Policy rules - Receipts

An overview of the receipt verification feature, with information on the best practice for implementation.

Written by Jack
Updated over a week ago

Receipt Verification is only available to ExpenseIn Enterprise customers. Please speak to your Account Manager or contact accountmanagement@expensein.com if you would like to discuss the feature or upgrade your account.

If your subscription allows, you can set additional policy rules for an expense and attached receipts. To do this, click the Receipts tab when creating or editing your policy.

Each policy rule has four options available: Off, Block, Warn or Report.

  • Off - The rule is not applied.

  • Block - Users cannot submit the expense.

  • Warn - The message should be reviewed and if it is OK, click on the Continue button to submit the expense. If not, click the Cancel button to go back and edit the expense.

  • Report - No warnings are displayed to the submitter, but are visible to the Approver and Finance users.

Please note: We strongly advise that all receipt verification policy rules are set to Warn, as these rules are reliant on automated features.

When an expense is submitted for approval, Approvers and Finance users can click on the View Policy Result link on the expense, to view the policy rules the expense has passed and the reasons for any Policy Warnings.

If an expense successfully passes all of the policy rules, the receipt icon will display a green tick.

For more information on the policy rules, hover over the question marks.

Please note: The receipt verification policy rules only apply to one receipt per expense. If an expense has multiple receipts attached to it, the scanned receipt information will not be combined and only the information from one receipt will be used. This may result in policy issues despite the policy rules being met.

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