Hi @dsadler ,
Do following config changes:
1. Receipt Handling - Earlier It is used to generate a receipt icon only but in new UI, it will trigger warning msg as well as shown below in screenshot.
This receipt icon and warning msg will get triggered as per conditions configured under receipt handling and will not restrict user while submitted their expense reports.
If you want to trigger warning for - All expenses over $10 require a reciept, except for personal mileage, foreign currency fees and credit card fees, then write below rule under receipt handling.
2. Audit rules - used to trigger warning message or hard stop message.
Write below audit rule with the expense types for which receipt is not required, so that audit rule will get triggered for the remaining expense types if amount is over $10.
Testing:
If this answers your query, then please mark solution as accepted.
Hi,
Unfortunately this did not fix my problem. Can I ask why you have this included in the reciept handling condition?
Reciept status not equal "no reciept" would mean that they would have selected "receipt". If there is no reciept for these items, why would they select that?
We removed the receipt status from all of our forms as we feel it is an unecessary extra step to select for each any ebery expense type.
Hi @dsadler ,
why you have this included in the receipt handling condition? Receipt status not equal "no reciept" would mean that they would have selected "receipt". If there is no reciept for these items, why would they select that?
Response -
With reference to your statement "I entered personal mileage and foreign currency fees and they both have a warning that a receipt much be attached.".
As I have explained in my previous response, Receipt handling functionality is used to show "receipt" icon and yellow warning msg. As per your requirement, since personal mileage and foreign currency fees expenses doesn't need receipt, I have excluded them from condition and checking receipt status NOT Equal "No receipt" meaning, if receipt status is selected as "Receipt" OR "Tax Receipt" then show receipt icon and yellow warning msg.
It is a shortcut way of writing condition. Instead of putting two conditions, I prefer to write one condition in opposite way.
We removed the receipt status from all of our forms as we feel it is an unecessary extra step to select for each any ebery expense type.
Response - I would suggest not removing it from the expense entry form because, as you mentioned only for 3 expense types, receipt is not required and for rest expense types receipt is required if amount is over $10.
If you remove receipt status field from all expense entry form then how will you check above condition? meaning if user is claiming amount over $10 and not attaching receipt then how will you restrict user from submission.
Also, receipt status field is connected/used in tax calculation/configuration purposes. If you are using tax calculation feature, then receipt status field must be available in every expense entry form. Otherwise, tax configuration will not work bcz in tax configuration one of the must conditions is whether receipt status = tax receipt.
Instead of removing receipt status field, I would suggest keeping default value that is receipt status = "Receipt" in tax administration, so that user doesn't need to select receipt status every time.
Regarding, suggested solution is not working for you, I would suggest writing condition as is given in my screenshot just by replacing expense type as per your configuration and try it again. You must have done some slight mistake while writing it. It is working for me as shown in my previous response along with testing screenshot. It should work for you as well.
