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Change Default value for Billing field in Expenses

Our finance team would like the default value for Billing to be set to unchecked, however the field doesn't appear to be editable.  How can I make this change for the finance team?

Ashley Fraschilla Answered

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Hi Ashley!

 

Thank you for reaching out. You can't change the default value of the field but you can set a workflow rule that will default the Billing to false upon a creation of a new expense. 

I added a screenshot of the WR.

If you need any additional help with that I encourage you to join one of our Advanced Q&A webinars.

 

Regards,

Tamir

Tamir Avital 0 votes
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I would like this functionality as well but I don't see the screenshot of the WF rule. Can someone help with this? Thank you.

Leo Lovely 0 votes
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