Activation of exceptions and management of exception requests

Updated 2 months ago by Rim Ferchichi

On Expensya, there are 4 types of spending policies : 

The exception request is an option available only with the expenditure rule type: reimbursement by ceiling.  

The exception request can be accepted or rejected by the validator or the account administrator. 

The enabling of exceptions by the administrator : 

1. In the "Admin" tab, choose the "Spending Policies" sub-category  
2. Go to the "Spending Rules" page  
3. Click on "Add a new spending rule". 

1. Set up your spending policy by following the steps mentioned in the following article: How to configure expense rules
2. In the 3rd step, check the "Allow exceptions on all categories except mileage" option  
3. Finally, click on the "Add rule" button 

Adding a secondary validator to manage exception requests   

Exception requests can be managed by the account administrator and/or the N+1 validator or by an additional validator:   

 To add a secondary validator, simply follow these steps  

1. In the "Admin" tab, choose the "Users" submenu  
2. Click on the user to whom you will assign the secondary validator  
3. Go to the "Validation/Approval" tab  
4. In the section "Additional validation levels", put the name of the validator in the first field  
5. Click on "None" and choose "Exception request"  
6. Save your changes via the "Update" button 

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