Make Project/Task a required field on Expense Sheet

  • 2
  • Idea
  • Updated 6 months ago
  • Under Consideration
Hello,
In the setup of the timesheet you can make the Project and Task selection a required field but in the Expense Sheet you cannot.  What is strange is, you can require a UDF to be required but not that task.  This seems to be an oversight.  If you are tracking cost/hours against a project task, why wouldn't this field be set to be required too?
Please give us the ability to make the Project and Task as required fields or make it automatically required when the timesheet Project/Task is required.
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Mark King

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Posted 7 months ago

  • 2
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Aashnee Kamboj, Community Moderator

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Hi Mark,

Thank you for using the Replicon Community!

We have an option to make Project selection required on the expense sheet through the Expense template.




Thanks,
Aashnee
Photo of Mark King

Mark King

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I agree that you can make the Project Required, but when you have selected in your project setup that time has to be charged against a task, and the expense doesn't require it, it seems to be a mismatch.
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Aashnee Kamboj, Community Moderator

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Hi Mark,

Thank you for the clarification.

I will put this forward as an Idea to our Expense Management team and will await an update from them regarding the same.

Thanks,
Aashnee
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Heise, William

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I am having the exact same issue. Please make this an option for us. This is important to make sure our users are entering expenses to a Task