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saikatinit
New Member - Level 1

Financial year limit for expense type

Hi Team,

 

I need to maintain financial yearly limit(1st April to 31st March) for one of our expense type. In audit rules there is no option for Financial year( only weekly/yearly/monthly/daily). Can you please help me with this issue if any solution there.  Also we would like to track in some field the remaining amount from the limit. Is that possible? Can you please help. 

1 REPLY 1
KevinD
Community Manager
Community Manager

@saikatinit running limit audit rules can only look at a calendar year.

 

To keep a running total, I would recommend using a Cognos report that you schedule to run either daily, weekly or monthly. This allows you to see a comprehensive list of all employees and their running total in one report.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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