What actions can be taken when an expense filer does not comply with an audit rule?
It depends on the event that triggered the audit rule: • For Entry Level – Save: You have only the option to generate an exception flag. • For Report level – Submit or Approve: You have the options to Generate Exception, Reject Report, Resubmit Report, Send email, or Skip Approvals. • For Entry Level – Submit, Approve, or Final Approve: You can Generate Exception, Partially Approve Entry, Reject Entry, Resubmit Report, and Send Email. • For Report Level – Final Approve: You can Generate Exception, Reject Report, Resubmit Report, Send Email, Set Approval Status, Set Payment Status, and Skip Approvals. For more information, refer to the Analysis chapter in the Expense Administrator’s Guide (available in the Learning Tools section of the administration page).
Related Questions
- When doing an adjustment upon audit and the earned payroll is less than the minimum premium and is less than the expense constant, (see Minimum Premium Rule, found in the WI Basic Manual), how is this reported on the USR?
- Is it possible to set up an advanced audit rule that can verify employee information for the approver of an expense report?
- What actions can be taken when an expense filer does not comply with an audit rule?
