Setting Up Audit Rules

Access the Audit Selection Rule Revision form.

Note: After you set up policy rules, the system prompts you to set up audit rules for the policy. Alternatively, you can select a record on the Policy Definition Entry form, and then select Audit Rules from the Row menu.

Rule Number

Enter a number that corresponds to an audit rule. Values are:

1: Audit percentages are based on the total amount of the expenses listed on an expense report.

2: Audit percentages are based on the percentage of expenses on the expense report that did not meet policy guidelines.

From Range

Enter the beginning of the range for an audit selection rule. This range can be an amount or a percentage. If the audit selection rule is for Rule #1, this range is an amount. If the audit selection rule is for Rule #2, this range is a percentage.

If you leave the From Range field blank, any amount from zero to the amount specified in the Thru Range field is eligible for audit.

Thru Range

Enter the end of the range for an audit selection rule. This range can be an amount or a percentage. If the audit selection rule is for Rule 1, this range is an amount. If the audit selection rule is for Rule 2, this range is a percentage.

Percent To Select

Enter the percentage of expense reports that the system randomly selects for audit based on the range of amounts or exceptions defined. Enter a whole number. For example, to specify 50 percent, enter 50.