Receipt Verification is only available to customers on the ExpenseIn Complete plan. If you'd like to discuss enabling this feature or upgrading your subscription, please contact your Account Manager or our Customer Success team.
If your subscription includes Receipt Verification, you can configure additional policy rules for expenses with attached receipts. To do this, click the Receipts tab when creating or editing your policy.
Each policy rule can be configured using one of the following options:
Off - The rule is not applied.
Block - Users cannot submit the expense until the issue is resolved.
Warn - A warning message is displayed. If the expense information is correct, the user can click Continue to submit the expense. Otherwise, they can click Cancel to go back and update the expense.
Report - No warning is shown to the submitter, but the issue is visible to Approvers and Finance users.
Note:
We strongly recommend setting all Receipt Verification rules to Warn, as these checks rely on automated verification features.
For more information about a policy rule, hover over the red question mark icon.
Receipt Verification rules only apply to one receipt per expense. If multiple receipts are attached, the scanned receipt data is not combined, and only one receipt's information is used for verification. This may result in policy issues even when the overall expense meets the policy requirements.
Additional Information
When an expense is submitted for approval, Approvers and Finance users can expand the expense submission, click the three dots icon, then select View Policy Result to view the policy rules that the expense has passed and the reasons for any policy issues.
