Allowing threshold excess on an expense
| DMF |
190807 WEB PORTAL EXPENSE REPORTS VALIDATION MODIFY REFUNDED THRESHOLD 041516 ACHATS NOTES DE FRAIS PLAFOND 041502 ACHATS NOTES DE FRAIS MODIFIER 041518 ACHATS NOTES DE FRAIS MODIFIER NDF TERMINEE |
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 Entering general information and contact details).
Les approbations ou les refus donnés sur la dépense seront réinitialisés sauf si le validateur possède le DMF 061812 AFFAIRE APPROBATION MODIFIER PIECE APPROUVEE SANS RAZ.
| 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.
