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Expense Report Audit Review

Former Member
0 Kudos

Hi Experts

I have a question in regards to the audit review process within ByD when submitting an Expense.

I have created a work distribution whereby all expense will be submitted to an auditor/review. Upon when the reviewer approves the report it should go to the Project Manager or Line Manager. My issue is that I have a couple  of other users that have access to the travel and expenses WoC they are able to approve the expense as well. Is there a way to prevent users other than my reviewer/auditor from approving expenses. The reason I have other users access to the Travel and Expense WoC is that they will be responsible at time to enter expenses on behalf.

Thank you for your help

Antonio

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi Antonio,

1. Please check the activity "Edit Employee work distribution rules" and make sure those employees are not assigned as Approvers for the validity period & for the company.

2. Make sure the MMA_MANAGINGMYAREA (Managing my area) > MMA_EXPANDREIMBMANAGEMENT (Expense and Reimbursement Management ) is not assigned/activated for those users.

I hope this should resolve your issue. These two if taken care then the user in question will not be able to approve the expense report of others.

Thanks

Lokesh Sharma

Former Member
0 Kudos

Hi Lokesh

Thank you for your reply.

Below is a screen shot of the ""edit employee work distribution rule" here I have only have my auditor / review of expense reports to approve reports. However my other users who have been assigned "Travel & Expense" Work center are still able to view and approve. I have include a picture of the work distribution rule and a picture of my receptionist who she not be above to approve

Thank you for your help in this matter.

Antonio

Former Member
0 Kudos

Hi Antonio,

Sorry for the delay.

Here I see two possibilities may be the managing my area is assigned  previously to you receptionist and that time may be the task must have been sent to her to approve, try checking in the changes tab Application & user management work center > Select User > Edit Access rights > changes.

If this right you can recall the expense report & resubmit and the task will not go any further.

Else we need to check the system what is happening. Kindly report the incident.

Thanks

Lokesh Sharma


Answers (0)