Mesh can automatically populate values in custom fields upon a user's request for a new card/budget, or trip. This feature helps minimize human errors and improves productivity by reducing the time it takes for users to submit card, budget, or trip requests.
Administrators can configure which values are automatically populated by setting them in the Custom Fields section of the user's profile on the Employees page.
Notes:
- It is possible to create Custom Field automations using Spend Categories.
- To learn more please contact our team at support@meshpayments.com.Â
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