General Options - Field Settings

You will require an Access Role with the following permissions:

Navigate from the Home page to Administrative Settings | Tailoring | General Options.
Click New Expenses from the 'Page Options' menu.

From the 'General Options' menu, click Field Settings.

Note: Changing the settings on this page for Cost Codes, Project Codes and Departments will have no effect.

Each of the following can be renamed to display a different label by clicking

and then entering the new field label into the 'Display As' field.

Country
Display on item level	-
Display on cash items	Will make the field display on standard cash items (default)
Mandatory on cash items	Will make the field mandatory on standard cash items (default)
Display on credit card items	If expense is created or matched from a corporate card statement, this field will display on the Add/Edit Expense page
Mandatory on credit card items	If expense is created or matched from a corporate card statement, this field will be mandatory
Display on purchase card items	If expense is created or matched from a purchase card statement, this field will display on the Add/Edit Expense page
Mandatory on purchase card items	If expense is created or matched from a purchase card statement, this field will be mandatory

Currency
Display on item level	-
Display on cash items	Will make the field display on standard cash items (default)
Mandatory on cash items	Will make the field mandatory on standard cash items (default)
Display on credit card items	If expense is created or matched from a corporate card statement, this field will display on the Add/Edit Expense page
Mandatory on credit card items	If expense is created or matched from a corporate card statement, this field will be mandatory
Display on purchase card items	If expense is created or matched from a purchase card statement, this field will display on the Add/Edit Expense page
Mandatory on purchase card items	If expense is created or matched from a purchase card statement, this field will be mandatory

From
Display on item level	Will display in the expense item specific details section (item details)
Display on cash items	Will make the field display on standard cash items (default)
Mandatory on cash items	Will make the field mandatory on standard cash items (default)
Display on credit card items	If expense is created or matched from a corporate card statement, this field will display on the Add/Edit Expense page
Mandatory on credit card items	If expense is created or matched from a corporate card statement, this field will be mandatory
Display on purchase card items	If expense is created or matched from a purchase card statement, this field will display on the Add/Edit Expense page
Mandatory on purchase card items	If expense is created or matched from a purchase card statement, this field will be mandatory

Organisation
Display on item level	-
Display on cash items	Will make the field display on standard cash items (default)
Mandatory on cash items	Will make the field mandatory on standard cash items (default)
Display on credit card items	If expense is created or matched from a corporate card statement, this field will display on the Add/Edit Expense page
Mandatory on credit card items	If expense is created or matched from a corporate card statement, this field will be mandatory
Display on purchase card items	If expense is created or matched from a purchase card statement, this field will display on the Add/Edit Expense page
Mandatory on purchase card items	If expense is created or matched from a purchase card statement, this field will be mandatory

Other Details
Display on item level	Will display in the expense item specific details section (item details)
Display on cash items	Will make the field display on standard cash items (default
Mandatory on cash items	Will make the field mandatory on standard cash items (default)
Display on credit card items	If expense is created or matched from a corporate card statement, this field will display on the Add/Edit Expense page
Mandatory on credit card items	If expense is created or matched from a corporate card statement, this field will be mandatory
Display on purchase card items	If expense is created or matched from a purchase card statement, this field will display on the Add/Edit Expense page
Mandatory on purchase card items	If expense is created or matched from a purchase card statement, this field will be mandatory

Reason
Display on item level	Will display in the expense item specific details section (item details)
Display on cash items	Will make the field display on standard cash items (default)
Mandatory on cash items	Will make the field mandatory on standard cash items (default)
Display on credit card items	If expense is created or matched from a corporate card statement, this field will display on the Add/Edit Expense page
Mandatory on credit card items	If expense is created or matched from a corporate card statement, this field will be mandatory
Display on purchase card items	If expense is created or matched from a purchase card statement, this field will display on the Add/Edit Expense page
Mandatory on purchase card items	If expense is created or matched from a purchase card statement, this field will be mandatory

To
Display on item level	Will display in the expense item specific details section (item details)
Display on cash items	Will make the field display on standard cash items (default)
Mandatory on cash items	Will make the field mandatory on standard cash items (default)
Display on credit card items	If expense is created or matched from a corporate card statement, this field will display on the Add/Edit Expense page
Mandatory on credit card items	If expense is created or matched from a corporate card statement, this field will be mandatory
Display on purchase card items	If expense is created or matched from a purchase card statement, this field will display on the Add/Edit Expense page
Mandatory on purchase card items	If expense is created or matched from a purchase card statement, this field will be mandatory

Click Save to confirm or Cancel to discard any changes and return to the Tailoring page.