In the expense rules you can create a rule on the amount per day/week/month/year. It is possible to configure a rule warning to notify the user of the maximum amount they can spend and they already spent and/or when a user is exceeding the maximum amount per day/week/month/year .
Rule warning: maximum amount user can spend and amount already spent
To configure the rule warning you see in the image above as an admin:
1. Navigate to Admin settings > Expense rules > Add expense rule
2. Set up the expense rule as illustrated:
Choose who will be affected by this rule
Set condition: Amount is more than 0 per day/week/month/year, whichever applies
Set condition: Choose applicable category
Choose 'rule warning' as action and write a warning message. Include {{totalAmount}} in the warning message and the total amount already spent will show for the user.
Rule warning: user exceeded maximum amount
To configure the rule warning you see in the image above as an admin:
1. Navigate to Admin settings > Expense rules > Add expense rule
2. Set up the expense rule as illustrated:
Choose who will be affected by this rule
Set condition: Amount is more than (the maximum amount) per day/week/month/year, whichever applies
Set condition: Choose applicable category
Choose 'rule warning' as action and write a warning message.
Combination of the two rule warnings
You can also choose to set up both rule warnings explained in this article. As an admin, you then just create two separate rule warnings, as explained above.