Change Expense Report Labels and Make Fields Required
You can change default label names on the Expense Report form and mark fields as required for Accounting and/or CRM users. Your changes automatically display when users open the Expense Report form.
The Vision Screen Designer includes a feature that allows you to insert a user defined workflow button on the Expense Report form to initiate an external workflow.
To change the Expense Report form, complete the following steps:
- Open an expense report to access the Expense Report application.
-
Click
at the bottom right of the Expense Report.
Vision displays the Design form.
- Change the form to suit your company's needs.
-
To make a field required, select the field and then select the appropriate option (CRM, Accounting, CRM & Accounting) in the
Required field in the Properties pane.
Vision marks the field as required based on the user's role type, as specified in
. - Click OK.