Expense Management - Adding fields

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Posted on by Deb_Cee

Hi everyone

We want to add some additional fields that i have set up as 'required' under Expense management > Setup > General > Expense fields visibility (expense reports re-imagined).

As an employee claiming the expense I can see these fields however as the approver (manager and accounts payable) I cannot see the fields. I have tried to personalise the page to add this field in however they are not listed as an option.

Am i missing something? I am probably looking at this too simplistically however what we really need are additional free text fields that is visible to all.

Many thanks

Dee

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Ankit Life 681 on at

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Hi Dee_Cee,

Could you go into that expense report, Click in Action pane Go to > Details. Are you able to see the fields there?

Regards,

Ankit Arora

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Deb_Cee 31 on at

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Hi Ankit,

No it doesn't show when i click in Action pane Go to > Details.

This is what i can see from a submitter perspective. The highlighted fields are the ones i added although i renamed through personalisation (Merchant Address was 'Reason' and TIN was 'Internal Note')

This is what I can see from the reviewers perspective (using details view)

Thanks,
Dee

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Ankit Life 681 on at

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Hi Dee_Cee,

I am not sure how the personalization created for forms? For new display fields Test it in Your UAT/demo environment with standard view, if its working or not. Then apply personalization there, so that can find where is the issue.

Regards,

Ankit Arora

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