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.
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.)
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.
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.
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.)
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.
Hi @PoojaKumatkar,
Thank you for your proposal!
Another way to detect a mix of Foreign and Domestic entries would be:
BR
Alejandro
