Configuring a Custom Audit Rule

Objective

After completing this lesson, you will be able to configure a new audit rule.

Custom Audit Rules Overview

Custom audit rules allow organizations to tailor compliance checks to specific groups or users, whether in production or test environments. By defining custom conditions, you can apply targeted policies that evaluate the real-time details of each submitted expense report, ensuring that the system enforces your organization’s unique requirements as expenses are processed.

Configure a New Audit Rule

To configure a new audit rule:

Steps

  1. On the Custom tab of the Audit Rules page, select New.

    The image displays the Audit Rules list page with tabs for Custom, Random, and Validation. Filters and a search box sit above action buttons. The New button is highlighted. A table lists rules with columns for Name, Event, Exception Code, Editable By, Applies To, and Active.

  2. Complete the required fields and then select Next.

    The image displays the Add Audit Rule screen. Fields include Name, Event set to Allocation Save, Editable By set to Global, Applies To, and Active set to No. A help panel on the right explains each field. The Next button is highlighted.

  3. Complete the appropriate Condition fields for all conditions, and then select Next.

    The image displays the Conditions step for the new audit rule. A first condition sets Employee > Org Unit 3 - Cost Center equal to Human Resources. A second condition checks Entry > Has Comments equal to No. Insert and Remove buttons appear at the top. The Next button is highlighted.

  4. From the Exception Visibility list, identify the users who'll be able to see the exception message: Traveler, Approver, and Expense Processor; Approver and Expense Processor; or Expense Processor.

    The image displays the Audit Rules page on the Exception step. Exception Visibility is set to Traveler, Approver and Expense Processor. Fields for Exception Code, Exception Level, and Exception Text appear above a table with columns Code, Level, Editable By, Product Code, and Message. New, Modify, and Remove buttons sit above the table. Cancel, Previous, and Done buttons appear at the bottom.

  5. For the exception, select an existing exception, or select New to create a new exception.

    The image displays the Audit Rules page with a New Exception dialog open. The dialog shows Exception Code HRCOMM, Exception Level 99, and the message “HR expenses require a comment.” The New button is highlighted in the background. Save and Cancel buttons appear on the dialog.

Summary

  • Create a new audit rule in Expense Admin.
  • Define specific conditions triggering the rule.
  • Specify exception visibility to choose who sees the exception message (Traveler, Approver, Processor).
  • Select or create an exception message.

Learning

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