Here’s what unmet validations mean when reviewing and approving expenses on the Rindegastos web platform.
Topics you will find in this article:
What is a validation?
A validation is a rule set by your company’s expense policy. It ensures that each expense created includes the minimum required information and meets certain conditions.
Validations help by automatically suggesting that the person creating the expense review it before it’s sent for approval, preventing errors during the review process. They also prompt the person approving the expense to review it and decide whether to approve or reject it.
Types of validation
Restrictive: A restrictive validation won’t allow a Submitter to submit the expense to the review workflow until he corrects the information predefined by the company. As a result, expenses with restrictive errors—mandatory information needed to submit an expense in a report—won’t reach the Approvers.
Non-Restrictive: A non-restrictive validation is used as an alert for the expense to be reviewed. However, expenses with non-restrictive validations can still be submitted in a report for the review flow and it’s up to the Approver to decide if whether to approve or reject the expense, depending on their judgement regarding the non-restrictive validation that wasn’t met.
How to identify unmet validations?
Identifying unmet validations is very simple, just follow these steps:
From the "Approver" menu, select the "Reports" option.
Go to the "Pending Review" section to see all the reports available for review.
Select the report you wish to review by clicking on its name.
In the “Expense Details” under the “Status” column, if an expense has an unmet non-restrictive validation, you’ll see a yellow exclamation mark.
When you open the Expense, a yellow alert will appear at the top. By clicking “View Validations”, you’ll see exactly which validation was not met.
That’s it! Now you can evaluate whether to return, reject or approve the expense based on your judgement as an Approver.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!