When users fill out each and every key expense field like Project and Category, administrators and approvers alike get more visibility into the spend-trend of the organisation. Plus, they also save the time they would otherwise spend requesting for this information were it missing.
When such fields are not set up as mandatory, it only leads to added work for approvers as they then have to manually ensure that key data like category, project, etc. is entered and tracked properly in the system.
As a preventive measure for this hassle, Fyle lets you set expense fields applicable to your organisation as mandatory, ensuring that all required data is collated automatically and correctly in the system.
To set Category and Project expense fields as mandatory:
- Login to your Fyle account and goto Settings
- Click on Expense>Fields.
- Click on the Field Name that you would like to set as mandatory.
- In the pop-up that appears; you will see a check-box titled Mandatory; check that box.
- Click on Save at the bottom of the pop-up.
As for custom expense fields, they can be set as mandatory as well; should you want to learn how, please free to read more about it here.