Scenario 4

This scenario shows that an employee can be exempt from the receipt requirement feature, while other employees must attach receipts. In this scenario the president of the company is exempt from having to submit receipts.

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

  • Comments Required = Yes

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

• Employee Profile - User Defaults Page for the president - Receipts Not Required field = Yes.

Expense Entry

An employee creates an expense report on behalf of the president. All expense lines are over the minimum amount specified on the Receipts Required page.

System Reaction

The system allows the expense report to be submitted.

Action(s) to Take

There is no further action to take.