How to add Expense Rules

How to add Expense Rules

Navigating to the Expense Rules

Expense Rules can be set only by the Admin Users. 
Expense Rules can be set by the admin users to regulate the expense submissions by users against the requirements such as supporting bills or notes. It can be also used to block expenses above preset limits.
  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 Expense 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 Expense 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 expense 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. 
  1. From the Expense 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 expense rules screen.



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




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