Issue

Users are experiencing an issue when submitting expenses: even when all mandatory fields are filled and only a receipt or notes are attached, the system flags the expense as “Required field(s) not specified.”

This occurs even though all segments of the tenant's coding have been set to Not Required in the coding configuration (Step 2)

Path to verify:

Admin wheel → Accounting → Accounts Coding Types → Select the coding type → Click on Configure coding segments under the ‘More Actions’ drop-down
(Refer to the screenshots attached below.)

 

Cause

The root cause is the system setting for account codes. Specifically:

System Setting: Require Account Codes for Expense Reports (2100)

• If Yes is selected: Users must provide an account code when submitting an expense.
• If No is selected: Users do not need to provide an account code.

Simply setting each coding segment to Not Required in the coding configuration is not sufficient to remove the requirement. The system will still expect an account code if the above setting is set to Yes.

Resolution

To prevent expenses from being flagged for this error:

1. Navigate to the system setting: Require Account Codes for Expense Reports (2100).
2. Change the setting to No.

Outcome:

Setting coding segments to Not Required alone is not enough. The System Setting (2100) must also be set to No to make account coding optional.

After updating both, users can submit expenses without entering account codes, and the error will no longer appear.