An expense form contains multiple form fields capturing various details of an expense. As an admin you can control which form fields are mandatory. Once set mandatory, users must fill out those fields to save and submit the expense.

Go to admin settings by selecting the gear icon in the upper right corner.

From the left side panel select Expenses and Form fields.

Scroll down to the Default fields table and click on a form field.

Note: If you have custom fields set up for your business, you can use the same steps to change the settings. Custom fields are visible in the Custom fields table.

From the field details box that opens, check the Make the field mandatory option and select Update field to proceed.

The field will no longer be optional on the expense form and will apply to all spenders across the platform.

If you need further assistance setting form fields as mandatory, reach out to our support team at support@capitalone-fylehq.com.