Audit Rule to compare against Fiscal Year Dates

[tstagliano]

Has anyone been able to develop an audit rule that would compare the transaction date of the expense line item to your companies Fiscal Year dates? Our fiscal year runs May thru April so FY22 \started on May1st, 2021 and ended on April 30th, 2022.  Right now we are in FY 23.

Our users want to trigger this rule when an expense line item has a date, for example of 2/1/22 that since it was submitted in FY22 and not in FY23, that a warning message would be triggered to attached additional approval.

Thoughts?

[KevinD]

@tstagliano You can create an audit rule based on the Transaction date being before a certain defined date. In your case, the rule would say Entry Transaction Date Is Before May 1st 2022. Have this rule in effect until the end of the fiscal year. Then update the rule on May 1st 2023 to say Entry Transaction Date Is Before May 1st 2023. 

That should give you what you are looking for.