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Allow Default Custom Form Selection for Project Expenses

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Level 7

6/7/24

Currently, every time an expense is logged, the user must manually add the custom form (see image below). This additional step can often be overlooked, leading to inconsistencies and incomplete data entry.

_Manish_Singh_1-1717767172688.png

I suggest a feature within template settings that allows users to select a default custom form for expense logging. By doing so, the selected form should automatically be applied whenever a new expense is logged.

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