This feature is only available to ExpenseIn Enterprise customers. Please speak to your Account Manager or contact email@example.com if you would like to discuss the feature or upgrading your account.
If your ExpenseIn subscription allows it, you are able to set additional policy rules against an expense and the attached receipt.
You can define the receipt verification rules you want to enable by clicking on Admin, Policies and clicking on Edit next to the Policy you want to update. Then, click on the Receipts tab:
Set the relevant rules to Off, Warn, Block or Report and click on the Update button.
Users will experience the following when submitting their expenses:
Off - The rule is not applied.
Warn - The expense will be submitted, the submitter will receive a warning and a Policy warning will be displayed on the expense. You can click on the View Policy Result link on the expense to view the reasons for the Policy Warning.
Block - They will not be able to continue to submit the expense until they have resolved the issue.
Report - The expense will be submitted but a Policy warning will be displayed on the expense. You can click on the View Policy Result link on the expense to view the reasons for the Policy Warning.
If an expense successfully passes all of the rules, the receipt icon will have a green tick on it.