How can I enforce users to attach a required receipt to an expense line?

You can configure the setting to enforce users to attach the required receipt to an expense line. To do this, you need to configure these settings.

• Enable attachment of receipts to expense lines: To enable this setting at the organization level, on the Manage Expenses System Options page, select the Lines required option for the Enable Attachment field.

  Here's how you can enable the setting for a specific business unit:

  1. On the Manage System Options page, select the business unit from the Specific Business Unit section.

  2. In the Edit Expenses System Options dialog box, select the User Options for Expense Reports tab.

  3. Select the Lines required option for the Enable Attachment field.

• Create rule to prevent submission of expense reports if receipts are missing:

  1. On the Create Expense Report Receipt and Notification Rule page, select either Imaged or Both for the Type of Receipt Required field.

  2. In the Stage When Imaged Receipts Must Be Attached to Expense Report section, select the Prevent submission if receipts aren't attached option.

  3. Click Save and Close.

• Assign the rule to a business unit.

After you configure these settings, users need to attach the required receipt to an expense line while submitting expenses.