Notification to Employee, if they submit claim less than the threshold limit

[sunilrathod]

Hi,

We would like to have notification trigger, whenever employee submit an expense claim less than certain amount, let say $ 50.

We don't want to restrict them for such claim but want to inform if they can combine the expenses in one go or for the month.

Is there any solution available in concur expenses for such requirements.

Thanks,

Sunil 

[KevinD]

@sunilrathod create an audit rule that has an exception level less than 99. This will flag the report with a yellow alert which can have a message telling them to combine expenses. 

[sunilrathod]

Hi Kevin,

Thanks for your revert, we tried it but we are not able to give entire claim level, it comes for each line of expenses.  it may be possible in one of the line item of expenses it is less than $ 100 but report total is more than $ 100, so we don't want to inform them, but the entire report total is less than $ 100, then they should be notified specifically.  Could you please help us how we can set up that audit rule ?

Thanks,

Sunil

[KevinD]

@sunilrathod if you want users to see a message reminding them to submit reports with a total greater than $100, you can create the rule. See below. Keep in mind, this will still allow them to submit. I would also suggest setting up an email reminder that uses the same conditions that when users have a submitted report less than $100, they will receive an email stating they should add more expenses if possible. 

Audit Rule Condition

Exception

You will need to type in the message you want the users to see when they submit.

Do you know how to create email reminders?

[sunilrathod · Accepted solution]

Hi Kevin,

Thanks for the suggestion, I will connect with the support team to create audit rule and message.

Sunil