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Finance | Project Operations, Human Resources, ...
Answered

Payment method in expense item

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Posted on by 79

Is there a way to set the payment method on an expense item so that it cannot be changed? at the moment we have setup default payment method based on expense category, however the field is still editable when entering an expense item in the Expense Management module. 

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  • Verified answer
    Michal Krejza Profile Picture
    on at
    RE: Payment method in expense item

    Hello Anetta,

    If you do not want to customize code, the only solution is to keep only one Payment method as allowed on Expense category setup:

    1222.platinum.png

    User is able to edit Payment method field, but won't be able to change it. 

    3302.platinum-01.png

    The other solution is a customization and disable editing of field. 

  • Anetta Amin Profile Picture
    79 on at
    RE: Payment method in expense item

    Thank you!

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