Explanation Required by Expense Type template

Use this template to create a business rule that requires an explanation for an expense type.

Parameters

The template has this parameter:

Expense Type
Select all the expense types that require an explanation.

Example

This example shows the possible values for this business rule.

Explanation required by expense type fields

This table shows the values for fields:

Field Value
Name Expense Type Approval Requirement Policy
Severity Explanation
Notification Both
Fire on Itemization Left blank
Fire Scope Left blank
Offline and Online Firing Options Fire Offline and Online
Status Active
Fire On
  • Update ER Itemization (Auditor)
  • Update ER Itemization Item (Create and Review)
  • Update ER Line Item (Create)

Explanation required by expense type strings

This table shows the values for strings:

Strings Value
Description Requires an explanation for certain expense types.
Interactive Message Please explain this expense.
Policy Employees must provide an explanation for these expense types: Business Meals, Entertainment, Miscellaneous, Client Gifts.
Report Message Explanation required for expense type.

Explanation required by expense type parameters

This table shows the values for parameters:

Parameter Value
Expense Type Business Meals, Entertainment, Miscellaneous, Client Gifts

Explanation required by expense type applications

This table shows the values for applications:

Name Organization/Group
Default Company Organization