CPM: Amount Limits per Participant or per Day (Compliance)

In Acubiz, it is possible to manage the company's expense policy directly on individual expense accounts by defining maximum limits per participant or per day.

The system does not block the employee's registration if a limit is exceeded, but it activates a requirement for a written explanation. Both the violation and the employee's explanation are clearly displayed to the approver in the subsequent workflow.

Example: Maximum Limit per Participant

Certain expense accounts – for example, "Gifts to Customers" or "Representation" – can be configured to require the number of participants to be specified when settling expenses.

In this example, a maximum limit of 500 DKK per participant has been set:

• Rule Violation (Explanation Required):
  An employee settles a purchase of 1,250 DKK and specifies 2 participants. This results in an average of 625 DKK per participant. Since the limit of 500 DKK is exceeded, the employee is forced to provide a reason before the settlement can be submitted.
• Within Your Policy (No Explanation):
  An employee settles a purchase of 1,250 DKK and specifies 3 participants. This results in 417 DKK per participant. Since the amount stays below the maximum limit, the settlement proceeds through the normal flow without a requirement for comments.

Example of This in Acubiz