If the Company Policy Manager (CPM) is set up to ensure that nothing is checked in Finance, select accounts can be checked if they are to be checked or not. This can be done in two ways:
For checking on selected accounts if ..
- Consumed amount exceeds fixed limit
- Consumption has been made in one or more specific countries
Consumed amount exceeds fixed limit:
In the below setup, transactions will be taken for control in Finance if ...
- The amount is over 2,000, - DKK (system currency)
- Consumption country is DK, regardless of amount.
This means that all transactions made in DK will be controlled in finance for e.g. split, and all other consuming countries will only be checked if the amount exceeds 2,000,- DKK (system currency)
The setup can be made in different combinations:
All transactions over 0 DKK (system currency) must be checked - regardless of the country of consumption
All transactions in DK (Denmark) and SE (Sweden) must be checked - regardless of amount.
There may be different setups of these policies in different accounts.