Expense Validation - Force Users to Select a Task?

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  • Updated 1 year ago
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Please can you let me know if it is possible to enforce validation on expenses to ensure that a user selects a project and task. i know we can force them to select a project but we need to force them to also select a task. at the moment they are leaving this blank so we are not able to charge the correct department for the expense cost.
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Price, Steven Richard

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Posted 1 year ago

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Tsakis, Deon

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Hi Steven,

If you go to a Project Management and select a project, you will notice in the top right corner a "Project Info" button. This will bring up all the project related information.

Under the "Billing Type" heading, there should be a check box called "Allow Time Entry against Task Only"

Hope that helps
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Price, Steven Richard

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Hi, this answer does not help.

Please read the question again.
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Aashnee Kamboj, Community Moderator

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Hi Steven,

Thank you for using the Replicon Community!

Unfortunately we currently don't have a way of making task selection mandatory in expense sheets. While we look upon options to make it through, I can suggest you to have a custom field (Mandatory) asking the users if the task selection is done or not. This can be a drop down field with only Yes/No. A user will have to select this after task selection.

I understand this is just a work around but we assure you that we will look through further on adding this as an enhancement.

Thanks,
Aashnee Kamboj