We have 3 different company credit cards listed as an option for the expense Payment Types. Each of those credit cards have different billing cycles during the month (one closes on the 3rd, one closes on the 14th, and one closes on the 20th). I'm wondering if there is a way to make it so an expense cannot be submitted if the transaction date is BEFORE or AFTER the billing cycle dates for that specific credit card? We submit our expenses every month and reconcile them in QuickBooks, so anytime someone enters an expense that was before or after the current CC statement - it throws things off.
@kmalm I believe this can only be accomplished if you were to add custom fields of Start Date and End Date to the report header. This would require the user to enter the billing cycle dates for the card they use in the Start and End Date fields. Then you could create and Audit Rule that would require the transaction date of each expense to fall within the date range they entered into those two custom fields.
Now, most likely you don't have access to add custom fields, so you would need to submit a Support ticket to see how you could get these added.