Policy & Requirement Policy Warnings

Every expense report has a policy and requirement indicator that show all of the report's policy violations, warnings, and missing data pieces. Each type of warning or violation will appear as well as a count of how many items on the report trigger each warning.

When viewing an expense report, each individual expense item has a policy indicator as well showing any policy violations, warnings, and missing data pieces for that expense.

For both expense reports and individual items, policy indicators can be one of three states:

Green - Good to go. No policy violations or warnings.
Yellow - This report or item has warnings or non-required spending policy violations and should be reviewed before submission.
Red - This report or item has a piece of data that is missing or a spending policy that has been exceeded that is required to be corrected before the report can be submitted.

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