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Is there a side panel to view expense receipts like there is in AP?

  • December 27, 2024
  • 2 replies
  • 78 views

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Hello fellow Acumatica users,

Is there a side panel to view expense receipts like there is in AP?

 

Thanks,

Kay Howe

Best answer by Laura03

Hello ​@khowe86 ,

Side Panels can be added to most any Acumatica screen. The process to add side panels in Time & Expenses module is the same as the process to add side panels in AP.

Generic Inquiries may be edited via Customization → Edit Generic Inquiry.

Regular Forms/screens will require a customization to add the side panels.

 

Laura

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • December 28, 2024

Hello ​@khowe86 ,

Side Panels can be added to most any Acumatica screen. The process to add side panels in Time & Expenses module is the same as the process to add side panels in AP.

Generic Inquiries may be edited via Customization → Edit Generic Inquiry.

Regular Forms/screens will require a customization to add the side panels.

 

Laura


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  • Author
  • Freshman I
  • March 14, 2025

Thank you so much for this Laura!