Audit Rule to enforce submission limits per expense type per employee

[praveenrajkr]

Can Concur enforce monthly submission limits for specific expense types? For example, employees should only submit one phone and one internet expense per month, with a hard stop if they exceed this. The limit should be based on expense date, so prior months can still be submitted if not previously claimed. Can this be achieved with audit rule conditions. Note there is no limit on the expense amount here.

[KevinD]

@praveenrajkr the below example should work. This is an example of limiting one expense type. To keep things simple, I would create this rule first, then copy the audit rule and adjust the Expense Type condition so that it has the second expense type you want to limit. 

Technically, you could create one rule that includes conditions for both expense types, but it might be simpler to just copy the rule and adjust the expense type. Also, if you have Test Users or a test group, I would highly recommend testing with them first before going live with it.

[praveenrajkr]

Thank you, Kevin. Will this approach also work if an employee needs to submit expenses for a specific month not necessarily the previous month for which they haven’t submitted expenses yet?