Activating Receipt Handling Rules

Objective

After completing this lesson, you will be able to configure and describe receipt handling rules.

Receipt Handling Rules Overview

For policy compliance, regulatory compliance, or audit purposes, your organization may require an invoice or receipt for certain expense types or amounts before reimbursing users. You use the Receipt Handling tool to set these limits and conditions, which determine:

  • Which receipts users must submit
  • When users must submit those receipts
  • How the system processes receipts after receiving them

By default, the system doesn’t require receipts; you must specifically mark them as required. In many countries, you can only reclaim tax with a valid tax receipt.

The image displays a Receipt Handling screen with a form for setting receipt limits. The form includes fields for receipt limit name, receipt type, editable by, applies to, and active status. Tabs for payment hold configurations, scan configurations, receipt imaging, and approved senders appear at the top. Cancel and Next buttons are shown at the bottom right of the form..

Activate an Existing Receipt Handling Rule

How to activate an existing receipt handling rule:

Steps

  1. From the Receipt Handling page, select the Receipt Limits tab, then select the rule you want to activate and then select Modify.

    The image displays a Receipt Handling settings screen. The Receipt Limits tab is active and highlighted. A toolbar shows New, Modify, Copy, Activate, Deactivate, and Remove; the Modify button is highlighted. A table lists receipt limit rules with columns Name, Editable By, Applies To, Receipt Type, and Active. One rule is selected, showing Receipt Type “Original Paper” and Active “No.”.

  2. Edit the fields as needed, set the rule as Active, and then select Next.

    The image displays a Receipt Handling screen with the Receipt Limits tab open. The General step is active. A highlighted form shows fields: Receipt Limit Name “Sample,” Receipt Type “Original Paper,” Editable By “*Global,” Applies To “*Global,” and Active “Yes,” each as a drop-down. The Next button in the bottom right is highlighted. Other tabs include Payment Hold Configurations, Scan Configurations, Receipt Imaging, and Approved Senders.

  3. Edit the conditions as needed and select Done.

    The image displays a Receipt Handling configuration screen in a web application. The Conditions step is open. A highlighted panel shows a rule with columns for Data Object/Operator, Field/Value, and Operation. The rule selects Entry, sets Field to Amount, applies Greater Than or Equal, and sets Value to 25.00 USD. Another highlighted area marks the Done button at the bottom right. Tabs across the top include Receipt Limits, Payment Hold Configurations, Scan Configurations, Receipt Imaging, and Approved Senders.

Summary

  • Receipt Handling rules define receipt requirements for expense reimbursement.
  • Specify which expenses need receipts, when they're due, and how they're processed.
  • Receipt requirements are not enabled by default; you must activate them.
  • Tax reclaim often mandates receipts in many countries.
  • Activate existing rules by setting them to "Active" and saving changes.

Learning

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