The Expenses form is a customized form that is made available to buyers. When they create an expense entry of a specific type.

Enabling the Expenses Form

A Community Administrator must link the desired custom form to a specific Expense Type:

1. Navigate: Go to the Administration module > Modules > click Expenses.

2. Add Expense Type: Select the Expense Types tab > click +Add Expense Type.

3. Link Form: A pop-up box will appear.

   • In the Name field, add the expense type name.

   • Select the desired form from the dropdown in the Form field.

4. Additional Settings (Optional): Communities can also add an Account code and/or Expense Type Rate, if desired.

5. Save: Once completed, select Add.

Buyer Experience for Expenses Forms

If the form has been successfully configured and linked to an Expense Type, buyers with the Expenses role will encounter it during expense creation:

1. Access: Go to the Expense module > click Create Expense > select +Create Expense.

2. Form Display: If the user selects an option in the Expense Type field that is associated with the customized form, the Expense form will populate under the Additional Details header, prompting the user to insert or attach applicable information.