An expense audit rule is created from the Expense Audit Settings screen at the Company level.
Click the
in the Expense Audit Rules section.
The page will update to show the Expense Audit Rules Details section.
The fields that are available to populate are:
Inactive: When ticked, sets the rule as inactive and will not be evaluated by the audit engine.
Rule Name: Create a rule name. Consider describing what the main purpose of the rule. This is a mandatory field.
Description: Provide additional text to make it easy to identify rules that may have similar names.
Precondition Rule: When ticked, this rule will act as a precondition rule. A precondition rule is a special type of rule that can be tied to other rules, acting as a precondition to those.
Automatically Approved and Automatically Rejected: Both fields are mandatory and can be set to <Yes> or <No>. Whether the engine is fully automated or requires a user to perform a manual review is determined by these values for these two fields. By setting the value to <Yes>, full trust is placed in the decisions made by the audit engine with no opportunity for a user to review the outcomes.
Decision outcome made by audit engine | Do you want users to manually review the outcome? | Values to use |
Approved | Yes | Automatically Approved = No |
Approved | No | Automatically Approved = Yes |
Rejected | Yes | Automatically Rejected = No |
Rejected | No | Automatically Rejected= Yes |
Comments: Provide helpful information to understand what the rule is to intending to achieve.
Click
to define the conditions of the approval rule/criteria.
When adding a condition to the Expense Audit Rule Details, there is a choice of using Field or Business Rule under the Source column of the grid.
Using Field in the Condition
Click
and select the field name from the type ahead drop down list.
Then select a value from the Comparison drop down list and finally click on either the
or
under the Compare To column. In this example, the condition is to check that the From Country field is equal to "United States".
To enter the value of "United States", click
and select "United States" using the type ahead drop down list.
Click
to create the condition for the approval rule/criteria.
Using Business Rule in the Condition
Click
to use a pre-configured business rule as part of the approval rule/criteria. Enter at least 3 characters to view possible Business Rules that have been configured. Note - the list is filtered at Company Level and only displays active Business Rules.
Business Rules can be found on the Business Rules Screen.
After selecting the Business Rule, select from the Comparison drop down list and finally click on either [Field] or [Value]. Note - if [Value] is selected, the available values to be selected under the Compare To column will respect the Output Type of the selected Business Rule. So if the selected Business Rule has an output type of:
Boolean: User can select “Yes” and “No”
Currency: User can select only a valid Currency
DateTime: User can select a date from the date picker
Money/Number: User can set the Value as a valid number
Text: Users can enter any text value
Once the condition(s) have been defined, click
to create the expense audit rule.
