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Where to Find Expense Settings
To navigate to the Expense Settings, click on the Settings link in the top right corner of the web environment.
In the Setup section of the Settings Links & Tools box on the left, click the Expense Settings link.
Enabling Marketer Budgets
Inactive by default, changing the drop-down menu in the Edit Marketer Budget section to Active will then change the section to allow the administrator to define the marketers' budget (below).
You can set the budget to either Monthly or Annually. You can also set the amount of the budget for that time period. As an example, a $1200 annual budget could either be set as a lump sum for the year, or set as $100 per month.
Once the appropriate budget details have been entered, clicking Save Budget will apply that budget to all marketers.
Only one budget amount can be set, and it is universal for all users that submit expenses.
Edit Expense Approval
This simple setting is merely a change in a drop-down menu, either enabling or disabling expense approvals. Selecting Enabled and clicking Save Approval Settings will allow expense approval in Marketscape CRM.
2017 Stark II Annual Limits
The last section of the Expense Settings page allows account administrators to do two things:
- Set alert thresholds for annual compliance notifications per Contact Type.
- Add additional Contact Types to either Stark II Annual Limits.
Any of the Contact Types listed in the Not Applicable column can be dragged to either the $50 Annual Limit or $429 Annual Limit columns, which will also add the appropriate alerting threshold for that column. Once any thresholds are modified, or any Contact Types are added to a column, clicking the Save i-Compli Settings button below the table will apply the new thresholds.
Important - Adding contact types that don't require Stark II compliance tracking can impact the tracking for contacts that should be tracked. As an example, if a Physician and a Case Manager are associated to an expense, and both contact types are set to track Stark II compliance, the amount of the expense will be divided equally between both contacts. However, if only the Physician should be tracked, the amount allocated will be misrepresented, since half of the expense was attached to the Case Manager. This misallocation can cause issues in the circumstances of an audit. For tracking and compliance accuracy, it's important to only add contact types that are required for Stark II compliance.
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