Which fields can be set as mandatory/optional? (QuickBooks Online)
For some fields you can select whether they should be mandatory or optional for Requesters to fill in during Purchase Order/Bill creation. This can be set in the Requester matrix of the "Purchase Order/Bill Approval" workflow for your QuickBooks Online Organisation:
In the QuickBooks Online Requester matrix:
These fields are always mandatory: |
These fields can be set as mandatory or optional: |
Vendor |
Location |
Product/Service |
|
Category |
Customer |
Please note: if a field has been set as mandatory for Requesters, it will not be possible to submit requests without filling it in.
Please note: Customer field is available in the matrix only if tracking expenses and items by customer was switched on in QuickBooks Online.Related Articles
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