Report Name Audit Rule

[LisaZindars]

We require all expense reports to contain the month and year in some way.  As we use the report name as the invoice number in AP we had to shorten it to 14 characters.  As a result the default name using Expense Assistant does not contain the year.  How can I create an audit rule that requires the report name to be changed before the report can be submitted?  It doesn't necessarily have to look for the specifics just that it was changed.

[dlamont · Accepted solution]

Hi @LisaZindars 

Here's a sample audit rule you can create. Note you can add "2026" by creating another step with the same info.  This one is created to show the error upon "Report Submit".

Hope this helps.

D

[LisaZindars]

Thanks for the instructions on how to set it up.  I did and it worked wonderfully.

[KevinD]

@LisaZindars I think @dlamont hit the nail on the head. Let us know how the rule works out for you and if there are any issues.