Policy group - receipt requirements

[kcombs23]

My executive staff has asked if a policy group can be made for them to have different receipt requirements vs all other users. I made an Exec Staff policy group, but the only setting I can see under Manage Expense Types are flagging the limits. The Exec Staff group wants it setup where any expenses under $75 they don't have to upload a receipt. Is that possible? We are on the Standard version. Any advice is appreciated!

-Katie 

[KevinD]

@kcombs23 okay, being on Standard does present a bit of a challenge, but I believe it is possible. Since there isn't a way by default to tell the system that if User belongs to Exec Staff and expense entry amount is under $75, do not require a receipt, you would need to submit a help ticket to Concur Support and ask them about turning on Custom Audit rules in your site. 

Full transparency, I am pretty sure there is a fee associated with this. I would recommend finding out the fee amount and then determining if the request of the Exec staff is worth the fee. I believe you could even request Support to create the rule as well. I am not sure if they will create the rule for you or simply provide the steps for creating the rule.

[kcombs23]

Thank you for the advice. I did put in a ticket with Concur Support. They told me that receipt handling configuration is defined at the country level and since all of our users are in the US, they would all be under the same receipt rules. And we can only have one US group. I did make an Exec Staff policy group, but I found out that just changes what expense types are available and it flags the amounts. Do you think the Custom Audit rules would work? I haven't dealt with that before. 

[KevinD]

@kcombs23 I am 95% confident that an Audit rule will work.