Detailed View of Audit Results in Expense Audit

The Expenses application provides a detailed view of the audit rules applied to each expense report and its status.

Auditors can review these audit results while auditing an expense report. Auditors can also check the details of the expense item that fails because of duplicate expense items, duplicate attendees, and keyword violations.

To access the detailed view, navigate to the Manage Expense Reports page, and drill down on an expense report. On the Audit Expense Report page, open the Expense Report Summary drawer, and click the Audit Rules Checked link.

The Level column on the Audit Rules Checked page displays if the audit rules checked apply to an expense report level, expense item level, or both report and item levels. The Details column has hyperlinks for details of duplicate expenses, duplicate attendees, and keyword violations. Click on the View details link in the Details section to review the audit information.

Note: All the audit rules except the one for duplicate expenses are evaluated only during the first submission. Auditors can identify potential duplicates even in resubmitted expense reports. When an employee submits an expense report, Expenses identifies duplicate expenses both in the existing report and in expense reports previously submitted by the employee. The Expense Item Audit Reason Details page displays any duplicate expenses during the expense report audit.

The Audit Reasons Details column in the Audit Reasons section displays the list of audit reasons for selecting a specific expense item for the audit. The auditor can review the audit reasons and audit rules violated by individual expense type lines.

Note: When an audit reason applies to both parent and child expenses, the application stores it against both parent and child. The Audit Reasons Details column displays the audit reason for both parent and child in the Expense Items table. However, in the Audit Rules Checked window, it is counted as a single expense.

You can filter the expense items with specific audit reasons using the Audit Reasons filter in the Expense Items section on the Audit Expense Report page.