Restrict Expense Types for Non-Credit card Transactions

[VVALLI]

Hello Experts,

We have a requirement where we want to add a few Expense Types, and these should only be available for selection with Credit card transaction and it should not be available for regular Expense report (out of pocket Expense).

Can someone please confirm if this is feasible to put a restriction on Expense Types shown in the drop down based on the Payment Type? Or the only way to do it is by setting up Audit rules and restricting the Expense Types for specific payment Type? 

Please note, we don't want to create a new policy in this case.

Thanks,
Velu

[PoojaKumatkar]

Hi @VVALLI ,

You cannot control expense type visibility based on payment type value/field.

Only way is to use audit rule to restrict specific expense type selection based on payment type value (cash/credit card)

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

[KevinD]

@PoojaKumatkar I'll confirm what @PoojaKumatkar has written. Audit Rules are the only way to accomplish what you want without creating a new policy.