Expenses on specific project type requests

Is there any way to require a specific expense type be completed/entered by a requester at time of submission?

For our annual planning, we have the need to ensure ALL requests are including value for 'Contingency', along with any other planned expenses by type.  

Is there any way to do that - or create an expense 'template' that could be used?


Asked by Rebecca Murphy on Tue 2/20/24 4:10 PM
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Answer (1)

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Mark Sayers Tue 2/20/24 4:34 PM

Hi Rebecca,

If you are asking whether it can be enforced as required that someone have an expense forecast created or have associated an expense type with their request prior to submitting it, that is not something that currently can be enforced.

It definitely sounds like an idea that would make some sense though, so you should submit that as an enhancement request!

Mark Sayers
Sr Support Consultant, CS

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