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paul_smith
Occasional Member - Level 2

Audit Rule warning for expense entry within 2 days of current date

We are looking to implement an Audit Rule warning for any out of pocket expense entry that is within 2 days of the current system date informing employees that they should check to ensure that this is not a corporate card transaction (which would normally takes 3-5 days to feed into Concur).

 

Whilst I can see that there is the ability to do this based on the transaction date, I could not find the object for current system date.

 

Appreciate any guidance or suggestions on how we can implement a check like this?

1 Solution
Solution
PoojaKumatkar
Frequent Member - Level 1

Hi @paul_smith ,

 

It's done. 

 

Event - Entry Save

 

PoojaKumatkar_0-1738675530791.png

 

Testing Result: 

PoojaKumatkar_1-1738675577410.png

PoojaKumatkar_2-1738675613707.png

 

PoojaKumatkar_3-1738675678254.png

 

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

 

 

Thanks!
Regards,
Pooja

View solution in original post

4 REPLIES 4
PoojaKumatkar
Frequent Member - Level 1

Hi @paul_smith ,

 

May I know, what does it mean by within 2 days of current date? within next 2 future days or within last 2 past days? 

If you could give example with some date when to trigger warning then that would be helpful for me to understand what you are exactly expecting. 

 

Based on your input, I can think of logic.

 

 

Thanks!
Regards,
Pooja
paul_smith
Occasional Member - Level 2

Hi Pooja,

 

It would be within the past 2 days - for example if the system date was 04 February 2025, we would like an alert for expense entries with a transaction date of 02 or 03 February 2025.

 

Regards,

Paul

Solution
PoojaKumatkar
Frequent Member - Level 1

Hi @paul_smith ,

 

It's done. 

 

Event - Entry Save

 

PoojaKumatkar_0-1738675530791.png

 

Testing Result: 

PoojaKumatkar_1-1738675577410.png

PoojaKumatkar_2-1738675613707.png

 

PoojaKumatkar_3-1738675678254.png

 

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

 

 

Thanks!
Regards,
Pooja
paul_smith
Occasional Member - Level 2

Appreciate that, thanks Pooja