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Deep Dive: Set up hard-stop violations to prevent employees from submitting expenses with violations

Mark LouisMark Louis Expensify Team Posts: 108 Expensify Team
edited July 31 in Deep Dive Docs
Let's take a look at how to set up your policy so that your employees cannot submit expense reports that contain violations.

To recap, violations (indicated by a red exclamation point to the left of an expense or highlighted in red in the expense editor) go against rules set up on a company policy (available on Control policies only).

Policy violations will always show as "soft warns". Soft warn policy violations mean that when a report is submitted, there will be a dialogue that lets them know each of the violations, but employees will still be able to submit a report. 

Here is an example of that dialogue:

However, you have the ability to make policy violations a hard stop, meaning that if the employee has any policy violations, they will need to correct them before submitting a report. They will not be able to manually submit with these violations, and Scheduled Submit will not automatically submit these expenses either.

It is important to note that the hard stop option for policy violations is all-or-nothing. You can’t pick and choose which violations are hard stops and which are soft warns. 

In order to enable hard stop policy violations, you’ll need to do the following:
  1. Ensure that you have Domain Control enabled.

  2. Go to Settings > Domains > [Domain Name] > Groups > Edit.

  3. Toggle “Strictly enforce expense policy rules” to Enabled.

Be sure to Save and you're done!

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