You can now configure a policy in Sage Expense Management to block unmatched corporate card expenses from being submitted to reports.
When enabled, any corporate card expense that has not yet matched with a card feed transaction will be placed in a Blocked status. These expenses cannot be submitted until they are matched.
How to set up the policy
Go to Admin Settings → Workflows → Policies.
Click Add Policy.
Under Categories, select None.
Under Employee Property, select None.
Delete any existing Limit Type.
Click Add Condition.
Set Condition to Payment Mode.
Choose Corporate Card as the payment mode.
Select Yes for Trigger policy violation only if expense does not match with a corporate card transaction option.
In Policy Triggers, set Block Expense Submission to Yes.
Enter description.
Save the policy.
How it works
When all mandatory expense fields are filled and the expense does not have a matching corporate card transaction, the expense status will move to Blocked.
Once a matching transaction is found, the expense will automatically move to Complete status.
Blocked expenses can be viewed by spenders under the Unreported tab in My Expenses and filtered by status. Admins can view them on the Business Expenses page filtered by status.
Note: Policies only run on expenses that are either in Complete or Blocked state and must not have been Approved.