Filter-Based Controls & Communications Rule Engine

Watch a brief video highlighting the Filter-Based Controls & Communications Rule Engine

Mobile Expense Management Software Filter Based Controls

Define flexible rules that meet the needs of your organization

Communicate effectively while enhancing controls by providing custom automatic feedback with messages to highlight certain conditions when saving, submitting or approving expenses.

You’ve worked hard to establish company policies and guidelines for employee expense spending, so it’s important to enforce those policies. Paramount WorkPlace’s Filter-Based Controls and Communications Rule Engine makes this enforcement automatic, streamlining expense reporting and enhancing your corporate controls.

It starts by defining business rules surrounding Expense Types, such as maximum dollar amount allowed for a meal. Then, when an employee moves to save or submit an expense report with an expense line in violation of a defined rule, the employee will receive a warning — or be prevented — from continuing the action until the offending entry is corrected.

Features and Benefits:

  • Powerful error rules to eliminate the ability to process expenses under specified conditions – sending a customized message to explain why an error occurred
  • Option to require confirmation when submitting expense sheets
  • Unlimited business model-specific filter-based rules to validate a user’s, group’s, and role’s transactions against your defined conditions
  • Define active and expiration dates for rules