Expense management policy rule

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Posted on by marypeace

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Hi,

I created an expense report policy in D365 expense management.

The rule is if the amount per day per category exceed 150 USD, the user will not be able to submit the expense report unless the user enter justification.

To test the rule, I created an expense report in the amount of 1,000 USD but the system allow me to submit the expense report without any warning.

Did I miss some setup?

Pls advise.

Thanks.

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André Arnaud de Cal... 291,228 Super User 2024 Season 2 on at

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RE: Expense management policy rule

Hi Marypeace,

Anrini is correct. You want to stop it when the amount is greater than. You have to enter the stop condition; not what is allowed.
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Anrini on at

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RE: Expense management policy rule

Shouldn't it be 'do not allow users...' when greater than 150 USD in the screenshot?

This blog might help - Set up expense policies | Microsoft Docs