Average by Expense Type by Date Range template
Use this template to create a business rule that sets the allowed average for a single expense type or group of expense types for a specific time period.
Parameters
The template has these parameters:
- Expense Type
- Select the expense type for the specified average amount.
- Max Amount
- Specify the maximum amount allowed for the expense type for the time period. Specify the amount in the paid-in currency with a decimal separator, but no currency symbol or thousands separator.
- Currency Type
- Select a currency type.
- Time Frame
- Select the day, week, or month time frame.
Example
This example shows the possible values for this business rule.
Average by expense type by date range fields
This table shows the values for fields:
| Field | Value |
|---|---|
| Name | Average Meals Expense Policy for Expense Report |
| Severity | Warning |
| Notification | Report only |
| Fire on Itemization | Left blank |
| Fire Scope | Every time |
| Offline and Online Firing Options | Online only |
| Status | Active |
| Policy Based Routing | Not Selected |
| Fire On | Submit ER |
Average by expense type by date range strings
This table shows the values for strings:
| Strings | Value |
|---|---|
| Description | Checks if meal expenses exceed a maximum for a given period |
| Interactive Message | Left blank |
| Policy | Meal expenses should not exceed <maxAmount> per day (on average). |
| Report Message | Average daily meal expense exceeded allowable average of <maxAmount>. |
Average by expense type by date range parameters
This table shows the values for parameters:
| Parameter | Value |
|---|---|
| Expense Type | Breakfast, Lunch, Dinner |
| Max Amount | $35.00 |
| Currency Type | US Dollar |
| Time Frame | Day |
Average by expense type by date range applications
This table shows the values for applications:
| Name | Organization/Group |
|---|---|
| Default Company | Organization |