Apptivo allows you to customize your expense report number based on your wish. You can specify the number manually or automatically while creating a new expense report. You can add a prefix to your required number. Let’s go through the steps to customize expense report numbers.
Steps to configure
- Log in and access the Expense Reports app from the universal navigation bar.
- Click on the More(...) icon and select Settings.
- From the Settings page, click on the Expense Reports → Number Generation from the left navigation panel.
- Here, you can view Prefix and Starts with fields.
- Prefix - Text to be added Starts with numbers.
- Starts with - Starting number for the Expense Report.
- For instance, create a new expense starting with the number ER.
- Now, create a new Expense Report where the Expense # is generated automatically based on your configuration.
- On the Expense Report overview page, you can view Expense Report # as ER12.
- If you want to provide numbers manually, you can disable the Auto Generate toggle button.
