How to add User Custom Fields for the user?

User Custom Fields allow you to define and manage important user attributes within your OFX account. These fields enable you to capture additional information about your team members, such as department, location, or any other relevant attributes that are important to your organisation.

Custom fields are integrated with both the Document Processor and Policy Enforcer to deliver more context-aware and accurate results.

Prerequisites

Before you can add and manage User Custom Fields, ensure you have the following:

User Manage Permission enabled on your user profile

If you do not have this permission, contact your account administrator to request it.

Next Steps

To add and manage User Custom Fields, follow these steps:

Log into your OFX account.
Navigate to Team → User Profile Configuration from the sidebar menu.
Configure field settings for each custom field
1. Select User profile configuration
2. Select the Create custom field button on the Custom user field form.
  1. User Field, provide the field name display for the Team view.
  2. Options, applicable to dropdowns. Add options displayed to the user.
  3. Make mandatory, require the user to select a field value.
  4. Fill with default, the pre-selected default value.
  5. Select Save, to apply changes.
The custom fields will be display on the Team view for each user, for e.g. Department, Location. You can select the value from dropdown.
Select Save, to update the custom field's value.
Edit Custom fields, to edit existing custom field such as a new dropdown value, make field mandatory etc.
1. Select User profile configuration button.
2. Select Edit button.
3. Make necessary changes and select Save.
Remove Custom field, to delete an existing custom field.
1. Select User profile configuration button.
2. Select Edit button
3. For the required field, select Remove field button.

Why is this important

User Custom Fields provide several key benefits to your organisation:

Better visibility into user attributes - Capture and track important information about your team members in one centralised location.
Easier configuration - Manage all user-related settings and attributes in a single, intuitive interface within the User Profile Configuration section.
Stronger foundation for smarter automation - Custom fields enable more intelligent automation across your expense management and approval workflows.
More accurate coding and supplier matching - The Document Processor and Policy Enforcer use these custom fields to deliver context-aware results, reducing manual corrections and improving accuracy.
Enhanced context-awareness - By providing additional user context, these fields help the system make smarter decisions during document analysis and approval processes.

These fields are integrated with both the Document Processor and Policy Enforcer to deliver more context-aware and accurate results, ultimately streamlining your financial operations and reducing administrative overhead.