The moment an employee hits the [Submit] button on a receipt, if any required information is missing, a toast notification appears and submission is completely blocked — a strict approach.
This is perfect for when there's information that must never be omitted due to tax documentation or company policy, such as entertainment expense attendee lists. Since employees can only submit after filling in all required information, the hassle of admins having to double-check everything disappears entirely.
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How does it work? (Process Flow)
Step 1. Admin: Set up automation rules
In the 'Automation Management' menu, configure your company's expense policies. Select [Add 'required fields' to receipt] as the action type, and specify the fields that must be filled in (e.g., attendees, attachments, memos, etc.).
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Step 2. System: Check rules upon receipt submission
The moment an employee finishes writing a receipt and clicks [Submit], the system checks the automation rules and verifies that no required information is missing.
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Step 3. Employee: Submission blocked — fill in required information
If the submission is caught by the rule due to missing required information, a notification saying "Required fields have been added per policy" appears on screen and submission is completely blocked.
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There are no other options at this point. The receipt remains on the current screen, and the employee must properly fill in the required information and click [Submit] again.
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Step 4. Admin: Receive only complete receipts
Once the employee meets all requirements and completes the submission, the receipt is forwarded to the admin. Since only perfectly completed documentation is received, the communication cost of rejecting and re-requesting is dramatically reduced.
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