Employee statement affirming expenses are true, correct, and business related?

[Annie205]

I am hoping to find out if anyone has a requirement that employees must submit a statement with expense report to confirm their belief that expenses are true and correct as to every material matter, were business related and necessary as part of official duties.   Can Concur Expense provide a drop down/pop-up like they do with the missing receipt certification that could meet this requirement?

Thanks for any insight!

Rose Ann

[cjmarimo]

Hello @Annie205 ,

What I would do is the following:

To implement an “Expense Attestation”, I would create a checkbox field, named “Expense Attestation”, and configure it as mandatory in the Report Header. This field should include a clear statement, for example:
“I confirm that the expenses submitted are accurate and comply with the company policy.”

In addition, an Audit Rule should be defined to validate that this checkbox has been selected before allowing the report to be submitted.

This way, if the user attempts to submit the report without selecting the attestation field, the system will display an error message indicating that the declaration must be accepted, and it will block the submission until the checkbox is selected.

BR,

cj