Business Rules

 

•      Only one expense type with the same Meta Category can be set as the default meta category.

•      If Group Travel is checked, daily and occurrence limits defined in the Expense Type Object Code will be determined by multiplying the number of travelers in the group by the limit.

•      If Expense Detail Required is checked, at least one Detail line must be added, and:

•      If Meta Category = Airfare, the Detail Line will require that Airfare Source and Class of Service be completed.

•      If Meta Category = Car Rental, the Detail Line will require that Class of Service be completed

•      If Prepaid Expense Indicator is checked, the expense will not be reimbursable.

•      If Hosted Meal Indicator is checked, per diem and meals cannot be claimed for the same meal and day as the hosted meal is claimed.

•      If Expense Type Meta category = Breakfast, Lunch, Dinner, Incidentals, Lodging or Lodging Allowance:

•      The corresponding per diem expense cannot be claimed if one of these is claimed in the Expenses or Actual Expenses tab.

•      The same expense type (i.e. Breakfast and Hosted Breakfast) cannot be claimed for the same day in the Expenses or Actual Expenses tab.

•      When an Expense Type Code with Mileage Meta category is selected, the Expense Amount is grayed out and Miles have to be entered in the Detail Lines and the Expense Amount is calculated as Miles times Mileage rate.

More:

Expense Type Object Code