Approvers and Finance users can view the policy results for an expense to see which, if any, policy rules have been breached.
Any expense that has breached a policy rule will display a red Policy Issue label against it.
To view further information on the policy issues flagged by an expense, follow the steps below:
1. Find the relevant expense in the Approval or Finance area.
2. Click on the expense and a summary of any flagged policy issues will display.
3. To further view the policy results, click the three dots icon next to the expense and select View Policy Result from the drop-down.
4. A list of policy rules will be displayed, stating whether the expense has passed or failed each rule.
Note:
The list of policy rules displayed will depend on your ExpenseIn subscription, policy rules in place and relevant settings applied.
A full list of policy rules that a user must comply with can be viewed by all of your ExpenseIn users. To do this, they can view the policy in their My Expenses area and click Expense Policy from the left-hand menu.