Our company is changing our Health Care Professional meal limits which will exclude tax and tip. We currently have audit rules in place which require a comment if the meal expense is over the per attendee limit which includes tax and tip. Is there a way to change the expense type entry form to separate tax, tip, and the subtotal amount while applying the audit rule to subtotal amount. Could this also be applied to the attendee amounts?
We have company credit cards so I am seeking the most efficient way to have the system flag exceptions based on this criteria.
Breakfast $25 (excluding tax and tip) per attendee
Lunch $60 (excluding tax and tip) per attendee
Dinner $150 (excluding tax and tip) per attendee
@ljackson I'm not sure the system can separate the tax and tip. How would the system know how much to reduce from the total for tax and tip automatically?
I have a suggestion, and this is just a suggestion...I'm sure there are probably other ways to get what you want, but maybe this will work.
Since the system needs to know the grand total including tax and tip for reimbursement and paying off the corporate card purposes the Amount field will still need to know the full total. However, you could create a custom field labeled Sub-Total. Users would need to then enter in the amount of the expense not including tax and tip which they can easily get from the receipt. Then create the audit rule off the custom field Sub-Total based on the amount totals you mentioned.
Thank you for the suggestion. I think the real trouble would be the attendee allocation. The per attendee amount should exclude the tax and tip and I am not sure Concur can configure that change even if the custom fields were created.
or could the audit rule be triggered by taking an average amount calculated by the subtotal (custom field) and the number of attendees.
Example: if the subtotal amount is $150 and there are 5 attendee add to the report. The average subtotal amount per attendee is $30. The breakfast limit excluding tax and tip is $25 and an audit rule would trigger for a comment explaining the overage.
@ljackson The breakdown of the per attendee amount is based off of the total of the expense and I don't know if you could have it be broken down by a custom field for Subtotal.