There are certain policies in place for every organization that varies based on the requirements. These policies are set to ensure the expenses comply with a certain structure and ensure proper documentation of details required for expenses.
Critical and soft policies of an organization restrict/flag employees from creating and reporting certain expenses that violate the condition/s of those policies.
Whenever you create an expense in Fyle which violates a certain policy of the organization one of two things can happen based on your organization's policy configuration:
Your expense is highlighted with a policy violation symbol and message, OR
Your expense moved to the Blocked Expenses tab.
Soft Policy Violations
Expenses that have violated a soft policy of your organization will have a policy violation symbol while viewing the expense in a list.
If you click on the expense, there will be a Policy Violation message stating the policy that has been breached.
Soft policy violation expenses can be added to an expense report and submitted for approval. However, your approver/admin will be able to see that a policy violation has been triggered and you may be required to explain the same.
Critical Policy Violations (Blocked Expenses)
Expenses under the Blocked Expenses tab have violated a critical policy set by your organization. These expenses cannot be submitted for approval unless changes are made to the expense that complies with the policy requirements.
The description of the policy violated will be visible on the expense. You can click on the expenses individually to edit the details on the expense and save them. Once the changes are saved the policy will rerun on the expense and the violation will be removed if the conditions are met.
You can view all the policies that are set by your organization under the Policies section.
For any additional clarifications/questions on the policies, contact your Fyle admins.
You can find details of the Fyle admins for your organization by clicking on the support icon in the top-right corner of your screen. And select Contact Admins.
A pop-up box will appear with the names and email IDs of your Fyle admins.
This covers the policy violations on expenses.
To learn more about the different states of expenses, click here.