Individual Descriptions on Specific Document Types

FeatureGeneral availability on-premisesGeneral availability onlinePublic preview
More descriptive labels specific to expense typeApr 2025Apr 2025-

Business value

This update gives companies more control over how they label expenses. By having different captions for Expense, Mileage, and Expense Reports, companies can:

  • Tailor captions to suit different expense types, making tracking more precise.
  • Use specific terms that align with policies and regulations.
  • Make it easier for employees to submit expenses correctly.

Feature details

This feature allows users to:

  • Define captions such as "Description" for expenses and "Purpose" for mileage.
  • For increased clarity, use "Attendee" for expenses and "Passenger" for mileage.