Zumzum Financials Knowledge Base
Overview:
In Zumzum Financials, administrators have the powerful capability to configure the behaviour of various features like Expense Sheet Settings using Custom Metadata Types within the Salesforce setup. This customisation functionality allows for precise alignment of application settings with specific organisational needs and workflows, ensuring optimal performance and user experience.
For instance, the settings for the Expense Sheet object can be tailored to enable, disable, and configure various features that streamline expense management processes. By adjusting these settings, administrators can control field visibility, set validation rules, and automate workflows to ensure data integrity and operational efficiency. Additionally, integration points with other Salesforce modules or external systems can be configured to facilitate seamless data synchronisation and enhance overall process efficiency. Once these configurations are meticulously tailored and tested in a sandbox environment, they can be deployed across different Salesforce instances using change sets, ensuring consistent feature implementation and adherence to organisational standards. Leveraging these customisation capabilities allows administrators to effectively manage expense reporting, improve user productivity, and adapt financial operations to meet evolving business needs within Zumzum Financials.
Use the below settings to enable, disable and configure features for the Expense Sheet object in Zumzum Financials.
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 |
Find more about Custom Metadata Types in Salesforce and learn how to configure Custom Metadata Settings in Zumzum Financials here to optimise your account management processes. Explore enabling/disabling features, configuring field visibility, setting up validation rules, and integrating seamlessly with external systems for enhanced efficiency and productivity.