You can create policies or rules that employees must adhere to when they submit expense reports. With these policies in place and active, if an employee submits an expense report that violates a specific policy, the employee will receive a message explaining which policies have been violated. Depending on how you set up your policies, the employee may still be able to submit the report, but the transactions that have violated the policies will be marked for the expense report approver to view. If the report cannot be submitted, the employee will have to change the transactions that violate the policies.

Create policy rules

  1. Click > > .

  2. Click CTRL+N to create a new line.

  3. Enter a name and a description for the policy that you are creating.

  4. Click the tab, enter a start and end date in the and fields to set the active dates of the policy. If no end date is entered, the policy will remain active indefinitely.

  5. Click the Add filter icon to select the conditions for the rule.

  6. Select a statement that you would like to include in the rule.

  7. Select an operator for the statement.

  8. Enter a value for the statement.

  9. Repeat steps 5 through 8 to add more conditions to the rule.

  10. Select the allowable employee actions if the policy is violated.

  11. Enter the message that the employee will receive if the policy is violated. This message can be created in multiple languages if necessary.

See Also