Creating custom rules

MindySMindyS Posts: 1 Expensify Newcomer

I'd like to require the users of our policy to input "attendees" for any expenses submitted in the "Meals/Ent." category. Additionally, I'd like to require "Mileage" expenses to have data put into the "Comment" field.

Are either of these possible, if so, could someone tell me how to go about setting them up?

:) Thank you!

Best Answer

  • CIAdminCIAdmin Posts: 9 Expensify Newcomer
    Accepted Answer

    From what I can tell, you can add requirements to Comments only (and also a hint). Attendees has a built-in requirement for at least one attendee, but nothing else. When you are using the app, users can only see the Comment field unless they select "More Options". It should be that Attendees display first since Comments are not always necessary/required and should also have a hint available when a Category is selected.

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