Purchase card audit
Card transactions checked against policy every month
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the card statements and the receipt uploads
Reviews each purchase card transaction against the policy: prohibited merchants, split purchases, missing receipts and limits
Applies the policy tests and flags the exceptions
Drafts the query to the cardholder for each exception and tracks the response
Drafts the queries and the report
Produces the monthly audit report with the repeat cardholders
Works in
SAP, Workday, Box
SAP, Workday, BoxWhat it does
- Reviews each purchase card transaction against the policy: prohibited merchants, split purchases, missing receipts and limits
- Drafts the query to the cardholder for each exception and tracks the response
- Produces the monthly audit report with the repeat cardholders
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.