Scenario 3

The system can require an attachment for all lines, but it does not know if the attachment is a valid receipt.

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 USD

    • Enforce Receipt = Yes

    • Header Receipt for All Lines = Yes

    • Exceptions grid has six expense types that require a receipt for charges over 10.00 and all six allow Header Attachments.

Expense Entry

An employee creates an expense report for all six expense types listed in the Exceptions grid of the Receipts Require page. The employee attaches a document at the header level and submits the expense report.

System Reaction

The system allows the expense report to be submitted.

Action(s) to Take

Although there is nothing for the employee to do, you should have an approver in the approval chain whose only responsibility is to verify the attachment for lines that require a receipt. This is because the system doesn't know whether an attachment is in fact a valid receipt.

To create a receipt verifier:

  1. Use the Define Approver Types Page to create a RCPTVERIF approver type. The Approver Category is Receipt Verifier.

  2. Use the Transaction Definition Page - Properties tab to add the RCPTVERIF approver type.

    Select the Verify Receipt check box and other check boxes that the receipt verifier can perform.

  3. Use the Approval Privilege Template Page to create an approver privilege template and select the appropriate option for Receipt Verified.

  4. Use the Approver Profile Page to add an approver profile and select RCPTVERIF in the Approver Type field.