Example here under dues and subscriptions, is there a way to add more options other then Books, Magazines and Newspapers, like I need to add Amazon. I went into Manage expense types found dues and subscriptions but I do not see where or if I can edit it from here. Please help
Hi @CSharpe001 ,
1. Check which policy is selected in the report header for the expense report (for example, Demo Policy).
2. Navigate to Policies >> select Demo Policy >> click the Expense Type button in the top-right corner.
3. Search for the "Dues & Subscriptions" expense type. Next to it, you’ll see a blue Expense Entry Form hyperlink currently assigned to that expense type. Click the hyperlink to open the Forms and Fields section. Scroll slightly up or down to locate the form in its expanded view.
4. Find the field name shown in the screenshot where the "Books, Magazines and Newspapers" values are maintained. Double-click the field, then check the List field and note the List Name currently associated with it.
5. Go to List Management >> search for the same List Name >> double-click to open it >> add the new list items (Name and Code) >> click Save.
Sample screenshot:
You should now be able to see those additional options in the "Dues & Subscriptions" expense entry form on the end-user side of the expense report.
If this answers your query, then please mark solution as accepted.
Hi @CSharpe001 ,
1. Check which policy is selected in the report header for the expense report (for example, Demo Policy).
2. Navigate to Policies >> select Demo Policy >> click the Expense Type button in the top-right corner.
3. Search for the "Dues & Subscriptions" expense type. Next to it, you’ll see a blue Expense Entry Form hyperlink currently assigned to that expense type. Click the hyperlink to open the Forms and Fields section. Scroll slightly up or down to locate the form in its expanded view.
4. Find the field name shown in the screenshot where the "Books, Magazines and Newspapers" values are maintained. Double-click the field, then check the List field and note the List Name currently associated with it.
5. Go to List Management >> search for the same List Name >> double-click to open it >> add the new list items (Name and Code) >> click Save.
Sample screenshot:
You should now be able to see those additional options in the "Dues & Subscriptions" expense entry form on the end-user side of the expense report.
If this answers your query, then please mark solution as accepted.
