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:

Click on the Menu button in the upper left-hand corner, select your Organisation and open the Approval Workflows page under Workflows and Settings:



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

 




 Select the fields that you want to be mandatory and click on DONE:



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



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