Settings

Require Attachment on New Expenses

Description: This setting controls whether users are required to attach a supporting file when creating a new expense.

Key: require_attachment_on_new_expenses

Location: Control Panel > Admin Menu > Settings

Possible Values:

• "true": Users must attach at least one file when creating a new expense. The system will not allow saving the expense without an attachment.
• Any other value (empty, "false", etc.): Users can create new expenses without attaching files.

Functionality:

When enabled ("true"), this setting enforces stricter documentation by requiring an attachment for every new expense entry. This helps ensure all expenses are supported by receipts or other relevant files.

Disable Copy Option in Expenses

Description: This setting controls whether users can copy existing expenses to create new ones.

Key: disable_copy_buttons_in_expenses

Location: Control Panel > Admin Menu > Settings

Possible Values:

• "true": The "Copy" option is hidden in all expense records. Users cannot duplicate expenses.
• Any other value (empty, "false", etc.): The "Copy" option remains visible, allowing users to create new expenses based on existing ones.

Functionality:

When enabled ("true"), this setting removes the "Copy" button from the expense module to avoid accidental or repeated entries. This helps maintain cleaner records and reduce unnecessary duplicates.

Default “Our Company” (Client) in New Expenses

Description: Defines which Our Company record (i.e., the company representing your own organization - the client side in the expense) is automatically pre-selected when creating a new expense.

This is different from the “Supplier” field, which pulls from the Companies module and represents the external vendor providing the service or product.

Key: expenses_our_company_default

Location: Control Panel > Admin Menu > Settings

Possible Values:

• Company ID (integer): The id value from the Our Companies module. The corresponding company will be set as default in the “Our Company” (client) field when a new expense is created.
• Empty or null: No company will be pre-selected. Users must manually select the correct “Our Company.”

Functionality:

When this setting contains a valid Our Company ID, every new expense automatically fills the “Our Company” (client) field with that record. If the setting is empty, the field remains blank, and the user must select the company manually.

This ensures consistent reporting of which internal company (client entity) the expense belongs to, especially useful when working with multi-company setups in OBS2GO.