Validate Expense Amount Within a Period (by Purpose)

Use the Validate Expense Amount Within a Period (by Purpose) business rule template to validate expense spending for a specific purpose against a configured amount limit during a defined period. The business rule is evaluated when an expense report is submitted.

The rule compares the applicable expense amount for the selected purpose against the configured maximum amount. If the configured condition is met, the rule generates the specified validation outcome.

Each business rule can be configured for only one purpose. To validate spending for multiple purposes, create a separate business rule for each purpose. If the submitted expense report uses a purpose that is not associated with any configured rule, the rule is not evaluated and the expense report can be submitted normally.

Parameters

This template includes the following parameters:


Parameter	Description
Purpose	Select the purpose to which the business rule applies. Click Add to open the Select Purpose dialog box. Select a purpose and click Add. Selecting a different purpose replaces the current selection.
Maximum Amount	Specifies the amount limit used to evaluate expenses for the selected purpose.
Start Date	Specifies the beginning of the evaluation period. Select a date from the calendar.
End Date	Specifies the end of the evaluation period. Select a date from the calendar. The end date must not be earlier than the start date.
Check Type	Specifies the evaluation condition. Select Over Limit to trigger the rule when the evaluated amount exceeds the maximum amount. Select Under Limit to trigger the rule when the evaluated amount is less than the maximum amount. A value equal to the maximum amount does not trigger the rule.

Note: All parameters are required before the business rule is saved.

Example

This example lists sample values for the business rule.

Table 1. Validate Expense Amount Within a Period Fields
Field	Value
Name	Purpose Based Budget Check Policy
Severity	Warning
Notification	Interactive only
Fire on Itemization	Left blank
Fire Scope	Every time
Offline and Online Firing Options	Fire Online only
Status	Active
Policy Based Routing	Not Selected
Fire On	Submit ER

Table 2. Validate Expense Amount Within a Period Strings
Strings	Value
Description	Purpose based budget check for the period
Interactive Message	You have spent %%20000:spentAmount%% of your allotted %%20000:maximumAmount%% for this period.
Policy	See your corporate spending policy
Report Message	N/A

Table 3. Validate Expense Amount Within a Period Parameters
Parameter	Value
Purpose	Travel & Accommodation
Maximum Amount	5000.00
Start Date	01-Jan-2026
End Date	31-Dec-2026
Check Type	Over Limit

Table 4. Validate Expense Amount Within a Period Applications
Name	Organization/Group
Corp: Default	Group