Submit Validations prevent end users from submitting an expense report if specific requirements are not met. Administrators can enable submit validations from the Configuration page.
This article shows you, a Certify Administrator, how to enable and use submit validations.
Step 1: On your Certify homepage, click Configuration.
Step 2: Click View and Edit Policy.
Step 3: Scroll to the bottom of the page. Under Submit Validations, click the checkbox next to each to enable.
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.
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.
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.
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.
Users will need to link the expense to a credit card to submit.