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

[mjuluganti]

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.

[jyotesh519]

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]

thank you @jyotesh519 , will explore this.