Audit Rule: Restrict No receipt or Missing receipt affidavit for Federally funded projects

[Oksana_S]

Hello,

I've created the audit rule for the federally funded projects to restrict users from submitting transactions with no receipt or a missing receipt affidavit. Note: According to our company policy, users can submit transactions with no receipt if the amount is $75 or less. 

Here is what I did: 1st tab "Audit rule":

Conditions: 

there are a few more in the list AND:

3rd tab:

Challenges:

1. The rule is working, with the error appearing when there is no receipt. The problem is that the error is not going away after the receipt is attached.

Please advise if I missed anything in the "Condition Tab" or anywhere else for it to work correctly. 

[KevinD]

@Oksana_S after the receipt is attached, try clicking Save for the entry to see if that clears the alert/exception. Let me know what happens. 🙂

[Oksana_S]

Yes, I did try it already, even tried to hit submit, thinking maybe it would go away on the submit step. None of that worked.

[Oksana_S]

Error when i try to submit to see if it goes away.

[KevinD]

@Oksana_S which department did you select in your Allocations when testing this out?

[Oksana_S]

Here it is:

[PoojaKumatkar]

Hi @Oksana_S ,

I think you need to update your receipt handling rule where you need to put this amount condition that is:

If expense type is in (exp1, exp2....)

And

Project is any = (pro1 or pro2 or Pro 3....)

And

Amount is greater than 75$

And 

Receipt attached = No

Then receipt is required.

With this system will only ask for receipt if amount is greater than 75$. For less amount rule should not trigger.

Also, in audit rule section there is standing receipt required rule, I think you need to input similar conditions in that rule as well.

Please try and let's see if it works.

If this answers your query, then please mark solution as accepted.

[Oksana_S]

Hello, and thank you for the advice.

This will not work, as it needs to apply to all expense types and to all amounts that are not equal to $0.00. I will try using the dollar value, but the issue is not that the rule doesn't display correctly. It does display, but it is not functioning as intended. It is not going away after the receipt is attached. 

[KevinD]

@Oksana_S I have something for you to try. I'm hoping this fixes the issue. In your Audit Rule, try changing the conditions for the entry receipts from "Or" to "And". By having them set to "or", you are saying that only one of those conditions needs to be met to fire the audit rule, which will always be the case because a user will not have both an e-receipt and a user attached receipt and/or mobile receipt. They will only have one of those receipt types.  When you use the "And" in the operators, it tells the rule that all of those must be met for the rule to fire. With the "And" option, it tells the system that the user has no receipt at all, which is what you want. 

Give that a try and let me know if that works.