Enable Additional Information Field in Personal Expense

Use the Global Activity Settings tab under the Activities submodule to enable the Information field in personal expense entries that require statutory information.

To use the Activities submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To enable the Information field in personal expense entries for a Company:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your system, use the drop-down list above the left pane of the Settings screen to select the Company.
  3. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
  4. Click the Global activity settings tab, and then highlight the Activity that requires statutory information.
  5. Select the following checkbox:
    • Require expense additional information
  6. In the bottom grid of the Global activity settings tab (Company activity settings tab), highlight the Company, and then select the following checkboxes:
    • Active
    • Allow personal expense
    • Require expense additional information