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Add an Expense Description Template with Required Vendor Information

Introduce a default expense description template that prompts users to enter required vendor information and relevant details.

Problem Statement
Expense descriptions are currently entered in free text, which often results in missing or inconsistent vendor details and insufficient context. This creates back-and-forth clarification, delays in review, and incomplete records.

Proposed Solution
Implement a default expense description template that automatically appears when creating or editing an expense. The template should guide users to provide required vendor information and details (additional context that supports or explains the expense).

Example Template (Editable by Admin):

  • Vendor Name:

  • Vendor Contact / Website:

  • Service or Product Description:

  • Date of Service:

  • Business Purpose:

  • Attach documents

  • Additional Context (e.g., campaign, project, client, or justification):

User Value / Benefits

  • Ensures consistent and complete expense documentation

  • Reduces follow-up questions and rework

  • Speeds up approval and auditing processes

  • Improves data quality and reporting accuracy

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