Audit Trails?

KristenDavis

Is it possible to create an audit trail that tracks all modifications to a given expense or report, and associates those changes with a specific user? I'm looking to get as granular as when someone changed the dollar amount of the expense.

With that, is it possible for there to be a flag if an expense is LOWER than what SmartScan identifies? Right now, I only get an automatic note if the expense is manually entered as higher.

Also - is there any way for there to be an audit trail on non-Smart Scanned expenses? It's often much faster to manually input the information, but then there are no flags if the manual expense is higher than what SmartScan would have detected.

Cortney Ofstad

Hi @KristenDavis — thanks for reaching out! When it comes to this type of audit, all of that is tracked within the report. Any edited SmartScanned receipts or un-SmartScanned receipts will be flagged for review within an individual report.

For example, if someone changes the total amount higher or lower than the SmartScanned amount, it will be noted on the report, and when the approver goes into the report, it will be brought to their attention before they can approve it.

If you have any other questions or need anything else, please let me know!

KristenDavis

@Cortney Ofstad thank you! I'm seeing the flag when expenses are higher than the SmartScanned amount, but everything "looks" fine when the manual input is lower than the SmartScanned value. I've attached screenshots to show what I'm referring to (the actual amount is $735).

Screen Shot 2022-09-15 at 3.33.02 PM.png

Screen Shot 2022-09-15 at 3.32.39 PM.png

With that, I don't see any notations on the report about any changes to the amount. All I see is that the report has been created, even though I've altered the purchase amount multiple times. Is it possible for a record to be created of every change to the report/expense?

Screen Shot 2022-09-15 at 3.33.31 PM.png

Finally, I see no flagging when I input a receipt manually regardless of how the inputted value lines up with the actual amount. Is this something that would appear after it's submitted for approval?

Sara Jacobson

@KristenDavis

Could you please reach out to [email protected] with your questions and documentation so that the team can work through this with you in real time?

Thanks so much!