Receipts Required Policy template

Use this template to create a business rule that requires a receipt for expenses over a specified amount.

Parameters

This template has these parameters:

Apply Default Max. for All Expense Types
Select this check box if receipts are required for expenses exceeding the specified default amount.
Note: When you select this option, you must specify appropriate values in these fields. Else, you must use the Expense Type and the Max Amount fields to specify the appropriate values.
Default Max. Amount
Specify the maximum allowable amount for expenses that do not require a receipt. Amounts exceeding the specified value must have receipts.
Currency Type
Select the currency for the specified default amount.
Excluded Expense Types
Specify the expenses that do not require a receipt.
Expense Type
Specify the expense that require a receipt.
Max Amount
Specify the maximum allowable amount for expenses that do not require a receipt. Also specify the currency for the specified amount.
Include personal expenses
Select this check box if personal expenses must also be considered for this business rule.

Example

This example shows the possible values for this business rule.

Receipts required fields

This table shows the values for fields:

Field Value
Name Meals Receipt Policy
Severity Invalid
Notification Interactive
Fire on Itemization Left blank
Fire Scope Left blank
Offline and Online Firing Options Fire Offline and Online
Status Active
Fire On Update ER Line Item

Receipts required strings

This table shows the values for strings:

Strings Value
Description Requires a receipt for meal expenses over $15.
Interactive Message You must provide a receipt for all meal expenses over $15.00.
Policy Employees are required to provide a receipt for all meal expenses $15.00 and over.
Report Message Left blank

Receipts required parameters

This table shows the values for parameters:

Parameter Value
Apply Default Max. for All Expense Types Check
Default Max. Amount $15.00
Currency Type US Dollar
Excluded Expense Types Meals

Receipts required applications

This table shows the values for applications:

Name Organization/Group
International Motors Company Organization
ER: Data Group Group
TP: Data Group Group