Audit Query

The Audit Query is where the query(s) are created for the audit module. A query is a set of conditions based on which you would want to audit an expense report, for example if it exceed a certain dollar amount, or missing receipts, if a specific expense type is used, audit specific employees or just do a random audit from a pool of expense reports. You can set up many queries to cover all scenarios for auditory purposes. There are many options to choose from to customize and specify what you want your query to search for your auditors to find. In the Audit Query you can add, edit, delete and/or assign queries.

To Create an Audit Query:

Scenario: You want to create a query to display all transportation-related reports under $500. 

Under the Administrators Tab:

1. Expand Audit by clicking the arrow 
2. Select Audit Query 
3. Click Add 
4. Name - Enter a name for this query (For this example, "Transportation Under $500" as the name)
5. Validation Message - The message that informs the user of their error
6. Restrict Access - Select Yes, if this is restricted to specific users. Otherwise leave this set to No
7. Click Next
8. Under Query Items, click Add to customize the query.
   
9. Choose a Query Field 
   (For this example, the query field is 'Expense Type')
10. Choose a Condition.
    (For this example, the condition is 'In')
11. Choose a Query Value. You can select the "" to view the value list.
    (For this example, all options relating to transportation would be selected. Such as airfare, mileage, car rentals, taxi, etc,.)
    
12. Once you have selected the expense types click OK
13. Once you have finished adding your query click Save
14. For this example, we will need to add a second query to include the Reimbursement amount. Go to Add (from #8)
15. Choose a Query Field- 'Reimbursable amount'
16. Choose a Condition- '<='
17. Type a Value- '500'
18. Select Save to update the query.
19. Click Next
20. Under Query Assign Employee you are able to assign this query to specific employees. 
21. Click Add
22. Select the employees then click Ok
23. Click Finish

24. Select Publish. 

    
    *The query will not become active until published

    Active Query	You can see it as an auditor
    Inactive Query	Does not show on the drop-down list for the auditor

To Edit a Query:

You can edit the name, query items and assignment. 

1. Select the Query you want to edit 

   	Change the name
   	Add and delete Query items
   	Assign an employee to the Query

To Delete a Query:

1. Select the Query you want to delete
2. Select 'Delete'
3. Select 'Yes' to delete

To Assign an employee to a Query:

1. Select the Query you want to assign to
2. Click the Assignment tab
3. Select Add
4. Choose the Employee you want to assign the query to
5. Select 'Ok'