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 report validations?
Report validation is the process of checking and confirming that a report meets the conditions set by an Administrator.
With validations in Rindegastos, Administrators can ensure that when reports 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 report validations?
Creating and configuring report validations from scratch in Rindegastos is easy. Just follow these steps:
From the "Administrator" menu, select “Validations.”
Click “+ Create Validation.”
Choose “From Scratch” and click “Continue.”
In the “Main Data” section, select “Apply Validation to Reports.”
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 fill out fields such as:
Data to Validate: Select a Report 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 will 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 so only Approvers can see the validation without needing to comply.
Restrictive for Report Closure: Enables this option so Approvers cannot close the Report if the validation is not met.
Click “Save Validation” and then “Finalize Validation” to confirm.
Once saved, the validation will immediately apply to the expenses and reports under the selected policies.
That’s it! You’ve easily created and configured validations as an Administrator.
✏️Note: When creating a validation from a template, you only need to complete some of the fields mentioned above to set up the validation conditions.
How to delete a report validation?
To delete a Report validation, follow these steps:
In the "Administrator" menu, select “Validations.”
Click on the “Report Validations” tab.
Locate 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!