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Company-wide features

How to process cost without attachment

Written By Ekke

Last updated About 4 hours ago

As a default in Planyard, processing costs require uploading an attachment to the cost. However, if needed, you can enable a company setting that allows for costs to be processed without attachments.

Steps

  1. Go to Company.
  2. Open Settings from the company menu.
  3. Scroll down to find the option Approve costs without attachments.
  4. Enable the option.

You can now process costs in projects without attachments.