The moment a team member presses the [Submit] button on a receipt, a 'policy violation alert' appears immediately, letting them know their expense doesn't comply with regulations. If there is a valid reason despite the violation, they can review the popup and still submit—giving them a flexible 'choice.'
These flagged items are displayed separately in the admin's 'Review' column, so finance managers can filter and quickly review only the flagged anomalies, saving time!
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How does it work?
Step 1. Admin: Set up automation rules
In the 'Automation Management' menu, set up your company's expense policy (conditions). Select [Display 'Review Required' on receipt] as the action type.
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Step 2. System: Evaluate rules upon receipt submission
The moment a team member finishes writing a receipt and presses [Submit], the system quickly checks whether it matches the automation rules set up earlier.
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Step 3. Team member: Review violation alert and choose to submit
If the receipt being submitted matches a rule (violation), a warning modal (popup) saying "Submit with the violation?" appears on the screen.
If you press [Cancel]: The popup closes and the receipt is not submitted. You stay on the same screen and can correct the content.
If you press [Yes, submit]: The receipt is submitted normally, as you've determined there is an exceptional reason.
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Step 4. Admin: Gather and review violation records
The submitted receipt is passed to the admin. Admins can easily identify 'which policy was violated' through a red mark on the receipt list and detail screens.
In particular, clicking the [Review Required] tab on the list screen to filter allows you to view only the flagged items, making the review process much easier.
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