Can an expense violation rule be bypassed by autopay, recurring transactions?

aandrade

There some vendors our company uses regularly for subscriptions, is there a way to exclude them from the receipt copy requirement automatically?

Michael Haxhiu

Hmm you could try the solution I shared below - but it's worth clarifying it's not a perfect fit for your request:

1. Set the Receipt Required amount to $0.00 under Settings > Policies > Policy Name > Expenses

2. Make "Receipts Required" for certain Categories (i.e. you'd create a category that applies to the Vendor) under Settings > Policies > Policy Name > Categories.

aandrade

Thank you, Michael. I understand the proposal and am not against it. Will have to weight the benefits of using that solution. Thanks again!