Allow users to key in expense type account code manually

[shanyce]

Hello,

I'm in the process of creating a new policy where I would like to have my users manually key in the account code/expense type they would like to use (rather than selecting from a pre-defined drop-down list).  Is it possible to have a text box (rather than drop-down list) for my expense type on the expense entry form?  Or do I need to create a custom field for this?

Cheers,

Shanyce

[PoojaKumatkar]

Hi @shanyce ,

Adding a custom field to enter expense type in expense entry form is ok but how will you link it with other configuration items such as policy, accounting administration, forms and fields etc. ?? Also, if you add custom text field then it means you are allowing user to enter anything (including random text) into text field, how will you control that?? 

Technically it is not feasible. SAP Concur has its own pre-defined setup where all configuration items are interlinked with one another meaning, policy is linked with expense types, expense types are linked with account codes and expense entry forms and so on.

Note that, expense type is a site required field which cannot be removed from expense entry form.  Hence, you need to use standard expense type field which will appear as a drop down list. 

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