Thresholds

[RebeccaEdwards]

Hi All

we have set 'thresholds' in concur. where once triggered as a total the following warning shows.

Warning: This expense is above the reasonable amount set by your company. You may want to provide a comment to your manager with more information about this expense. 

however is it possible that for specific expense types this could be enhanced.

for example.

we have an expense type - Lunch with Non Employees - we are allowed to spend X with individuals for a simple example lets suggest we can pay £25 per person.

if the total of this entry exceeds £25 it shows the warning - rightly so as at this stage attendees have not been included in the expense claim.

however if there a way for the 'warning' to drop off - once the attendees are added and the expense reflects that there were enough attendees to reduce the 'inviduals cost per head to be under £25?

it would enhance our approval process because any entry that still has a warning once an expense is completed - would show events that went over budget. 

Is this possible? if so is there a guide for our admin to follow to make this happen?

Rebecca

[cjmarimo · Accepted solution]

hello @RebeccaEdwards ,

In our company, we use an Audit Rule based on Attendees, not thresholds. It evaluates whether the expense exceeds an amount per person.

In the following post, @KevinD  provides an example:  How to link number of attendees to amount limit of... - SAP Concur Community

The administrator has to go to “Administration -> Expense -> Audit Rules”.

BR,

cj

[RebeccaEdwards]

amazing i'll give this a go