Allowing threshold excess on an expense
| DMF |
190807 WEB PORTAL EXPENSE REPORTS VALIDATION MODIFY REFUNDED THRESHOLD 041516 PURCHASES EXPENSE REPORTS THRESHOLD 041502 PURCHASES EXPENSE REPORTS MODIFY 041518 PURCHASES EXPENSE REPORTS MODIFY COMPLETED EXPENSE REPORT |
Prerequisite: The expense report must not be validated.
In the expense type setup, a threshold by expense and/or a daily threshold can be specified (see Setting up refund thresholds). When this threshold is exceeded on an employee's expense, the amount past the threshold is not refunded.
If needed, the threshold by expense can be increased on an exceeded expense in order to allow the refund beyond the threshold.
Note
If the threshold is ignored for the expense report profile of the employee, the expense can excess this threshold (see Specifying general information and contact details).
Approvals or rejections given on the expense will be reset unless the validator has the DMF 061812 PROJECTS APPROVALS MODIFY APPROVED OBJECT WITHOUT RESET.
| 1 | From the List view, click on  from the expense line. |
The Authorize exceeding threshold window opens.
| 2 | Specify the new Authorized threshold to apply for this expense. |
| 3 | Click on Validate. |
The specified threshold is applied on the expense and the refunded amount is recalculated.
