Using Submission Requirements

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Submission Requirements prevent end users from submitting an expense report if specific requirements are not met. Administrators can enable submission requirements from the Configuration page.

This article shows you, a Certify Administrator, how to enable and use submission requirements.

Step 1: On your Certify homepage, click Configuration.

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Step 2: Click View and Edit Policy.

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Step 3: Under Submission Requirements, click the checkbox next to each to enable.

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Step 4: After selecting the checkbox to enable the submission requirement, choose the default message, or enter a custom message. The message will be shown to the user when the submission requirements are not met.

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Prevent users from submitting reports if receipt requirements are not met

If this is enabled, users will receive an error message if receipt requirements are not met and will not be able to submit their report until fixed.

In the example below, the user is not able to submit their expense report because receipts are required for expenses of $25 or more, and there isn't a receipt attached.

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The user needs to attach a receipt to this expense in order to submit.

Prevent users from submitting mileage expenses without a map or receipt

If enabled, users are unable to submit mileage expenses without using Certify's Map It feature, or attaching a receipt.

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Users need to use Map It or attach a receipt to continue.

Prevent users from submitting expenses with an expense dated in the future

When enabled, users are unable to submit expenses with a future date.

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The user needs to change the date of the expense to submit, or wait to submit.

Prevent users from submitting non-reimbursable expenses without linking to a credit card

When enabled, users are unable to submit non-reimbursable expenses without linking to a credit card.

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Users will need to link the expense to a credit card to submit.

Step 5: Click Save when complete.

 

 

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