Who can use this feature?
Available to team admins on the Pana Business plan.

Overview

Custom fields allow you to associate data to purchases made by your employees, such as an expense code or a department. Fields can be optional or required, and they can be freeform text or a selection from a list of options. You can add custom fields to each individual traveler and on purchases.

Employee Custom Fields

Employee custom fields are gathered from an employee when they sign up for Pana. These fields will be displayed in your purchase history next to each employee.

Employee Custom Fields can be created for any purpose, but they're particularly great for:

Grouping employees by department.
Let's say that you like to understand travel spend on a department by department basis or booking outliers may differ depending on the travel behavior of each department. Creating an Employee Custom Field based on departments will give you the insight and power to tailor Pana Business where and when necessary.

Segmenting your team by role.
You can create an employee field based on the roles within your company so that you can get specific insight into an execs travel vs an interns.

Create an Employee Custom Field

  1. Visit the Settings tab in the top navigation bar.
  2. Click the Custom Fields tab.
  3. Select the New Field button in the top right corner.
  4. Type a Field name.
  5. Choose Employee as the Field Type.
  6. Select whether or not the field should be required.
  7. Click Save Field.

New Employee Custom Fields by default are free form fields meaning that anything can be set for the field. If you want to limit the number of options for the Employee Custom Field you need to Add Options, which is covered the Specifying Options for a Custom Field section below..

Trip/Purchase Custom Fields

Employees will be prompted to fill out these custom fields when they start a new trip, book a trip through Pana, or book travel outside of Pana. The fields will be associated with each travel purchase that we find for that trip.

Like Employee Custom Fields, Trip/Purchase Custom Fields can be used for just about anything, but we recommend you use them for:

Easily associating a purchase with an expense code.
Whenever a member of your team makes a purchase we will help them easily report back the proper expense code so that accounting for travel is seamless. 

Create a Trip/Purchase Custom Field

  1. Visit the Settings tab in the top navigation bar.
  2. Click the Custom Fields tab.
  3. Select the New Field button in the top right corner.
  4. Type a Field name.
  5. Choose Trip as the Field Type.
  6. Select whether or not the field should be required.
  7. Click Save Field.

New Trip/Purchase Custom Fields by default are free form fields meaning that anything can be set for the field. If you want to limit the number of options for the Trip/Purchase Custom Field you need to Add Options, which is covered the Specifying Options for a Custom Field section below.

Specifying Options for a Custom Field

By default every custom field you create is a freeform text field meaning that employees can complete a field by typing whatever they'd like.

If you'd like to have employees choose from a set of fixed responses you will need to Add Options to the Custom Field.

After you have created the Custom Field you can:

  1. Click on the Employee or Trip/Purchase Custom Field that you would like to create a fixed set of responses employees can choose.
  2. Click the Add Options button.
  3. Type the name of the first option that will appear in the list of options employees can select.
  4. Click Save Options.
  5. Repeat steps 3 and 4 until you have added all of the options for the Custom Field.
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