Capping Number of claims submitted per month.

[Em_Hallett]

Looking to see if using audit rules there is a way to cap the number of claims an employee can make in a month, we would like to cap this at 2 claims to prevent individuals submitting one line at a time. Is there a way of doing this?

[PoojaKumatkar · Accepted solution]

Hi @Em_Hallett ,

There is no direct solution available to setup up capping number of claims submitted per month. However, you can do following workaround. 

Note - this solution will only allow monthly one claim. Monthly two claims will not work. 

1. Add report start date and report end date field on expense report header form and mark it as required fields.

Now, Create 1st audit rule with below conditions. Add start date and end date for each month separated with OR operator.

Note - This audit rule needs to be updated on yearly basis to make this validation work.

2. Create 2nd audit rule using 'dates overlap another report' = Yes.

This will check if current expense reports start date and end date is overlapping with any existing previously submitted expense report or not.  If multiple reports found for the same start date and end date then system will throw error message.