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.

Receipt Handling page.

Activate an Existing Receipt Handling Rule

How to activate an existing receipt handling rule:

Steps

  1. Navigate to Expense Administration > Receipt Handling. On the Receipt Limits tab, select the rule you want to activate and then select Modify.

    Receipt Handling page.

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

    General tab of Receipt Limits setup.

  3. Edit the conditions as needed and select Done.

    Conditions tab of Receipt Limits setup.

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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