Auditing an expense report

Reviewers must review and audit the expense report document.

You can audit this information:

  • Document overview details, which include the document header information, status and history details, and financial overview information.
  • Receipts
  • Attachments linked to the expense report
  • Summary of expenses incurred for a day and for the week
  • Disbursement details
  • Expense line item details, which include the expense type, amount, cost center allocation, and project codes
  • Itemization data
  • Notes associated with the document
  • Exception information, including the exception policy, exception details, and an explanation for the exception