There are multiple expense details that employees can add to an expense they’ve made. As an admin, you can control which of those fields are mandatory. Once an expense field is set as mandatory, employees must enter those details to submit the expense in an expense report.
Select the Settings tab on the left panel.
Select the Expenses & reports tab, then the Set expense fields page.
Scroll down to the Default fields table and select an expense field.
Note: If you’ve created custom expense fields, use the same steps to make the field mandatory. Custom fields are visible in the Custom fields table.
In the field details pop-up, select the Make the field mandatory checkbox, then select the Update field button to save.
The field will no longer be optional for employees to enter on the expense form. This will apply to all employees across the Expense Management account.
If you need further assistance setting expense fields as mandatory, contact our support team at support@capitalone-fylehq.com.