | Lookup | N |
| Dimension 6 | Lookup | N |
| Foreign Currency Rate | Number | N |
| Foreign Total Gross | Number | N |
| Foreign Total Net | Number | N |
| Foreign Total Vat | Number | N |
| Foreign Unit Amount | Number | Y |
| Mileage From | Text | N |
| Mileage To | Text | N |
| Miles | Number | N |
| Narrative | Text Area | N |
| Nominal Account | Lookup | Y |
| Opportunity | Lookup | N |
| Quantity | Number | N |
| Reimbursable | Checkbox | N |
| Reimbursed | Checkbox | N |
| Status | Picklist | N |
| Tax Rate | Lookup | Y |
Expense Sheet Detail Field Set For Visualforce – Required Fields Column 1
| Name | Type | Required In Field Set (Y/N) |
|---|---|---|
| Account | Lookup(Account) | N |
| Billable | Checkbox | N |
| Billed | Checkbox | N |
| Business Passenger | Text(100) | N |
| Created By | Lookup(User) | N |
| Currency | Picklist | N |
| Date | Text(20) | Y |
| Date String | Text(20) | N |
| Day | Text(20) | N |
| Dimension 1 | Lookup(Dimension) | N |
| Dimension 2 | Lookup(Dimension) | N |
| Dimension 3 | Lookup(Dimension) | N |
| Dimension 4 | Lookup(Dimension) | N |
| Dimension 5 | Lookup(Dimension) | N |
| Dimension 6 | Lookup(Dimension) | N |
| Expense Sheet | Master-Detail(Expense Sheet) | N |
| Expense Sheet Name | Text(80) | Y |
| Last Modified By | Lookup(User) | N |
| Mileage From | Text(255) | N |
| Miles | Number(16, 2) | N |
| Narrative | Text Area(255) | Y |
| Nominal Account | Lookup(Nominal Account) | Y |
| Opportunity | Lookup(Opportunity) | N |
| Purchase Invoice | Lookup(Purchase Invoice) | N |
| Purchase Invoice Line | Lookup(Purchase Invoice Line Item) | N |
| Quantity | Number(18, 0) | Y |
| Reimbursable | Checkbox | N |
| Reimbursed | Checkbox | N |
| Status | Picklist | N |
| Tax Rate | Lookup(Tax) | Y |
| Total Gross | Currency(16, 2) | Y |
| Total Net | Currency(16, 2) | Y |
| Total VAT | Currency(16, 2) | Y |
| UID | Auto Number | N |
| Unit Amount | Currency(16, 2) | Y |