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Add User - User Defaults

In the User Defaults tab, you can predefine certain fields for specific users so that when they add Expenses to their Expense Reports, those fields are automatically filled in or suggested.

 

How to Set User Defaults

  1. In the User Editor window, navigate to the User Defaults tab.
  2. Here, you can set default values for GL or other User Defined Fields for the selected user.

User Editor window with the User Defults tab selected and opened

 

Learn more about creating User Defined Fields in this article.

 

 

For more details on assigning User Defaults when Adding a User, watch the video below.