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Categories Admin
Created by Dominique Saxelby
Created on May 30, 2024

Expenses - Option to select 'Receipt Mandatory' in HR Admin

In Expenses, currently in the HR Admin settings we can select whether Category, Tax, Tag, Client or Merchant are mandatory fields when employees are entering their expenses.

It would be very helpful to add here 'Is Receipt Mandatory' so that if selected employees have to upload an image to be able to submit their expense report, and be prompted to upload an image if they have forgotten.

Describe the Challenge To avoid Finance rejecting expense claims due to no receipt and the whole report having to be re-entered by the employee, as the employee and line manager have missed/forgotten to check they have all receipts
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  • Lorenna Williams
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    Apr 23, 2025

    Can People HR please consider making receipts mandatory on expense claims? or at least allow admin to enable that option?

    For audit trail, 99% if not 100% of claims must be supported by evidence.

    An option under setting would be great so we can set proof of purchase as mandatory for our claims. Even mileage claims should be supported with a screenshot of the itinerary including description of overall mileage from start to end of journeys.