Set required fields for expense submissions

This article is intended for Admins and Bookkeepers with extended access.


Define mandatory fields to ensure that card and out-of-pocket expenses are submitted with the right information.


  1. Navigate to Settings 
  2. Click on Expense submission requirements
  3. Enable the required fields 
    • Expense receipts
    • Category
    • Notes
  4. Enable the required tag groups 


Good to know: Not yet available for customers in Germany, Denmark and the UK.




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