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Set limit on expense code

Set limit against an expense code to stop employees claiming above an amount.

Written by Harry Ledger

To prevent employees from making claims over a certain threshold when claiming expenses in portal, you need to follow the below steps in back office to set up a limit against an expense code.

  1. Click Core Expense, then click Reference.

  2. Click Reference D-L, then click Expense Code.

  3. In the Maximum Amount field, enter the maximum amount.

  4. To save, click the save Save icon.

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