Managing Expense Fields in Hyper | Hyper Help Center

Managing Expense Fields in Hyper

The Expense Fields section in Hyper allows admins to customize how employees report and classify their expenses. These settings give you control over which fields appear in the expense form, whether they are required, and how they link to your accounting system. From enabling mileage reimbursements to requiring customer selection or category tagging, this section ensures that every expense submitted by your team aligns with your organization’s reporting and compliance needs. Use this section to fine-tune the employee experience while maintaining accurate accounting and policy enforcement in the background.

To access Expense Fields settings, click on Expenses left-side navigation column in your web dashboard, the click on the gear icon at the top right of the screen. From here, you can control the settings of the following fields:
  1. Category Field
  2. Customer Field
  3. Itemization Field
  4. Mileage Field

Category Field

Employees use categories to classify their expenses. Accountants map each category to a corresponding GL account, and this mapping determines which account is assigned when an expense is submitted.

Admins can enable or disable the Require Category option using the toggle button. When enabled, TARS will automatically determine which category applies to the expense after analyzing the details provided by the employee. Employees also have the option to manually select the category if needed.

Customer Field

Admins can enable or disable the Customer field for employees.

  1. When enabled, the customer field becomes visible in the expense form, allowing employees to associate expenses with a specific customer.
  2. If disabled, accountants can still assign customers manually from the Accounting tab.
Admins can also toggle Require Customer to make this field mandatory. When turned on, TARS will prompt employees to specify which customer the expense is associated with. If disabled, adding a customer remains optional.

Itemization Field

Enabling Itemization allows employees to split a single expense into multiple parts. This feature is helpful for expenses that span different categories, customers, or custom fields (such as project codes).

Admins can enable or disable this feature by using the toggle button. Once enabled, employees will see the option to itemize expenses while creating them.

Mileage Field

Mileage reimbursement allows employees to claim expenses for business travel using their personal vehicle. Admins can:
  1. Toggle Enable Mileage to make mileage visible to all employees during expense creation.
  2. Set the Reimbursement Rate per Mile according to company policy.
This ensures that mileage reimbursements are handled consistently and in compliance with company guidelines.

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