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Level 10
Sep 23, 2020 6:08 PM UTC
New

Automatically Attach Custom Forms to Expenses

We can auto-attach custom forms to Projects and Tasks, but not expenses.


We have custom Invoice and Receipt data we want provided with each expense, but this requires the user to make the effort to add the form rather than the system automating it.

3 replies

Level 3
Oct 6, 2021 9:14 AM UTC

This would be such a time saver!

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MJBond_SMG
New Member
Jun 29, 2023 2:57 PM UTC

I could use this functionality too!

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MJBond_SMG
New Member
Jun 29, 2023 3:48 PM UTC

I'm wondering if we could use Fusion to make this happen? Has anyone used Fusion to attach custom forms to Portfolio, Program or Expenses? 

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