Out of pocket receipt attachment

[Swaleeya]

Hi,

I have set up the audit rule for E-Receipts, requiring a receipt for out-of-pocket expenses of $1 or more. However, if the amount is $50 or greater, a receipt should not be required.

Currently, this rule is not functioning as intended. Please see the attached document for details on the issue.

Thank you!

[PoojaKumatkar · Accepted solution]

Hi @Swaleeya ,

As you mentioned "if the amount is $50 or greater, a receipt should not be required" then you can write opposite condition when receipt is required.

Put condition as below:

Entry: Amount

less than 

Value: $50

rest conditions will be as is

With this, system will check if amount is less than $50 meaning (any amount from $1 to 49) then receipt is required.

Update condition and check if audit rule is working as expected.

If this answers your query, then please mark solution as accepted.

[Swaleeya]

Hi @PoojaKumatkar 

I’ve tried the solution you provided, but it’s not working because the receipt is not attached. It needs to display a warning to attach the receipt.

Regards,
Swaleeya

[PoojaKumatkar]

Hi @Swaleeya ,

For me audit rule is working. 

Write these conditions and test. 

Event - Entry Save

[Swaleeya]

Hi @PoojaKumatkar 

Can you tell me how I can setup audit rule.

Condition-

Payment type-Out of pocket

Amount- less than $50

Regards,

Swaleeya

[PoojaKumatkar]

Hi @Swaleeya ,

Write exactly same conditions as given in my audit rule + add extra condition payment type = out of pocket.

Audit rule Event should be expense entry save.

Rule should work.