How to add Budget Rules

How to add Budget Rules

Navigating to the Budget Rules

Budget Rules can be set only by the Admin Users. 
Budget Rules can be set by admin users to monitor and limit expenses submitted by users against the required criteria's such as types of expenses, categories, departments etc.
  1. Click on the hamburger menu button on the top right of the screen and choose the Organization Account option.
  2. From the Organization Accounts screen choose Budget Rules.


Warning Rules

Warning rules are used to display warnings for the reports when the expenses are not matching the criteria's set for the policy. In the case of a warning rule, the user will still be allowed to submit the reports even though the warning rule is displayed.
  1. From the Budget Rules screen, click on Create New Rule button against the Warning Rules section to create a new warning rule.

  1. Configure the required rule criteria by choosing the required options.
  2. Click on Create Warning Rule button to create the warning rule as per the set criteria.

  1. Upon successful creation of the warning rule, the criteria will be displayed below the warning rules section in the budget rules screen.


A sample of the warning displayed during the submission of a report is attached below.


Blocking Rules

Blocking rules are used to block the users from submitting the reports when the expenses are not matching the criteria's set for the policy as per the budget rules. 
  1. From the Budget Rules screen, click on Create New Rule button against the Blocking Rules section to create a new blocking rule.

  1. Configure the required rule criteria by choosing the required options.
  2. Click on Create Blocking Rule button to create the blocking rule as per the set criteria.

  1. Upon successful creation of the blocking rule, the criteria will be displayed below the warning rules section in the budget rules screen.


A sample of a report that is blocked due to the blocking rule is attached below.


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