Audit Module

DATABASICS Audit Module allows auditors to take a second look expense report details, reports and receipts. Based on the result of their audit the auditor can then choose to pass a report or flag is as failed. 

To provide users access to the Audit Module, please refer to Audit Services or to add new queries to the module refer to administrations Audit Query.

To Pass or Fail an Audit:

Here is a video demonstrating the Audit Module:
 

1. To access the Audit Module, click on the drop down arrow next to Expense.
2. Select Audit Module
3. On the homepage, you should also see a tile for Audit Module if you have access.
4. Select a Query. (Query names will be different)
   
   
5. Select a report

There are 2 ways you can pass  or fail  and audit:

*The auditor can select the Pass/Fail icons to pass/fail everything in the report from the headers (highlighted in red)

1. To Pass/Fail at the header, Select the Pass/Fail icons

2. To Pass/Fail at the Expense line level, Select the Pass/Fail hyperlinks
   
   **Please note that if one line in the Expense line level gets failed, the entire report gets flagged as failed**

Request Consolidate Report

Consolidate Report may be used when you want to view all attachments and a selected report on one easy to read PDF. It can only be used with reports that have attachments.

1. To access the Audit Module, click on the drop down arrow next to Expense.
2. Select Audit Module
3. On the homepage, you should also see a tile for Audit Module if you have access.
4. Select a Query. (Query names will be different)
5. Select a report
6. The receipts tab should open on the right side of the screen. If not, click the paperclip icon under the Notice column in the report.
7. Inside the receipts tab, click Consolidate 
   
8. Select a Report
    
9. Check the Send Notification box if you want to send a notification email confirming that your request have been processed. This by default is checked.
10. If the email is provided, you will receive email notification when the report is ready. 
11. Click Request. Your request is now waiting for processing.
12. Click the blue refresh button on the right side of the Receipts for Report window.
13. The consolidate report should now show in your Attachments drop down list.