1 / 7

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.

caldwell-mcclain
Download Presentation

Call Center – Expense Audit

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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.

More Related