Hi! Under Expense Requirements, it seems like we can’t make required fields based on Spend Programs. We were able to adjust our accounting coding visibility and requirements around Spend Programs, but not fields such as trip/attendee.
We can set requirements for fields based on the Netsuite fields pulling over, but seems clunky to not be able to require a trip for particular Spend Programs.
Hi Rachel,
You can create a new Submission Policy by clicking on Policy (on the left Nav bar) → Expense Requirements → A submission policy. In the workflow you can select Trip, Attendee, other fields that you want required.
Then when you create a new Spend Program, all the Submission Policies you’ve created will be available in the dropdown to select and attach to that Spend Program.
Let me know if you have any further questions!
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