Audit Rule

[nlynch91]

Hi All,

I’m hoping you can help with the following.

We’re looking to implement a global audit rule for the "Internet" expense type, where any report exceeding $45 USD would trigger a hard stop.

As shown in the screenshot below, we currently have multiple separate rules for this same expense type, each with different thresholds.

Given that we now want to standardize the threshold to $45 USD across all regions, would it be more efficient to create a single global rule based on USD and apply it to all policies, rather than maintaining separate rules?

Appreciate your input!

Cheers,

Niall 

[PoojaKumatkar]

Hi @nlynch91 ,

In this case, you can deactivate all existing rules and create new audit rule as below:

Event - Entry Save

Applies to - Global 

Condition:

Entry Expense type = Internet 

And

Entry amount is greater than 45$

Trigger exception msg:

Exception Code - INT45

Exception Level - 99

Exception msg - You are allowed to claim only $45. (Modify msg as per your requirement)

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