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Swaleeya
Occasional Member - Level 1

Out of pocket receipt attachment

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!Screenshot 2024-10-21 151348.png

1 Solution
Solution
PoojaKumatkar
Routine Member - Level 3

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.

 

Thanks!
Regards,
Pooja

View solution in original post

7 REPLIES 7
Solution
PoojaKumatkar
Routine Member - Level 3

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.

 

Thanks!
Regards,
Pooja
Swaleeya
Occasional Member - Level 1

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.

Screenshot 2024-10-23 201304.pngScreenshot 2024-10-23 201429.png

Regards,
Swaleeya

PoojaKumatkar
Routine Member - Level 3

Hi @Swaleeya ,

 

For me audit rule is working. 

PoojaKumatkar_0-1729695623000.png

 

Write these conditions and test. 

Event - Entry Save

 

PoojaKumatkar_1-1729695663438.png

 

Thanks!
Regards,
Pooja
Swaleeya
Occasional Member - Level 1

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
Routine Member - Level 3

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. 

 

Thanks!
Regards,
Pooja
Swaleeya
Occasional Member - Level 1

Hi @PoojaKumatkar ,

this is still not yet resolved.

PoojaKumatkar
Routine Member - Level 3

@Swaleeya ,

Issue has been resolved with slight changes in your audit rule conditions. 

 

 

Thanks!
Regards,
Pooja