Can Expense Processor enter an Approved Amount greater than Amount

[USWsdymerski]

Is it possible to configure Expense so that an Expense Processor can enter an Approved Amount for greater than the originally requested/submitted Amount? Or is this a system default that the Approved Amount must be equal to or less than the (submitted) Amount? Asking because we have some expense types where users forget or are not aware of when a rate increase occurs (like per diem).

[KevinD · Accepted solution]

@USWsdymerski isn't the per diem rate coming from your site's configuration of Travel Allowances? Are users entering travel itineraries on their reports to see what their daily allowances are?

My guess is that the system would not allow for the Approved Amount to be greater than the requested amount to avoid fraud. For example...I'm really good friends with the Expense Processor...they know I didn't get the raise I deserved so they try to help me out a bit by increasing my reimbursements for per diems. I know it is a highly unlikely scenario, but I think it makes my point. 🙂

For fun I tried it out...here is what happened:

[KevinD · Accepted solution]

@USWsdymerski isn't the per diem rate coming from your site's configuration of Travel Allowances? Are users entering travel itineraries on their reports to see what their daily allowances are?

My guess is that the system would not allow for the Approved Amount to be greater than the requested amount to avoid fraud. For example...I'm really good friends with the Expense Processor...they know I didn't get the raise I deserved so they try to help me out a bit by increasing my reimbursements for per diems. I know it is a highly unlikely scenario, but I think it makes my point. 🙂

For fun I tried it out...here is what happened:

[JorgeL · Accepted solution]

I don't believe this is possible. Only the employee who submitted the report can edit the amounts to be higher.

[USWsdymerski]

thanks to both of you - and for the details, no the majority of our users enter their per diem manually and when the rates change they sometimes aren't aware. this also happens when other types of reimbursement rates change yet only impact a portion of our users (note that we are an International Union, not a company, so many things work differently for us based on contracts and/or other agreements). We are perfectly fine with sending the reports back to submitters to correct the rates as this also gives them the awareness of what the correct rates are. We are also going to employ using Company Notes on the homepage and quick tips on the expense types to notify of rate changes that are universal. Thanks!