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 |