Setting Expense Fields as Mandatory

How to set an expense field as mandatory?

Written by Tanvi Telang
Updated over a week ago

An expense form contains multiple expense fields that capture various details of expenses. As an admin, you can control which expense fields are set as mandatory. Once set as mandatory, employees will be required to fill out those fields in order to save and submit the expenses.

To set expense fields mandatory, navigate to admin settings by clicking on the gear icon beside your profile.

From the left-hand sidebar, select Expenses. Click on Expense Fields. And click on the expense field you would like to set as mandatory.

From the field details box that opens, check the Make the field mandatory checkbox and click on Update Field to save the changes.

The field is now set to mandatory and will appear with an asterisk beside it on the expense form to indicate it is a mandatory field.

Following the steps mentioned, you can easily set up expense fields as mandatory.

To learn more about custom expense fields, click here.

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