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PabloBCI05
Occasional Member - Level 2

Consultation

Hi Community !!!

I have a doubt.

A client said than they need a Audit Rule than "Employees are prevented from submitting out of pocket expenses that are over 60 days old".

Is it a Custom rule or Validation?

 

Best!!!!

1 Solution
Solution
crystalreports
Routine Member - Level 1

Hi @PabloBCI05 , we use a Payment Type field with the value of "Out of Pocket" to identify out of pocket expenses incurred by the traveler.

View solution in original post

3 REPLIES 3
crystalreports
Routine Member - Level 1

@PabloBCI05, I would do a Custom rule based on the Transaction Date.

PabloBCI05
Occasional Member - Level 2

Hi @crystalreports 

Thanks for your answer.

I have a doubt. How would you identify what the out-of-pocket expenses are?

With payment type or an expense type?

 

Thanks for your answer !!!

 

Best!!

Solution
crystalreports
Routine Member - Level 1

Hi @PabloBCI05 , we use a Payment Type field with the value of "Out of Pocket" to identify out of pocket expenses incurred by the traveler.