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susankovac
Occasional Member - Level 2

looking fr a report that shows in and out of policy, in one report

Hello!

 

I am looking for a report where I can see the in policy expense submissions as well as out-of-policy (with exceptions) for any given period. These both should be on one report. 

 

Thank you!
Susan

1 REPLY 1
PoojaKumatkar
Frequent Member - Level 1

Hi @susankovac ,

 

Just a Q -

1. How you will you identify which expense reports are in policy and out-of-policy?

2. Is there any criteria or identifier which can be used to filter out these reports? what is that criteria? 

 

Like for example, if report contains exception msg = "out of policy/amount exceeded warning msg" then it will be considered as out of policy.

If there are no such exceptions in report, then it will be considered as within policy. 

 

Asking for my better understanding.

 

 

Thanks!
Regards,
Pooja