Configuring Audit Checks

Objective

After completing this lesson, you will be able to configure and describe audit checks.

Adding and Deleting Checks

Verify evaluates expense reports using Audit Checks.

  • If the report has at least one exception, it routes to the Reports Pending Audit Review page.
  • If the report has no exceptions, it moves automatically to the next step in the expense workflow.

Note

Exceptions halt the expense report workflow, and auditors must review them and either pass or fail.

Additional information: a detailed list of Audit Checks can be found in the Concur Expense Professional Edition Tools Guides for Verify under Library of Audit Checks

The image displays the Reports Pending Audit Review screen. It includes filters for submission date range and audit profile. A section labeled Checks shows two items: Additional Air Charges and Incorrect Date, both with no amount trigger set. Options to add or delete checks are also available.

Adding Checks to an Audit Profile

Navigate to Verify Audit Profiles page, and select the Profile Name where you want to add Checks.

The image displays a dashboard for verifying audit profiles, showing two profiles named Default Profile and GreenPath. Both profiles are listed with options to select them. Action buttons for Add and Manage Groups appear at the top right. The table includes columns for Profile Name, Expense Policy Groups, Report Auditors, and Checks.

Selecting a New Check

Select the New Check you want to add from the Check Name dropdown.

A short description appears after selecting a Check Name.

The image displays the New Check setup screen, showing a dropdown menu for selecting a check name with Incorrect Amount highlighted. The description for Incorrect Amount explains that receipts are reviewed for amount and currency discrepancies, and exceptions are raised if amounts do not match or exceed the receipt. Configuration options for claim amount parameters and allowable discrepancies are mentioned.

Editing an Audit Check

  1. From the Audit Profile page, select the check you need to edit.
  2. Update the selected check.
  3. Select Save.
The image displays a Checks screen showing a list of items with amount triggers. The entry Additional Air Charges is highlighted with a $5.00 amount. At the bottom right, the Save button is highlighted, next to Save and Add Another and Cancel options.

Deleting an Audit Check

  1. From the Audit Profile page, select the check you need to delete.
  2. Select Delete.
  3. Select Delete to confirm.

Note

Once you delete a check, it will be removed only from the Audit Profile, not from the library of checks.
The image displays a Checks screen where the Additional Air Charges item with a $5.00 amount is selected. The Delete button at the top is highlighted. A confirmation pop-up appears with the message Delete checks? stating the selected checks will be permanently deleted, and the Delete button in the pop-up is highlighted.

Managing Audit Checks

Watch this short video on how to work with audit checks.

A note regarding this video: SAP Concur has introduced a new UI design layout. In this video, the old layout is used.

Reference

SAP HelpLink
Concur Expense Professional Edition Tools GuidesVerify

Summary

Let's summarize what you've learned in this lesson:

  • Audit checks evaluate expense reports and flag exceptions for auditor review.

  • Checks can be added, deleted, and customized in audit profiles.

  • Exceptions pause workflow until auditors approve or reject reports.

Learning

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