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67 results found

  1. Assign a Customer on an Expense Report

    1 vote

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    0 comments  ·  Workflows  ·  Admin →

  2. Restricting which type of documents can only be submitted in the Costs Workspace

    Restricting which type of documents can only be submitted in the Costs Workspace

    1 vote

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    0 comments  ·  Workflows  ·  Admin →

  3. Customize the Description field to have pre-populated options for users to select from

    Can I pre-populate the Description field? So that when my user makes an entry, they can see the pre-populated text when filling a cost item?

    I want to be able to have the user select the budget. We can pre-populate the description field with all the budget categories. The user only needs to check the correct budget category. But it needs to show up for all new cost entries.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →

  4. Improve searching capability when typing a code in Product/Code search box

    I wanted to find out why dext no longer brings up the correct product when i put the code in the product/code box? I have to still search through the dropdown box to locate the one I need which defeats the purpose. It used to bring it up to the top of the dropdown box immediately. It has done so previously but the last couple of weeks it hasn't. I put in the exact code

    1 vote

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    0 comments  ·  Workflows  ·  Admin →

  5. Option to remove document types in the dropdown menu under Item Details page

    1 vote

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    0 comments  ·  Workflows  ·  Admin →

  6. flag items automatically based on user

    1 vote

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  7. remove self assessment clinet

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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