Working with Auditor Responses

Objective

After completing this lesson, you will be able to configure and describe auditor responses when working with audit checks.

Selecting Auditor Responses

This section allows you to select any of the responses available to pass or fail exceptions raised by a check.

You can edit any of the existing default or custom responses based on available edit permissions.

Default Responses

Pass – Incorrect Exception
- This is the default pass response. You cannot edit or delete this option.
Fail – Out of Policy
- This is the default fail response. You cannot edit the Auditor Response field but you can edit the Comment to Employee field.
Pass – Approve with Exception
- This is another default pass response. You cannot edit the Auditor Response field but you can edit the Comment to Employee field.

Customizing Responses

Select Add Auditor Response to create custom pass responses.

The image displays an Auditor Responses screen with a table showing three entries. At the top left, the Add Auditor Response button is highlighted. The first entry shows status type Pass with response Incorrect Exception. The second entry shows status type Fail with response Out of policy and a highlighted comment about a missing or mismatched receipt amount. The third entry shows status type Pass with response Approve with Exception and a comment about an incorrect amount identified.

These pass responses can be created with or without a comment.

Select the Add button to save the changes and create the custom pass response.

Pass audit
Pass audit with comment

Select the Pass audit with comment option to edit existing pass responses and comments.

Change the Comment to Employee text by selecting Edit and Confirm.

The image displays two Add Auditor Response windows side by side. In the left window, the Pass audit option is selected, and fields for Auditor Response and Comment to Employee are blank. In the right window, the Pass audit with comment option is highlighted, and the Comment to Employee field shows a note about an incorrect amount identified. The Edit button is highlighted, and a warning message appears at the bottom stating that changes will remove translations and be displayed as entered, with Confirm and Cancel buttons shown.

Editing the default Comment to Employee field

The Comment to Employee is a pre-defined user-specific message that is used to communicate audit exceptions to the submitter when a check-in Verify is flagged for an exception by the auditor. The message provides a clear and concise explanation of the audit exception and what needs to be done to resolve it.

To edit the default Comment to Employee field:

Select the icon under Actions.
Select Edit.
Select Confirm.

To revert to the default comment, select the Reset option.

Note

Translations will be removed and the new comment will be shown to the submitter as entered.

The image displays the Auditor Responses screen with a pop-up window titled Add Auditor Response in focus. The option Pass audit with comment is selected, and the Comment to Employee field shows a note about an incorrect amount identified. Three areas are highlighted: the pencil icon under Actions in the table, the Edit button at the bottom of the pop-up, and the Confirm button in a warning message that states changes will remove translations and display text as entered.

Reference

SAP Help	Link
Concur Expense Professional Edition Tools Guides	Verify

Summary

Select and configure auditor responses to pass or fail exceptions raised during audit checks.
Edit default and custom auditor responses, including comments provided to employees.
Create new custom pass responses, with or without comments, to meet specific audit requirements.
Change or reset the Comment to Employee field to communicate clear audit exception guidance.

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