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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