How can I add a Quick Tip to the Business Purpose field?

[LisaZindars]

We have too many users just repeating the expense type in the Business Purpose field.  For example, entering Office Supplies when the expense type is Office Supplies. How can I add a Quick Tip to remind them that this is where they should type in a brief description on why this exact transaction occurred and not just regurgitate the expense type?

[grodriguezproje]

Hi @LisaZindars 

This is an easy one! there are different ways to do this, of course you need to have the admin rights, if so, i would do the following:

1 - Go to Administration --> Expense.

2-  Just select the relevant policy and then click in Expense types (please see below an example of the button you need to look for)

4- You can sort the columns by clicking in the blue link, in the Policy status you can click twice and then you will see the Active expense types within the policy, then in the expense entry form you will see the form linked to the expense type which you want to add the Quick Tip.

5- Go to Forms and Fields and find the entry form that you saw in the policy. Within the tab forms fields, select the form type Expense Entry.

6- Double click on the Business purpose field to place the Quick tip

7- Type the desired text, and click on SAVE. tadaaaaa you are done!!!

If this answers your query, then please mark solution as accepted. 😉 

Thanks!