You can set up user-defined fields for users to enter in the job and cost element files, as well as pre-authorization requests, expense distributions, and time card lines.
You have control over what kind of user-defined fields you want to display: field label, length, whether it is required or optional, and whether it is text, number, date, or check box. You have the option to set up a lookup from valid values. If you set up fields for pre-authorization requests, you can define up to ten class groupings of user-defined fields.
Note: Although the e-timecard and e-xpense exports do not include user-defined fields in ASCII output, the export programs do archive the user-defined fields for time card lines and expense distributions.
To allow users to enter values to user-defined fields for jobs, cost elements, pre-authorization requests, expense distributions, and time card lines, you first must define those fields. These steps show you how.
To set up a user-defined field
From the JAMIS Administration home page > Setup tab, under Application Setup, click User-defined fields. Or, from the top of any screen, click Application Setup > User-Defined Fields. The User-Defined Fields screen appears.
Click Add. In the bottom section of the screen, user-defined field entry fields appear.
From the Business Class dropdown list, select Job, Cost Element, Pre-Authorization Request 1 through 10, Expense Distribution, or Time Card Line.
The ten classes for pre-authorization request let you set up as many as ten separate groupings of user-defined fields that can appear on requests. Note that a form’s requests can display only one class of user-defined fields, so make sure that the class includes all necessary fields. To finish setting up user-defined fields for pre-authorization requests, you must select a user-defined class for requests in the expense form.
In the Field Label field, enter the text that users will see for the user-defined field label.
Select one of the following options from the Data Type dropdown list.
Check Box: The user can click an on/off check box.
Date: The user can enter a date, or click 
to the right of the field to select a date.
Number: The user can enter a number, including decimals.
Text: The user can either enter free text, or choose from a dropdown list if you select a lookup table name in the next step.
If you selected Text in the previous step, then you can select a table from the Lookup Table Name dropdown list. Once you define values for this table under Application Setup > Valid Values, the user can select one of those values from the user-defined field’s dropdown list.
If you selected Number or Text for the Data Type field, then you must make an entry between 1 and 40 in the Field Length field. The length that you enter here sets the maximum; the user can enter fewer characters if s/he wishes.
Click the Required check box if you wish to make entry to this user-defined field required in order to save the job, cost element, or pre-authorization request. If you leave this check box turned off, then entry to the user-defined field is optional.
Click Update to commit your user-defined field entries.