Admins can now ensure every expense and claim has all the required details before it ever hits the approval queue.
What can you make mandatory?
Receipts: Ensure every expense has its proof of purchase before it's submitted
Categories: Ensure every expense has its bookkeeping info attached.
Descriptions: Set these to "Not mandatory," "Always mandatory," or "Mandatory with selected categories".
If you choose 'Mandatory with selected categories', you will be prompted to select the categories where description should be mandatory.
Tags: Require tag values for better project or cost-center tracking. If you have many tags, select the ones you want to make mandatory.
When a user tries to submit an item with missing info, the app will highlight exactly what is required so they can fix it on the spot.
How to set up mandatory fields
Admin users can define organization-wide requirements for all expense submissions by following these steps:
Locate settings: Log in to the Zevoy Hub and navigate to Settings > Mandatory Fields.
Configure your requirements: You can customize the following fields using simple toggles:
Submission rules
For users: Users will be blocked from submitting an expense if a mandatory field is empty. The UI will provide a clear prompt on what needs to be filled.
For admins: To ensure flexibility in emergencies, admins can still submit items even if mandatory information is missing.
Pro-tip: Use "Mandatory with selected categories" for things like Travel or Client entertainment to ensure you always get the context you need for tax compliance without slowing down users on smaller, daily purchases.