Audit Profile Options – Receipt

These settings will determine the auditing behavior based on types of expenses. The administrator may select one option in each section.

To set the Receipt settings:

Select one option in each section, if desired:

Field	Description
For Cash Claims Section
Receipt Required	Individual receipt is required for each applicable out-of-pocket (cash) expense, based on receipt handling.
Comment Allowed	Comment is allowed in lieu of each applicable out-of-pocket (cash) expense that is missing a receipt, based on receipt handling options
Affidavit Allowed	Signed affidavit outlining each out-of-pocket (cash) expense missing a receipt is permitted, based on receipt handling options
For Corporate Card Claims Section
Receipt Required	Individual receipt required for each applicable card transaction, based on receipt handling options
Credit Card Statement Allowed	Credit Card Statement is allowed in lieu of missing receipt
Credit Card Statement or Comment Allowed	Credit Card Statement or comments are allowed in lieu of missing receipt
Comment Allowed	Comment is allowed in lieu of each applicable card transaction that is missing a receipt, based on receipt handling options
Affidavit Allowed	Signed affidavit outlining each card transaction missing a receipt is permitted, based on receipt handling options
For Phone Bills Section
Only Summary Page Required	Choose this option if the audit can progress with just the summary page of the phone bill attached
Full Itemization Required	Choose this option if the audit requires to check the fully itemized phone bill
Tax Checks Section NOTE: This feature is available in the UK and Australia. For UK clients, it is available for clients with VAT who do not use the Compliance product.
Yes	If selected, report auditors are able to change the receipt status and tax amounts on expense reports.
No	If selected, report auditors cannot change the receipt status and tax amounts on expense reports.

Click Next to save your changes.