How to make the Mileage Calculator as a requirement for Personal Car Mileage?

[joeabraham]

I was able to make it a requirement on Mileage Configuration under Expense Settings, however, I'm still able to submit whatever I want and alter mileages after the fact.

[KevinD]

@joeabraham all that setting does is automatically opens the Mileage Calculator when a user selects the Mileage expense type. If you want to prevent users from changing the calculated mileage to enter a mileage amount that is greater than what was calculated, then you can use the Custom Audit rules option. There is a rule already created that you can simply activate that would flag expenses where the changed mileage is 10% or more than what was calculated. See screenshot.

Now, the rule is currently set to Warn the user. I checked and this cannot be changed. If you want to Block report submission, create a new rule using the same conditions. You will just need to create a new Exception on the last step of the rule creation that uses the Block option instead of Warn. 

If you have any issues, let me know.

[joeabraham]

When I turned on that setting the Mileage Calculator doesn't automatically come up. The employee is still required to click the link and enter the addresses. Due to this, employees are allowed to enter anything they want under the addresses and submit any mileage type without having to open the Mileage Calculator.

Let me know if I'm doing something wrong. 

[PoojaKumatkar · Accepted solution]

Hi @joeabraham ,

Based on the screenshot given by KevinD i am assuming that your company is using Concur Standard Edition. I dont have much idea about Standard Edition configuration.

However, if data objects are same as per Professional Edition then you can try writing below audit rule. Basically 'Has Mileage Calculator' data object is used to check whether user has used Mileage Calculator or not to generate locations or whether it is manually entered. 

Audit Rule:

Event - Entry Save

Testing Result:

Edition - Concur Professional

Since I have manually entered locations, upon expense save, audit rule got triggered. If you use Mileage Calculator then exception msg will disappear. 

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

[joeabraham]

Thank you Pooja, this works! I've added another layer of an Audit rule to make sure people don't adjust the mileage after using the calculator.