Configure expense fields to optimize for expense users
- 10 Min.
- Modul
- 5 Einheiten
- Expense Management
What are the options for optimizing the expense mobile app to ensure accuracy for users submitting expenses?
Continia Expense Management gives you full control over the fields displayed to your users in the Expense Mobile App and Expense Portal. You can easily add new fields for everyone, or tailor the experience further by setting up dynamic fields that prompt, guide and restrict certain expense fields only relevant to particular users. This helps streamline data entry and create a more intuitive experience for all your expense users.
Lernziele
By the end of this Module, you'll be able to:
- Reduce confusion and minimize mistakes, by configuring fields as visible, hidden, or reordered, and using field value access to show users only the fields relevant to their role.
- Ensure users create expense submissions in line with your policies, by setting up new fields in expense types.
- Create a more intuitive experience for your users, by setting up field dependencies that show fields only when they are relevant to their expense submission.
Set up configured fields
2 Min.
Set up field dependencies
2 Min.
Check your knowledge
2 Min.
What's Next?
1 Min.