Configuring Audit Profiles

Objective

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

What is an Audit Profile?

An Audit Profile is a collection of checks that run for one or more Expense Policy Groups. Each Expense Policy Group’s expenses are evaluated using a particular Audit Profile. So, for example, you might have different checks under your US employees versus your UK employees or executives.

The Verify Audit Profiles page displays the list of added profiles for the company by Profile Name.

  1. Profile Name

    Shows the profile name. Select this field to display the list of profiles in ascending or descending alphabetical order.

  2. Expense Policy Groups

    Shows the Expense Policy Groups to which the profile has been assigned.

  3. Report Auditors

    Shows the auditor(s) assigned to the profile.

  4. Checks

    Shows the number of checks enabled for the profile.

Important to know:

  • Multiple audit profiles can be set up.
  • Assign the Audit Profile to the Expense Policy Groups.
  • Only one Audit Profile can be assigned per Expense Policy Group. Expense reports for employees in that group will be evaluated using the assigned Audit Profile.
The image displays a Verify Audit Profiles screen showing two profiles in a table. Four column headers are highlighted: Profile Name, Expense Policy Groups, Report Auditors, and Checks. The Default Profile has zero checks. The GreenPath profile is selected, linked to Expense Policy Groups, shows a report auditor, and has six checks. Buttons at the top include Add, Copy, Delete, Manage Auditors, and Manage Groups.

Adding an Audit Profile

  1. On the Verify Audit Profiles page, select Add.
  2. Enter a name for the profile
  3. Select Save.
The image displays steps to create a new audit profile in a software interface. The user clicks the Add button, enters a profile name in the provided field, and then selects the Save button to complete the process.

Copying Audit Profile

  1. On the Verify Audit Profiles page, select an existing profile.
  2. Select Copy.
  3. Enter a name for the copied profile.
  4. Select Save.
The image displays the steps to copy an audit profile. The first step highlights selecting the GreenPath profile. The second step shows clicking the Copy button. The third step displays entering the new profile name as Copy - GreenPath. The fourth step shows clicking the Save button to complete the process.

Deleting an Audit Profile

  1. On the Verify Audit Profiles page, select an existing profile.
  2. Select Delete.
  3. Confirm you want to delete the profile.

Caution

You cannot delete:

  • Profiles with reports awaiting audit in the Reports Pending Audit Review
  • Page profiles assigned to an Expense Policy Group
  • Default Profile
The image displays the steps to delete an audit profile. The first step highlights selecting the GreenPath profile. The second step shows clicking the Delete button. The third step displays a warning message and highlights clicking the Delete Profile button to confirm the deletion.

Assigning an Audit Profile to an Expense Policy Group

  1. On the Verify Audit Profiles page, select Manage Groups. The Manage Groups page displays all groups for all profiles.
  2. Select the correct Audit Profile for each group listed using the Profile dropdown menu field. If a group does not have an Audit Profile assigned, it will automatically use the Audit Profile assigned to the group above it. The top group of the hierarchical order is Global.
  3. Select Save to save all the changes once you assign a profile to each group. Select Cancel to return to the Verify Audit Profile page without saving the changes.

    Changes are visible in the Expense Policy Groups column.

The image displays the steps to assign an audit profile to an expense policy group in a software interface. The first step highlights clicking the Manage Groups button. The second step shows selecting GreenPath from the Audit Profile dropdown menu for a policy group. The third step displays clicking the Save button to apply the changes.

Managing Audit Profiles

Watch this short video to find out more about how to create and manage audit profiles for expense policies.

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

Managing Expense Policy Groups

Watch this short video to find out more about how to assign an audit profile to an expense policy group.

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:

  • An Audit Profile is a collection of checks assigned to a specific Expense Policy Group for expense evaluation.
  • You can create, copy, and delete Audit Profiles using the Verify Audit Profiles page.
  • Only one Audit Profile can be assigned to each Expense Policy Group.
  • Audit Profiles cannot be deleted if they are assigned, reports are pending audit, or set as default.

Learning

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