New user set up

[sjg]

Hi,

We have several employees set up within our system, recently we have had to add new employees recently. Everything seems to have uploaded correctly i.e expense type codes. However, when i act as the user and try to fill in one of the expenses it asks you to enter the employee number each time a new expense is created. The old users seem to be automatically set up but this doesn't seem to be the case with the new users. I have checked within the user accounts section and the employee I.D is linked there but doesn't seem to be showing within the expense. See below snip.

It is possible that i have missed something within the set up?

Thanks,

Sarah

[KevinD]

@sjgI've provided a screenshot for you. You made the field visible at the Entry Level. Luckily it is optional and not required. You should be able to simply hide it from view.

[sjg]

Hi Kevin,

Thank you for replying. Where would I access the above screen so that I can amend the options/settings?

Thanks,

Sarah

[sjg]

Hi@KevinD

Where would I access the above screen so that I can amend the options/settings?

Thanks,

Sarah

[KevinD · Accepted solution]

@sjgGo to Administration>Expense Settings>Custom Fields. Click Edit. On the screen that appears click the Switch to Advanced View link. After this, click Manage Visibility.

[sjg]

Great, thank you@KevinD