Parent Category will be unselectable if child exist - only child selectable
I created a parent category for Meals and a child for Breakfast, Lunch and Dinner. My intention is the users select only a child category (different GL codes) and not the parent. There should be an option to make the parent as an invalid choice and only the child is selectable.
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InnovAsian
shared this idea
Hi,
If you don’t want your employees to record expenses in the Parent Category, this can be done by creating a custom user role. You can create a custom user role and enable the option ’ Prevent expense creation for the Parent Category’. This user role can be assigned to the users so that, they won’t be allowed to choose the parent category.
Hope this works.
Regards,
Zoho Expense Team