Certain expenses that are processed through Concur are billable to our customers. If an item is billable, the GL coding changes. We have been able to configure this feature successfully. However, if an item is billable additional information is needed, specifically, the customer or billable entity. However, if an item is not billable there is no need for this information.
Does Concur support some kind of conditional criteria that would only prompt the user for the billable entity if an item is checked as billable? This is currently an optional field 100% of the time…but is required only for billable items.
You could use an Audit Rule to require the field if it's already visible. If the field should only be visible and required if billable, you could use a Conditional field. We use conditional fields to require a field if the employee is in a specific country.