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The DATABASICS system can be set up to flag the possible duplicate charges within the same expense report, as well as across approved expense reports via Validation Options (Expense) setup screen.

Certain recurring expense type that may seem as duplicates (such as tolls, taxi, cell phone bill) but are not, can be excluded from this validation as follows:

From the Administrator menu expand the Expense link and go to Policy Setup → Exclude From Duplicate section.

  1. Press Add to add a new entry

  2. On the New Exclude From Duplicate pop-up window select the fields:

    1. Expense Type select a specific expense type that should be excluded from the duplicate validation. Select ALL if the rule applies to all expense types

    2. Currency: select a currency, if the charges only in any specific currency need to be excluded from the duplicate validation, otherwise select ALL

    3. Amount Less Than: enter any amount and the expense lines under the specified amount will be excluded from the duplicate validation

  3. Press Save to save the entry

Additional entries can be added by pressing the Add button again.