Audit Rule for Misc Expense Type

[mdafin20]

Hi,

I'm trying to create an audit rule that will require someone to enter a comment when they use the Miscellaneous expense type.

I know how to create the audit rule to identify the Miscellaneous expense type, but I'm having trouble finding the 2nd step to say "comment required".

Thank you,

Jenn

[rohanpatil · Accepted solution]

Hi @mdafin20 ,

The conditions would be Expense type equal Miscellaneous AND Has comment equal No

I assume you will give error by setting exception level at 99. Hope this helps.

[rohanpatil · Accepted solution]

Hi @mdafin20 ,

The conditions would be Expense type equal Miscellaneous AND Has comment equal No

I assume you will give error by setting exception level at 99. Hope this helps.

[KevinD · Accepted solution]

@mdafin20 one thing I would add is when you are creating a new Audit Rule, test it out with Test Users or a Test User Group before activating it live for users. You want to make sure it is working correctly or else you run the risk of getting lots of emails from confused/angry employees. 🙂