You use the List Management tool to create lists that capture information about each user’s expenses, restrict user input, and make sure that the data is valid in the accounting system. An example includes capturing the company’s accounting information for each expense or project-related information. Lists that were created using List Management are typically used to populate custom data fields. Examples of these types of lists include departments, cost centers, projects, and other lists that are required to gather the customer’s specific data.
Note
You can only remove a list when the list is not being used.
List Types
There are three list types:
- Single-Level (Simple List): a simple collection of lists without a hierarchy or dependency.
- Multi-Level (Connected List): a hierarchical collection of items in which the data in the list populates two or more associated fields.
- Vendor List: assigned to expense types within a policy to force a user to choose from a defined list of vendors on an expense report.
Entering Lists
You can enter list values into the system in several ways:
- Manually
- Excel import
- CSV import
- API/Web Services
Note
While you can create, remove, and modify lists with Restricted access, you can't format and assign new custom lists to a form without Unrestricted access.