Expense report policy

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Posted on by marypeace

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Hi,

I created an expense report policy wherein if the meals for the day is more than 20USD, it will require the user to enter justification.

My expense policy for meals is as follows:

Amount for day per category is greater than 20USD, do not allow to submit expense report unless justification is entered.

and Expense category = Meals

After setting up the expense policy, I created 2 expense reports.

One expense report with amount of USD15 and another expense report with amount of USD10 with a total per day of USD25 with same date.

In both expense report, there is no message that you exceeded the limit of USD20.

I thought the amount for day per category will check the meal limit of USD20 for the day which is USD15 + USD10 =USD25 which already exceeded the meal limit for the day of USD20.

What is the function of Amount for day per category?

I'm using D365 for Finance and Operations.

Your inputs are highly appreciated.

Thanks.

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi Marypeace,

Did you only enter the expense reports or also submitted them for approval?

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Michal Krejza on at

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Hello Mary Peace,

The expense policy is always checking the policy per line. When you define the Meals expense policy - system informs you the amount is taken from expense line:

In the current design there's no chance to summarize expense category from whole expense report and validate through policy.

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marypeace 524 on at

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I submitted it for approval since there is no warning message.

Thanks.

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marypeace 524 on at

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Hi Michal,

Thanks for your reply.

So what is the difference between Transaction amount and Amount for day per category in Expense policy?

I thought the amount for day per category will sum up the amount for the day for the same category with the same transaction date.

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Michal Krejza on at

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Hi Mary,

The field "Amount for day per category" summarizes all values per category on one expense report per one day.

But system is not summarizing across other expense reports.

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marypeace 524 on at

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Hi Michal,

So the system check the amount for day per category in 1 expense report only.

I thought the system will check it based on several expense report with same date and same category.

Understand it now.

Thank you very much for attending to my queries.

Appreciate it.

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