cancel
Showing results for 
Search instead for 
Did you mean: 
teochoonwee
Occasional Member - Level 2

Monthly expense claims cap

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.

1 Solution
Solution
KevinD
Community Manager
Community Manager

@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

Monthly_Limit.jpg


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

View solution in original post

1 REPLY 1
Solution
KevinD
Community Manager
Community Manager

@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

Monthly_Limit.jpg


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

View solution in original post