Configure Excluded Expense Types from Accounting Export
Some expense types (e.g., internal recognition awards, non-cash benefits) should never flow into the accounting system even if they pass the approval workflow. The excluded-features-config-panel allows coordinators to flag specific expense types or activity categories as excluded from exports. The approved-claims-query respects these exclusions at query time. This prevents accidental submission of non-reimbursable items and keeps the accounting system clean.
User Story
Acceptance Criteria
- Given a coordinator opens the exclusions configuration panel, when the page loads, then all expense types and activity categories are listed with toggle switches
- Given a coordinator marks an expense type as excluded, when they save and later run an export, then claims of that type are not included in the export count or file regardless of their approval status
- Given an excluded expense type has pending claims, when the coordinator views the export preview, then a summary shows how many records are being excluded and why
- Given an exclusion rule is removed, when the next export runs for a period that includes claims of that type, then those claims are now included in the export
- Given the coordinator has no exclusions configured, when an export runs, then all approved claims are included by default
Business Value
Submitting non-reimbursable items to accounting systems causes reconciliation discrepancies that take significant finance team time to resolve. Giving coordinators declarative control over what is exported reduces errors at the source, prevents compliance issues with grant funding rules, and builds confidence that the export function produces clean, audit-ready data every time.