Receipt Requirement not prompted

[mspeir]

My account is set for all receipts above  $5 to be required, but some of my employees are not prompted to add a receipt to high dollar amount charges. If they don't attach a receipt to these specific charges, the system will not give them an alert and they will be able to submit a report without that receipt. This is not how our account is set up, though. Customer support has escalated this issue. Is anybody else experiencing this?

Thank you. 

[KevinD]

@mspeir I took a look at your site settings and everything looks set up correctly to not allow anything over $5 to be submitted. When did you set up the $5 limit? 

Is this happening with all employees or just a select few? 

[Munari_alEXPert]

dear @mspeir,

I can answer based on my past experiences. Is the audit rules set up correctly for all your company's entities?

As I had a similar situation a few years back, where it was only a matter to have forgotten to include an entity on the list of applicable audit rules. It would be nice to know.

[mspeir]

Hi @KevinD  and @Munari_alEXPert ,

A support representative got in touch with me and said that receipts are not required for "Rich Data". Just now learning about this, as we started using Concur last month. The representative will enable the Custom Audit rule feature to create an audit rule for credit card transactions to still attach a receipt if they have Rich Data.

Thanks for your responses.

[KevinD]

@mspeir oh yes, the good old Rich Data option. I will need to keep that in mind next time I see a similar issue come up. Thank you for sharing the solution. 

[MattH]

Hi Mspeir - I'm currently encountering the same issue you are with "Rich Data" as we're setting up Concur.  Any chance you can walk me through how you created the Custom Audit rule that made Concur require receipts even with Rich Data?  Thanks!

[KevinD]

@MattH the screenshots below are the conditions for the audit rule you are looking for.

[MattH]

Hey Kevin - Thanks so much for the quick response.  Couple follow ups just to make sure I am understanding how this rule works.  I see the top rule references a "report".  Will this setup result in the receipt required flag showing up when a user tries to create an expense report or is this to create a report that an administrator could run to ensure all expenses had receipts?  Also, could you provide a road map for how to turn on the "Custom Audit" rule within Concur environment.  Is this something I need to request to be turned on or can I navigate their on my own?  Appreciate the help.

Matt

[KevinD]

@MattH see my responses in red below.

Couple follow ups just to make sure I am understanding how this rule works. 

I see the top rule references a "report".  Will this setup result in the receipt required flag showing up when a user tries to create an expense report or is this to create a report that an administrator could run to ensure all expenses had receipts? In audit rules, Report means Expense Report. Not a report you would run. 

 Also, could you provide a road map for how to turn on the "Custom Audit" rule within Concur environment.  Is this something I need to request to be turned on or can I navigate their on my own? You will need to request that Custom Audit Rules be turned on.