Scenario 1

This scenario shows how the Minimum Receipt Amount value (at the top of the Receipts Required page) is applied to all lines, and that the Minimum Receipt Amount value for an expense type overrides it. It also shows that allowing a comment to compensate for a lost receipt allows the expense report to be submitted.

Setup Configuration

• Installation Options - Expenses page

  • Receipts Configuration - Option = Attachments Only

  • Receipts Configuration - Attachment Location = Header and Line

• Business Unit - Receipts Required page

  • Receipt Required = Always

  • Minimum Receipt Amount (at top of page) = 25.00

  • Comments Required = Yes

  • Exceptions grid:

    • Expense Type = Courier Service

    • Minimum Receipt Amount = 20.00

    • Comments Required = Yes

Expense Entry

An employee creates an expense report for two expense types:

• Hotel = 220.00

• Courier service = 23.49

The employee does not attach a document and tries to submit the expense report.

System Reaction

The system does not allow the report to be submitted and displays a red flag at the top of the Expense Entry page. There are two errors: One for the hotel expense type because the amount is over the minimum amount of 25.00. The other is for the courier service because the amount is over the exception expense type amount of 20.00

Action(s) to Take

The employee can take more than one action to submit the expense report:

• Attach a document (receipt) at the header or line levels for the hotel and courier charges.

• Enter a comment at the line level for the hotel and for courier charges.