Here’s what restrictive expenses are and how you can correct it to submit it to the review workflow on the Rindegastos web platform.
Topics you will find in this article:
What are restrictive expenses ?
A restrictive expense is one that does not meet the minimum requirements set by your company. If this information is not corrected, you will not be able to submit the expense in a report to the review workflow.
How to identify a restrictive expense?
If you are creating a report and one expense has an issue, it will be marked with a red X and a yellow exclamation mark next to its name, and you won’t be able to select it for inclusion it in the report.
If you are in the Expenses section and have an expense in draft status with a yellow exclamation mark, by clicking on it will show two types of alerts:
If the alert is yellow, you can submit the expense in a report
If the alert is red, it means it is a restrictive expense that does not meet the company’s minimum requirements, and you will need to edit it.
How to correct a restrictive expense to submit it to the review workflow ?
To correct expenses with restrictive errors, just follow these steps:
Select the “Expense” option from the “Submitter” menu.
Locate the expense that is in Draft status with an exclamation mark and click on it.
At the top, you will find the type of alert for the expense (if its red, it is a restrictive expense.)
Restrictive fields will be shown in red, and in the exclamation mark you can find additional information regarding the field configured by your company.
Complete the information as needed.
Finally, Save the expenses.
That’s it! You’ve easily completed the minimum fields required by your company to create expenses.
✏️Reminder: If you are already creating the report and have a restrictive expense, click on it to edit it.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!