Discussions
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Set form default values on receipts
<p>Save time and effort and ensure consistency on receipts by having forms already filled out with commonly-used values. Simply define frequently-used information and use the "Set Form Values" link in hints to take the guess work out of creating new receipts. Default values can be set for a defined role such as "user" or "administrator" or they can apply to "all" roles. <br/><br/> <span class="subHead"><strong>How to set form default values on receipts:</strong></span></p><ol><li>Navigate to Expenses > Exp reports and "Create > Exp report" or select one that has already been created. </li><li>Create > Receipt. The "New receipt" form displays. </li><li>Scroll to