I’d like to be able to enable the QB Customer and QB Billable fields in my Expense Policy to allow my users to fill them in, but only if needed. Default is they stay blank and are not required. The options for enabling these fields currently is either Required or Not. If not, they don’t appear for the users. Can you add an option called Optional which means they appear for users, but can be left blank if not needed?
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Hi @ushir - great suggestion! While we don’t have an “optional” option, there is a workaround for this exact request 
- Go to Settings → Expense Policy → Transaction Requirements
- → Select the expense policy you would like to apply this to
- Make the fields required → set the minimum $ amount to something much larger than you users will be spending (for example, set the minimum amount to $1,000,000)
- Now, it will be selectable but not actually required, because your users will not be spending $1M
I hope this is helpful! Please let me know if I can further clarify anything.
Best,
Charlotte
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oh great! I’ll do that, thanks!
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