Here’s what expense validations are and how you can configure them on Rindegastos’ web platform.
Topics you’ll find in this article:
What are expense validations?
Expense validation is the process of checking and confirming that an expense meets the conditions set by an Administrator.
With validations in Rindegastos, Administrators can ensure that when expenses are created, they include all necessary information, comply with company deadlines, stay within total expense limits, and that all required documents are attached. This way, Approvers have an automatic tool that helps detect errors and makes the Expenses and Reports review easier.
How to configure expense validations from scratch?
Creating and configuring expense validations from scratch in Rindegastos is straightforward. Just follow these steps:
In the "Administrator" menu, select “Validations.”
Click “+ Create Validation.”
Choose “From Scratch” and click “Continue.”
In the “Main Data” section, select “Apply Validation to Expenses.”
Choose the policy to which you want to apply the validation. You can select one, multiple, or all the expense policies you have created.
In the “Conditions” section, configure the rules for the validation. You will need to complete fields such as:
Data to Validate: Select an expense field and an operator for data validation.
Apply Validation if Condition is Met: Enable or disable this option to set a condition that triggers the validation.
Message: Write an alert message that will be shown to Submitters when they create an expense or report.
In the “Other Options” section, find additional criteria for running the validation, such as:
Preview Validation: Shows how the validation would appear when applied.
Apply Only if Field Exists: Enables the option to apply the validation only if the field exists in the expense or report.
Restrictive Validation: Enables the option to prevent the Submitter from submitting the expense or report if it doesn’t meet the validation criteria.
If the validation is not restrictive, you can enable two additional options:
Hide from Submitters: Enables this option to make the validation visible only to Approvers, who can see it without needing to comply.
Restrictive for Report Closure: Enables this option so Approvers cannot close the Report if the validation is not met.
Finally, click “Save Validation” and then “Finalize Validation” to confirm. The validation will be immediately applied to the expenses and reports of the selected policies.
And that's it! You’ve now created and configured expense validations from scratch.
✏️Note: When creating a validation from a template, you will only need to complete some of the fields mentioned above to set up the validation conditions.
How to delete an expense validation?
To delete an expense validation, follow these steps:
In the "Administrator" menu, select “Validations.”
Click on the “Expense Validations” tab.
Find the validation you want to delete; you can use the search function for quicker results.
In the top right corner of the validation, select the “Delete” option by clicking the 🗑️ icon.
To confirm, click “Delete.” And you're done!
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!