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 invoice and purchase request, ensuring that the system enforces your organization’s unique requirements as purchases are processed.

Configure a Custom Audit Rule

To configure a custom audit rule:

Steps

  1. Navigate to Invoice Admin > Audit Rules.

    SAP Concur Invoice Processing Admin screen showing the Audit Rules section highlighted in the left menu and a list of audit rules displayed on the right.

  2. On the Custom tab, select New.

    Audit Rules screen displaying a list of rules. The New button is highlighted on the left above the rule list.

  3. Complete the appropriate fields (displayed in the following table), and then select Next.

    Audit Rules setup screen with required fields for creating a new rule on the left, and a field description table on the right explaining each field. The Name field is indicated as required.

  4. Complete the appropriate Condition fields for all conditions using the following steps, and then select Next:

    • Select Insert to add a new condition at the bottom.
    • To insert the new condition between existing conditions, select the condition that will be below the new condition, and then select Insert. After all the conditions are added, select Next to add exceptions.
    Audit Rules screen showing condition setup for invoice date, with the Next button highlighted in the bottom right corner.

  5. From the Exception Visibility list, identify the users who will be able to see the exception message by selecting one of the following; Invoice Owner, Approver, and Invoice Processor; Approver and Invoice Processor; Invoice Processor

    Audit Rules screen on the Exception tab, with Exception Visibility dropdown highlighted and a list of exception codes and messages displayed below.

  6. For the exception, you can complete either of the following steps, and then select Save:

    • Select an existing exception.
    • Select New to create a new exception and then complete all the appropriate Exception fields.
    Audit Rules Exception setup screen with the New button highlighted and an arrow pointing to a pop-up window for creating a new exception, where fields like Exception Code, Exception Level, and Message are being entered.

Learning

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