How can my employees associate projects while creating an expense?

You need to enable the Projects field on the Expenses moduleโ€™s Preferences page for your employees to associate projects while creating an expense. Hereโ€™s how:

  • Click Admin View on the left sidebar.
  • Go to Settings on the left sidebar.
    (OR)
    Click Settings in the top right corner of the page.
  • Go to Modules under Customization.
  • Select Expenses.
  • Go to the Fields tab.
  • Check the box under Enable for the Project field. You can also check the box under Mandatory to make the Project field mandatory for your employees while creating an expense.
  • Click Save.

Your employees will now be able to view the Project field while creating an expense.

Get a personalized demo from our experts

By clicking Submit, you agree to our Privacy Policy.