One Project Per Expense Report

At times, companies may only want users to enter one project on an expense report for invoicing purposes. In addition to the expense policies options, users now have the ability to restrict an expense report to one project. With this feature enabled, when users create an expense report, the customer:project selection is done at the expense report level. All subsequent receipts created will be associated with that customer:project.

When the project has been selected, the customer:project dropdown will be read-only on the receipt form and locked on the expense worksheet.

Note:

If the selection for the customer:project is modified at the expense report level after receipts have been entered, all receipts will be changed to the new customer:project. Since a new customer:project is now associated with the receipts, the expense items and task selection will be cleared from the receipts.

To enable this feature, contact OpenAir Customer Support.