How can my employees associate projects while creating an expense?
You need to enable the Projects field on the Expenses module’s Preferences page for your employees to associate projects while creating an expense. Here’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.