Expense Management - link to form

Lori Wamser

Hello, is it possible to add or embed a link to a form in the expense management invoice request form? This would save staff from searching for the form in SharePoint - always a slog.

Nikki Baldwin

@Lori Wamser, asking for clarity – is this form a required attachment you have your organization do for each Invoice Request in Expense Management?

Lori Wamser

@Nikki Baldwin yes, in some cases. Depends on what they're submitting for.

Nikki Baldwin

@Lori Wamser thank you – they can certainly bookmark FENXT and if they only have Expense Mgt. rights, that will be the only area, aside from home, they should really be seeing on the omnibar. As far as locking in a link somewhere on that page, that's not an available option at this time but I'm sure they could bookmark the specific sharepoint folders/files more directly in their bookmarks on their browser so they can more easily access. I'd recommend submitting this an an IdeaBank option to allow for custom links to be saved in that area or perhaps their homepage when they log in.

Lori Wamser

@Nikki Baldwin. Great ideas. Thank you!