Zumzum Financials Knowledge Base
Overview
You are able to configure the behaviour of certain features of Zumzum financials with your own settings in the Custom Metadata Types in Salesforce setup. Once configured in your sandbox, you are also able to deploy these configuration settings using change sets.
Use the below settings to enable, disable and configure features for the Expense Sheet object in Zumzum Financials.
Expense Sheet Settings
See below for Custom Metadata Expense Sheet Settings.
Configure options for Expense Sheet and Expense Sheet Details and how they convert to Purchase Invoices.
| Field | Description | Default Value |
|---|---|---|
| Hide Save and Add Expense Button | Disable the “Save and Add Expense” button in the Lightning interface. | Unchecked |
| Hide Save and New Button | Disable the “Save and New” button in the Lightning interface. | Unchecked |
| Hide Save Button | Disable the Save button in the Lightning interface. | Unchecked |
| Reimbursement Values Convert To PI | When converting an Expense Sheet to a Purchase Invoice, use the Reimbursement Currency and Reimbursement values from the Expense Sheet Detail. | Unchecked |
