To ensure the Expenses form is available to buyers, Community Administrators must:
Go to the Administration module > Modules > Expenses > Expense Types tab > click +Add Expense Type. Once completed, a pop-up box will appear > in the Name field, add expense type name > select the dropdown in the Form field, to choose the desired form. Communities can also add an Account code and/or Expense Type Rate, if desired. Once completed, select Add.
If a Expenses form has been configured in the community settings, buyers (with Expenses role) will view the form once the following is completed:
Go to the Expense module > click Create Expense > select +Create Expense > If in Expense Type field the user selects an option associated with the customized form. The Expense form will populate under Additional Details header to insert/attach applicable information.
| Note: To create a form to configure a Expenses form, please refer to help article: Create Community Forms |