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Expense Receipt - Billable by default

  • 10 August 2023
  • 3 replies
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Userlevel 5
Badge +1

Colleagues,

Do any of you know if there's a setting that can be configured to make an expense receipt billable by default?

Thank you!

 

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Best answer by Kandy Beatty 10 August 2023, 18:20

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3 replies

Userlevel 7
Badge +15

Hi @aborisova37 

It des not appear that this can be set to default from anywhere without a customization. I pulled the DAC on it and it says if set to true, so it appears that it does not pull from anywhere and you need to manually check that. 

 

Userlevel 5
Badge +1

Thank you, Kandy!

Userlevel 7
Badge +8

Here is a quick customization project that accomplishes your goal of marking the Billable box true (checked) by default. 

Please test customizations in sandbox environments to ensure the functionality meets your needs and performs as expected. 

 

Thank you

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