120 days alert

[EY_expense]

I saw people were asking about this alert but didn't really get addressed.

"In accordance with firm policy, all expenses must be submitted within 90 days of the incur date. No additional expense reports can be submitted until all charges > 120 days are submitted. Note, this includes all business and/or personal charges. As a reminder, please note that personal charges must also be submitted to the Personal/Non-reimbursable Expense type."

--> If I try to reimburse the recent expense (within 90 days), the system wouldn't allow submit, it gave me this alert.

--> then I tried to submit the expense more than 120 days, still wouldn't allow me to submit expense, gave me same alert. (I even tried to change the transaction date to a recent date, still gave me the same alert. 

--> Then I just put 100% of this expense as personal expense (forget about it, i don't want to reimburse any more, not worth it), it still wouldn't let me submit the report. gave me exactly same error..

So how can I get rid of that error? There is no expense can be submitted now. and all the expenses are expiring. Someone please fix the system, i am not the only one finding the reimbursement system very difficult to use.

[PoojaKumatkar]

Hi @EY_expense ,

I dont have access to your system, but I just want to give it a try. Can you please try below.

Click on View link which will take you on expense report header form. If there is any date field available, then please ensure that date is within 90 days or 120 days and save header form. Save expense entry form and try to submit expense report.

Let me know if errors gets resolved.

[KevinD]

@EY_expense I went into your profile to see what is happening. The first thing I noticed is that you have company card transactions that date back to 2023. I don't know why those haven't been submitted, but you will need to get those cleared out or the 120 error will persist. 

I looked at the rule causing the Alert. It says transactions older than 120 days must all be submitted before any other reports can be submitted. What you will need to do is create a new expense report, name it something like Transactions Older Than 120 Days. Then go to all existing reports and your Available Expenses list and find all transactions that have a date starting from October 29, 2024 or earlier. From what I see you have a lot of them. Add them all to this report. Once you get that report submitted, you should be able to proceed with submitting other reports. 

I should point out that the system isn't broken. It is behaving how your company configured it to behave.