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adelcampo
Occasional Member - Level 3

All entries in an expense report are foreign

Hello,

 

Does anybody know how to create an audit rule to check that ALL entries are foreign?

Or that there are domestic and foreign entries in the same report?

 

Thank you very much,

Alejandro

1 Solution
Solution
PoojaKumatkar
Routine Member - Level 1

Hi @adelcampo ,

Please follow below steps:

1. Go to forms and fields >> Open expense entry form >> add field 'Foreign or Domestic' into all expense entry forms. 

Note - without adding this field in all expense entries form, we cannot write audit rule. 

2. Go to audit rules and create new rule on report submit event. 

Exception message - This report contains all foreign expenses. (you can set up yellow warning msg or hard stop as per your requirement.)

Note - This rule is based on employee profile level, country field. Ex. if in your employee profile, country has set to 'united states' and while creating expense entries if you select city of purchase other than US then only this rule will get triggered. Meaning, city of purchase other than employee profile level country will be treated as foreign expenses.

PoojaKumatkar_0-1718781665689.png

 

Similarly, to identify whether report contains foreign and domestic expenses, you can write conditions as below:

Exception message - This report contains foreign and domestic expenses. (You can set up yellow warning msg or hard stop as per your requirement.)

PoojaKumatkar_1-1718782054771.png

Done.

 

Testing:

For below example, employee profile level country set up as US. 

Once expense entries are created, try submitting expense report then rule will trigger on submit event.

PoojaKumatkar_2-1718782180838.png

 

 

Thanks!
Regards,
Pooja

View solution in original post

2 REPLIES 2
Solution
PoojaKumatkar
Routine Member - Level 1

Hi @adelcampo ,

Please follow below steps:

1. Go to forms and fields >> Open expense entry form >> add field 'Foreign or Domestic' into all expense entry forms. 

Note - without adding this field in all expense entries form, we cannot write audit rule. 

2. Go to audit rules and create new rule on report submit event. 

Exception message - This report contains all foreign expenses. (you can set up yellow warning msg or hard stop as per your requirement.)

Note - This rule is based on employee profile level, country field. Ex. if in your employee profile, country has set to 'united states' and while creating expense entries if you select city of purchase other than US then only this rule will get triggered. Meaning, city of purchase other than employee profile level country will be treated as foreign expenses.

PoojaKumatkar_0-1718781665689.png

 

Similarly, to identify whether report contains foreign and domestic expenses, you can write conditions as below:

Exception message - This report contains foreign and domestic expenses. (You can set up yellow warning msg or hard stop as per your requirement.)

PoojaKumatkar_1-1718782054771.png

Done.

 

Testing:

For below example, employee profile level country set up as US. 

Once expense entries are created, try submitting expense report then rule will trigger on submit event.

PoojaKumatkar_2-1718782180838.png

 

 

Thanks!
Regards,
Pooja
adelcampo
Occasional Member - Level 3

Hi @PoojaKumatkar,

Thank you for your proposal!

Another way to detect a mix of Foreign and Domestic entries would be:

 

adelcampo_0-1718784566493.png

BR

Alejandro