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Saikat
Occasional Member - Level 1

Restricting users to submit only one expense report per month

Hi All,

Is there any audit rule to restrict users submitting only one expense report per month?

3 REPLIES3
Snell
Occasional Member - Level 2

Saikat, I believe you need to add in Claim period dates in the claim header and then possibly use an Audit rule against these.

i.e. Period Start, Period End in the claim Header.

KevinD
Community Manager
Community Manager

@Saikatexactly what@Snellsaid. You need custom fields to put in the dates of the expense reporting period then create the audit rule on those fields.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
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Saikat
Occasional Member - Level 1

Hi Kevin,

What you and@Snellsaying I understand that, I have seen same solution earlier in this community. But I have some doubt in that. Like we put the audit rule where report start date and end date should have a certain difference, but every month different different end dates. Like if we assume for Feb we put a logic Start date should be End date+27 days in that case also if some user is creating expense reports in January and creating expense reports in consecutive dates , i.e. one report with Jan 1 start and next with Jan 2 start date. In this case will this logic work?

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