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Call Center – Expense Audit

Call Center – Expense Audit. The Expense Code settings determine which expenses show in the Expense Audit Queue. If code is blank = no audit If code is 0 = audit any expense report that has this code If code is 75.00 = audit any expense report with this code that has a value of $75 or more.

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Call Center – Expense Audit

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  1. Call Center – Expense Audit The Expense Code settings determine which expenses show in the Expense Audit Queue. • If code is blank = no audit • If code is 0 = audit any expense report that has this code • If code is 75.00 = audit any expense report with this code that has a value of $75 or more.

  2. 1. Click on the # in the NEW Expense Report Audit queue to view the Expense report and move to a processing queue. If you process expenses in separate queues (e.g. by client, LOB etc.), select the queue and click on Assign to move the report to a different queue.

  3. 2. Review business purpose and associate information

  4. 3. Review/Verify Receipts

  5. 4. Enter comments if rejected

  6. 5. Review notes made by associates when resubmitting and viewing receipts in the additional images panel.

  7. Expense Audit Process – Expenses are approved by the client prior to routing to the Audit queue.

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