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

Payment method in expense item

Posted on by 75

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. 

  • Anetta Amin Profile Picture
    Anetta Amin 75 on at
    RE: Payment method in expense item

    Thank you!

  • Verified answer
    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. 

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