Do you have expenses with a maximum amount that applies over a long period, regardless of year or month? An example could be reimbursement for home office equipment, where an employee is entitled to a total amount throughout their employment. To simplify the management of these special cases, we are now introducing a new type of amount limit in the registration rules: Ongoing.
How does the new rule work?
Previously, amount limits for expenses and representation could be set per Year, Month, Travel expense claim, or Expenses. We are now adding the Ongoing option.
When you select Ongoing, you create a rule that applies for an unlimited time span. This means the system tracks the total amount for a specific expense type throughout the entire employment period, without resetting on a specific date. If an employee registers an expense that exceeds the total limit, the system will issue a warning and handle it according to your existing approval workflows for discrepancies.
You can find the new setting here:
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Go to Settings > Travel > Registration rules.
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Create a new rule (or edit an existing one) for Expenses and Entertainment with the rule type Amount.
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Under The rule applies per, select the new Ongoing option. (Note that this option is only available for codes "According to selection").
The rule will apply to all new expenses registered after it has been activated. You can also change existing rules to the new type if it better suits your processes.
This update makes it easier for you to ensure compliance and reduce manual administration for expenses with long-term or total amount limits.
