As an admin I would like the option to make the fields in coding expenses "required"
Redina
Expensify Customer Posts: 2
Our company has 250 employees and 28 locations and we have 100 Amex card users linked to our Expensify. We use Sage Intacct and currently use Departments, Location, and Line of Service as required fields. It would be helpful if we could decide what fields we want to make a "requried" field in the expense coding window. Or, have the option of adding or changing a field name. For example, I would like to make the Attendees field required.
Answers
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I am self-employed and live in South Africa.
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April Bekkala Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 117 Expensify TeamHi @Redina,
While there isn't an option of requiring the Attendee field (keep in mind, this does pre-populate with the report owner's name) you can require the other coding options such as Categories, Departments, Locations, and Classes.
You can require Categories by accessing the Categories tab of the policy settings and enabling the People must categorize expenses toggle.
Then, head to the Tags tab and there you can toggle the Required option for Departments, Locations and Classes.
