You can add custom guidance text for each individual expense type. This helps users understand how and when to use the expense type, as well as any applicable rules, limitations, or required documentation.
How to add custom text:
- Select the relevant expense type.
- Go to the Customized text tab.
- Enter the desired guidance text that should be displayed to the user during expense registration.
When a user selects this expense type, a question mark icon will appear next to the “Expense Type” field. By clicking the icon, the user will see the guidance text you have provided.