PSA: Is it Possible to Change the Default Naming Convention for Expense Reports?Mar 17, 2026Knowledge
Content Standard GuideTitlePSA: Is it Possible to Change the Default Naming Convention for Expense Reports?URL NamePSA-Is-it-Possible-to-Change-the-Default-Naming-Convention-for-Expense-ReportsInformationQuestionHelp QuestionCan the default naming convention for Expense Reports be changed?Product AreaHelp Product AreaExpense ManagementEnvironmentHelp EnvironmentProfessional Services AutomationAnswerHelp AnswerCurrently, there is not a configuration option or custom setting available that allows the automatic naming convention for Expense Reports to be disabled or modifiedWhen an Expense Entry is submitted and an Expense Report is automatically created, the system generates the name using the default naming convention, which typically includes: The project nameThe acronym “ER”The submitter’s name If a different name is required, users with admin edit permission can manually update the name of the Expense Report after it has been createdAdditional NotesHelp Additional NotesRelease VersionHelp Release VersionAll Versions
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