Audit rule to prevent the employees from allocation one expense on multiple cost centers

[CorinaB]

Hi,

I need to create an audit rule to prevent the employees from allocating a single expense on multiple cost centers. Does anyone have any idea how to do that?

Thank you!

[PoojaKumatkar]

Hi @CorinaB ,

What does it mean by single expense on multiple cost centers? Can you give some example.

Does it mean you want for any particular expense type user should only use some XYZ cost center only in allocation. Other cost centers are not allowed to select or should restrict. 

Does my understanding is correct? 

[CorinaB]

Hi Pooja,

What we need to prevent is the split of an expense to more than one cost center, like in the below example. The expense needs to be 100% allocated to one cost center and if the employee tries to split it, the system needs to block this.

Regards,

Corina

[PoojaKumatkar · Accepted solution]

Hi @CorinaB ,

Since on allocation form, we don't have any standard fields and standard data objects in audit rules section, technically it is not feasible to restrict expense type from allocating to multiple cost centers. 

However, as a workaround, I would suggest not to use allocation functionality and consider cost center field in expense entry form. So that user would be able to select only one cost center without having any choice. This is the best way to make this work.

I have tried this from my side, and this is working as expected.

To remove allocation functionality, you can go to Policies section and under Expense Allocation Form section select 'None'. This will remove allocation option/button from all the expenses.

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

[PoojaKumatkar]

Hi @CorinaB ,

In addition to above suggested solution:

To do above changes you must require Expense Configuration Administrator (unrestricted) access. With restricted access you won't be able to do policy and expense entry form level changes.

If you don't have required access, then you might need to raise a support ticket with Concur.

[CorinaB]

Hi Pooja,

Thank you for the above solution. I will try it and let you know if it works.

Regards,

Corina