Monthly expense claims cap

[teochoonwee]

Hi,

Can Concur expense check on monthly expense type claim cap using audit rule? I would like to have for monthly transport claims not exceeding a certain amount based on multiple receipts claims in a month. Also, post cliam of earlier months should also perform this check. If exceeded the monthly cap, it will be a hard block. Thanks.

[KevinD · Accepted solution]

@teochoonwee here is a screenshot on how you would build this audit rule. This is an example and the expense type would need to change and you need to enter an amount for the second condition. I hope this gives you what you are looking for.

Kevin