How can I make receipts required?

LisaVos

We require receipts for every expense. Instead of going through each expense type and selecting manually Required for receipts, how can I set this to a default to all expenses?

Rachael Hopkins

Hi @LisaVos - On the main Expenses page Settings > Policies > [Policy Name] > Expenses you can set the receipt required amount to $0.00 and this will require a receipt for everything.

To make Categories and Tags required, you can do this from the respective page i.e. Settings > Policies > [Policy Name] > Categories - there will be a toggle to make them 'required'.

LisaVos

...and how do I make Classes Required with each expense as well?

LisaVos

Ok! Thank you Rachael! All set!