Daily limit for meals

[bentipping]

Hi - we're switching from managing limits for each meal to a daily limit.

I've set up an audit rule that I thought would apply a daily limit but it's not giving me a warning. I've applied it to the test group only and set my user to be in that group. What am I missing?!

Rule is as follows:

And this is the expense test I've entered:

[PoojaKumatkar]

Hi @bentipping ,

The audit rule conditions appear to be correct. However, could you please verify which event is selected on the first page of the audit rule—Entry Save, Entry Submit, or Report Submit?

Also, ensure that the rule is activated and tested according to the selected event by saving or submitting the entry form accordingly.

I tried replicating same audit rule in our sandbox and its working fine for me.

Event - Entry Save

Testing Result:

If the audit rule still does not work, please try applying it to an existing active employee group instead of a test group. As an admin, you can assign your own employee profile to a live employee group and add an additional condition in the audit rule (e.g., Employee ID = your Employee ID). This will ensure the rule applies only to your profile, allowing you to test it effectively.

There may be something missing or misconfigured in the test group that is causing the issue. However, the rule itself appears to be correct and should work as expected.

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

[bentipping]

Hi Pooja,

Thanks, glad I wasn't missing something obvious! I've just changed my user back to my normal group/policy and updated the rule to match.

Plus added just my email to the rule. But still doesn't seem to work for some reason.

First page of the rule below:

Then this is the updated rule:

Could there somehow be a conflicting audit rule?

[KevinD]

@bentipping [Edited]

I do see this audit rule. I noticed the name of the rule says Austria, but you set it up for GBP. Wouldn't you want to include EUR?

Also, I looked at your test report and I do see that a couple of expenses were flagged as being over the limit. However, the message makes it sound like the individual entry is over the amount, not that they exceeded the daily amount.

[PoojaKumatkar]

Hi @bentipping ,

Could you please clarify why the “Applies To” group is named “Car Allowance”? This does not appear to be a valid employee group name, so something seems incorrect here.

@KevinD - Can you please check whether "Car Allowance" is a valid employee group name and @bentipping 's profile is linked to this employee group. 

[bentipping]

Thanks both,

I was originally going to test on austria as we only have 1 employee there so no impact, but then realised from Pooja I could just add a rule to apply only to me. Changed the name to test. 

Here's what I have in my user profile:

Then these are the options for the audit rule, I'd picked car allowance here also. But do I need to choose GB?

[PoojaKumatkar · Accepted solution]

Hi @bentipping ,

Yes that's where you made a mistake. Try selecting GB United Kingdom employee group. It should then work. 

Seems the other Expense Policy Group is a custom field used for other purposes but in group configuration used same naming convention that's what's causing confusion while applying audit rule. 

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

[bentipping]

Hi Pooja - thanks, changed to GB group on the rule and now getting the warning on my expense test

Thanks so much to both of you for the help. 

[PoojaKumatkar]

@bentipping - Yeyyyyy 💃🏻 Partyyy... 💃🏻✨...🥳

[KevinD]

@bentipping give that a try and see if it works. I think it will. 

If not, let us know. 

[KevinD]

@PoojaKumatkar here is their setup. They have a GB Group, but then in their Employee Groups list, they added four sub-groups under the GB Group: Car Allowance, Default, Electric Car, Non-Car Allowance. 

These sub-groups do appear in the Group Configuration screen. See below. 

The Audit Rule is active for the Car Allowance sub-group, but is the system reading the sub-group or is it reading the parent group from the employee profile?

@bentipping is assigned to the GB Group as seen here, but then drilling into the profile you see there is Employee Group and Expense Policy Group. 

So, the question is, when you select the Applies to option in the Audit Rule, although the GB sub-groups appear and can be selected, is the rule looking at the Employee Group on the user profile to see if the audit rule should trigger or not? Which means if this rule applies to Car Allowance, it might not trigger because the rule is looking at the top level of the Group which in this case would be GB (United Kingdom) as shown in the profile.