The Audit Activity Report shows the current state of activity of any given expense report. The AppZen Audit Activity Report treats resubmissions as the beginning of a new report life cycle. All prior activities are no longer tracked in this report. When an expense report is re-submitted after rejection, the original submission date for the expense report is no longer being displayed and the resubmission date is displayed instead.
In order for an auditor to view the submission/resubmissions of an expense report, we suggest going into the view history screen of the expense report by clicking on the clock icon.
Once you click on the clock icon the user will be able to view the full submission/resubmission history of that particular expense report.
Things to keep in mind:
When the customer generates Appzen Audit Activity Report with a selected date range on one day, then generate the same selected date range report on the second day, the number of rows for these two reports can be different. This is because the report filters on the latest submission/activity date are not the original action date. The Audit Activity Report gives the user the current state of any expense report.
All auditor actions will show up on the report under the "auditor action column". Expense reports that are resubmitted will have the new life cycle replaced with their old. When there is approve or reject it will appear in a different date range.
Listed below are the definitions of each column of the Audit Activity Report:
Expense Report Number – The unique number attached to each expense report. This number is the same in the expense management software and in the AppZen Engine.
Expense Report Date – The calendar date that the expense report was submitted in the expense management software.
Expense Report Timestamp - Timestamp of the report upon submission to AppZen
Auditor Action – Identifies if the report was approved, rejected, or had another action taken upon it
Auditor Action Date - Choose a date range for your report
Auditor Action Timestamp – Time at which the auditor action was taken (all times in AppZen are in UTC time zone & cannot be changed)
Reimbursement Amount – The dollar amount that the employee is requesting for reimbursement
Reimbursement Currency – The financial currency that the reimbursement is set to in the system
Risk Score – The risk level assigned to the Expense Line (high, medium or low)
Auditor – The auditor’s email address
Auditor Comments – A list of any comments sent by the auditor to the employee
Organization Name - Organization the auditor is associated with
Policies - Choose a list of your policies from the drop-down menu
How to run this report
Put in the desired date range
Select the organization you want to run the report against, or select the "All Organization and Policy" box to run the report against all orgs.
Then click on the "submit" button