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    Avesh Ganodwala
    Restrict User not to raise Expense report for Previous...
    Topic posted May 17, 2019 by Avesh GanodwalaSilver Medal: 2,000+ Points, last edited May 17, 2019, tagged Configuration, Expenses, Financials, General Ledger, Payables, Period Close / Reconciliation, Receivables, Reports, Security, Setup / Administration, Subledger Accounting, Tip, Update 
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    Restrict User not to raise Expense report for Previous Financial Year

    Hi All,


    We are facing the issue the some user are raising the expense report with expense date which falls in the previous finacnial year and we have already closed the accounting period for the previous year. 

    Is there a way that we can restrict the user that they can not enter the expense date before 1st Apr 2019.


    Avesh Ganodwala




    • Jon Kelly


      The accounting date is driven by configuration within AP. In our system, the expense report date drives the invoice date, but the accounting date is always in the current accounting period. Are you wanting to update how the accounting date is derived when it is processed to Payables, or restrict users from even submitting expenses that are older than a specific time frame? Take a look at Doc ID 2323066.1 which has suggestions on how to restrict items to previous 30 days in workflow. Thanks!