How can I edit the preconfigured expense audit rules?

You can edit the preconfigured expense audit rules if there are no expenses submitted in that date range.

Do these steps to edit the preconfigured expense audit rules that are configured in the Manage Expense Report Audit Rules task:

1. In the Setup and Maintenance work area, select the Manage Expense Report Audit Rules task:

   • Offering: Financials

   • Functional Area: Expenses

   • Task: Manage Expense Report Audit Rules

2. On the Manage Expense Report Audit Rules page, select the date range from the Effective Date Range list for which you want to edit rules, and click Edit Rules.

3. On the Edit Expense Report Audit Rules page, click Edit Rules.

4. Modify the rules as needed.

5. Click Save and Close.

You can't edit the existing rules if expenses are already submitted. In that case, you need to create new rules. Do these steps to create new rules:

1. In the Setup and Maintenance work area, select the Manage Expense Report Audit Rules task:

   • Offering: Financials

   • Functional Area: Expenses

   • Task: Manage Expense Report Audit Rules

2. On the Manage Expense Report Audit Rules page, click Create Rule.

3. Specify the Effective Start Date and Effective End Date.

   Note: You can't create audit rules with dates overlapping the dates of existing rules.

4. Modify the default values as needed.

5. Click Save and Close.