Expense Limit

Admin can assign Monthly/Yearly Expense Limits to individual users. The policy validations can be configured to point to the limits defined in the user's profile. The Expense Type Groups and Expense Types need to be pre-defined through the Expense Group and Expense Type tables.

To Assign User Expense Limits:

1. Click on Admin
2. Click on Organizations to expand the menu.
3. Click on Employee
4. Find the employee you want by either
   1. Entering either their first or last name in the search box at the top next to the filter icon.
      1. Click Enter to retrieve the results
   2. Entering search criteria by clicking the filter icon  on the right-hand side of the screen.
      1. Click Apply
5. Select the employee.
6. Click on Expense Limit tab.
7. Click on Add.
8. Fill out the Fields:
   1. Effective Date* - Date as of which the Expense Limit is effective.
   2. Expense Group*   - Select an expense type group in case the limit applies to a group of expense types.
   3. Expense Type*   - Select an expense type in case the limit applies to an individual expense type.
   4. Limit Type - Select Monthly, Monthly Reoccurring, Quarterly, or Yearly depending on the type of limit.
   5. Amount Limit - Insert the $$ amount of the monthly/yearly limit.
   6. Note - Notes related to expense limit.
9. Click the Save button to save the changes.

 * Indicates a required field

Note: Expense policy validations will need to be configured through Expense → Policy Setup → Expense Policy to point to the amount limits defined in the user profile. The validation can be displayed to the users in case they are exceeding monthly/yearly limits during the expense entry process.