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novieho
Occasional Member - Level 1

Is there functionality that exists in Concur expense to support capping TIP/ GRATUITY amounts?

Is there functionality that exists in Concur expense to support capping TIP/ GRATUITY amounts?

If there is not out of the box functionality, is it possible to configure Concur expense to capped TIP/ GRATUITY amounts?

Our Travel and Expense Policy requires the employees add no more than 20% TIPS/GRATUITY for Meals, Transportation, Entertainment.

Any other overages above 20% will be personal expense.

Currently, our organization has to calculate and track as well as recover the overages manually.

We would prefer of Concur Expense can systematically enforced the 20% TIP limit.

Thanks.

 

 

1 Solution
Solution
PoojaKumatkar
Routine Member - Level 1

Hi @novieho ,

To auto calculate the 20% of TIP limit, you can do the following configuration:

 

1. Go to Forms and fields >> Expense entry forms >> create a separate entry form for 'Tips' expense type. Add custom field with 'Amount' data type.

Example custom 19 with Amount data type.

2. Activate separate expense type 'Tips' on policy level.

3. Go to Expense types >> search for 'Tips' and double click >> go to 3rd step/page which is for formulas and update below formula >> next >> next >> done.

result_t=C19*0.20 

 

Note: Here you can replace C19 with any custom field which you have added in your form. Remember to only replace custom field number. 

PoojaKumatkar_0-1718779256562.png

 

Configure above given steps to complete the configuration.

 

Testing:

1. Go to expense tab and create expense report with the policy in which we have activated 'Tips' expense type.

2. Add expense 'Tips' >> fill in the required information. Here you would observe that Amount field must be in read only. Add your total tip Amount into custom field (example, custom 19) and save expense.

3. Now on summary page, you would observe, 20% of Tip amount has been auto calculated by the system which will reflect under requested column as shown below.

PoojaKumatkar_1-1718779570297.png

 

PoojaKumatkar_2-1718779652855.png

 

Hope this would help to accommodate your requirement 

 

 

 

 

Thanks!
Regards,
Pooja

View solution in original post

1 REPLY 1
Solution
PoojaKumatkar
Routine Member - Level 1

Hi @novieho ,

To auto calculate the 20% of TIP limit, you can do the following configuration:

 

1. Go to Forms and fields >> Expense entry forms >> create a separate entry form for 'Tips' expense type. Add custom field with 'Amount' data type.

Example custom 19 with Amount data type.

2. Activate separate expense type 'Tips' on policy level.

3. Go to Expense types >> search for 'Tips' and double click >> go to 3rd step/page which is for formulas and update below formula >> next >> next >> done.

result_t=C19*0.20 

 

Note: Here you can replace C19 with any custom field which you have added in your form. Remember to only replace custom field number. 

PoojaKumatkar_0-1718779256562.png

 

Configure above given steps to complete the configuration.

 

Testing:

1. Go to expense tab and create expense report with the policy in which we have activated 'Tips' expense type.

2. Add expense 'Tips' >> fill in the required information. Here you would observe that Amount field must be in read only. Add your total tip Amount into custom field (example, custom 19) and save expense.

3. Now on summary page, you would observe, 20% of Tip amount has been auto calculated by the system which will reflect under requested column as shown below.

PoojaKumatkar_1-1718779570297.png

 

PoojaKumatkar_2-1718779652855.png

 

Hope this would help to accommodate your requirement 

 

 

 

 

Thanks!
Regards,
Pooja