Automatically Attach Custom Forms to Expenses | Community
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New Participant
September 23, 2020
New

Automatically Attach Custom Forms to Expenses

  • September 23, 2020
  • 3 replies
  • 561 views

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

MJBond_SMG
New Participant
June 29, 2023

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? 

MJBond_SMG
New Participant
June 29, 2023

I could use this functionality too!

New Participant
October 6, 2021

This would be such a time saver!