Establish transactional spending limits for each role/rank

[dbarkho]

Is there a way to set up spending limits by employee role/rank? Is so then is it possible to have a manager approve an employee to spend over this limit if necessary? Thanks.

[KevinD]

@dbarkho what you are asking is possible. You would likely need to create a list in List Management that contains all roles in your company. Then have a custom field created labeled Role. SAP Concur will probably have to do this part for you. You can then assign all users their role on their profile. Once that is done, you can create audit rules that apply to specific expense types, set limits in the audit rule conditions and add a rule condition that applies to that role. 

However, keep in mind this would need to be done for each expense type and each role you want to have limits. This will be quite a bit of work depending on how many expense types and roles will be involved. 

The alternative is to set the spend limit by report total, which is a lot less work. You still need to create a rule for each role. The audit rule can flag expenses with a warning alert over the limit. Then the approver can decide to approve or deny as necessary.