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How do I manage transaction defaults for an account?
How do I manage transaction defaults for an account?

Learn how to manage transaction defaults for a custom field in your Spend Center account.

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Written by Spend Center
Updated over 9 months ago

As an admin, you can enable transaction defaults on specific custom fields in your account. If transaction defaults are enabled, spenders can select a default value for the field that will be applied for transactions that contain that custom field.

Transaction defaults are best used on fields that will almost always remain the same, but that are still required.


Web Browser

  1. In the Navigation Menu, click the Settings link.

  2. Select the Custom Fields option.

  3. Click the custom field for which you want to allow transaction defaults. To find a field, you can enter the name of the custom field in the Search field.

  4. Click the Allow defaults for this field checkbox.

  5. Click the Update Field button.


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