Users with Intacct Integration can create a form using the Intacct Expense Report Cluster that integrates the entered expenses to Intacct through workflow action nodes.
Building a Form
In From Designer, drag the Intacct Expense Report Cluster onto the form canvas. Click the canvas to open the properties. The cluster has header data and line item fields that are available by default. Configure the the fields that correlate with the settings in Intacct. Header and line item fields can be setup with asset tagging and autofill, set to required, and toggled on and off.
Expense Type
The "Expense Type" field trigger's an autofill on the "Unit Rate" column. If the selected Expense Type has a default rate setup in the Asset, then the "Unit Rate" field will be populated and set to readonly, also the "Reimbursement Amount" will be set to readonly. If the selected Expense Type does not have a default rate, then the Quantity, Unit Rate, and Reimbursement Amount fields are editable (Quantity and Unit Rate are optional fields in this case).