Expense Level Free-Text General Ledger Dimensions

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General Ledger Dimensions (GLDs) are customizable fields that Certify Administrators can add to expense reports or user profiles. These can help to better organize records or collect expense data custom to your company. This article shows you how to configure Expense Level Free-Text General Ledger Dimensions.  

On your account homepage, select Configuration and then select General Ledger Dimensions.

Activating an Expense Level Free-Text GLD

 Step 1: Click the In Use checkbox and enter the GLD Label.

Step 2: Select other field attributes including Required Field, Minimum Length, and Maximum Length or Numbers Only.

Step 3: Select an AutoSuggest Behavior.

Personal List - AutoSuggest options are derived from previous entries by user
Company List - AutoSuggest options are derived from previous entries by all users in your company 

Step 4: Click Save at the bottom of the page. 

 

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