Create a Custom Mandatory Memo Field on Expense Reports

Setting the standard Memo column field on Expense Reports as Mandatory is not yet possible. Users can create a custom Transaction Line field and hide the standard Memo field on the form.

To create the custom field:
1. Navigate to Customization > Lists, Records, & Fields > Transaction Line Fields > New.
2. Enter a value for the Label field. E.g. Memo2
3. Select Free-Form Text for the Type field.
4. Set Store Value checked.
5. Under the Applies To tab, select Expense Reports.
6. Under Validation & Defaulting, put a checkmark for Mandatory.
7. Click Save.

To hide the standard Memo field:
1. Navigate to Customization > Forms > Transaction Forms.
2. Click Edit for the Preferred Expense Report form.
3. Under the Screen Fields tab > Expenses subtab, look for Memo.
4. Uncheck the Show checkbox.
5. Users can also change the order of the columns by simply dragging the field and drop it to where they want to show it.
6. Click Save.

Note:  This is a possible alternate solution for Enhancement 68840.