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mjuluganti
Occasional Member - Level 1

Is there a way to show warning to users if they are over using Concur expenses

We guided employees to submit expense reports once a month for general expenses.

Looking for a way to show a soft warning to users if they are submitting more than once.

Appreciate any inputs.

2 REPLIES 2
jyotesh519
Super User
Super User

Hi @mjuluganti Do you have an identifier to filter the expenses used for General Expense? If yes, then you can setup a frequency based Audit Rule to trigger an alert if the expenses are claimed more then once in a month. You can leverage the Parameter (Amount-Monthly Total) at entry level to trigger the message.

mjuluganti
Occasional Member - Level 1

thank you @jyotesh519 , will explore this.