Expenses are held in the Approved section of the Finance area until they have been marked as completed. From here, Finance users can add or edit a Policy Issue on approved expenses.
How to view approved expenses with a policy issue
To view approved expenses with a policy issue, go to the relevant Approved section of the Finance area (E.g. Reimbursable or Company Card) and use the Filter option available:
1. Click the Policy Issue drop-down.
2. Select Yes from the drop-down.
3. Click Update to generate your search results.
How to add or edit a policy issue on an approved expense
1. Click the user's name to expand their expenses.
2. Locate the expense you wish to review and add or edit the Policy Issue for.
3. Click the three dots icon next to the expense and select View Policy Result from the drop-down. This will allow you to check the expense against the assigned policy.
4. To add or edit the policy result, click Actions, then select Edit Policy Result or Add New Policy Issue from the drop-down.
How to add a policy result
1. In the Add New Policy Issue window, type the details of the additional policy result in the Policy Issue box.
2. Click Add to add the new policy issue to the expense.
How to edit a policy result
1. In the Edit Policy Result window, enter a Note against the issue.
2. Tick the Clear checkbox if you'd like to remove the policy result from the expense.
Note: If you clear a policy issue by mistake, you can select Edit Policy Result again and remove the tick from the Clear checkbox to reinstate the policy issue.
3. Click Update to save the changes.
One the policy issue has been added or edited, you'll see the Policy Issue label has been updated, or removed from the expense.