How can I make Expense fields mandatory?

How can I make Expense fields mandatory?

During the configuration of the Requester matrix you can decide for some fields whether they are to be mandatory, or optional.

This is how you make certain fields mandatory:

  1. In the main menu select your Organisation and open "Approval Workflows" page under "Workflows and Settings" section:

  2. Select and open the respective workflow. 
  3. In the Expense Creation step, click on the matrix icon:

  4. Select the fields that you want to be mandatory:
  5. Click on DONE and update the workflow.

Please note: the fields Payee, Payment account, Payment type, Product/Service and Category are always mandatory.


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