Intelligent Audit and expense workflow

[AgaPyrlik]

Hello , 

2 years ago my company implemented intelligent audit for our Concur expense. we added new step for Audit review and expenses were flying correctly. However, the workflow on the T&E did not decrease therefore we asked to implement a change in workflow, that T&E team should review only those expenses that required additional review, the one that are Approved by Intelligent audit after manager approval should go for posting and payment.  since that change we have a huge problem with stuck expense claims. 

Employee submitted expense claims it goes to audit AI , audit AI review the report put remark pending exception review or approved with exception and expense stays in the status Audit AI and dont want to move anywhere . very often resubmission is also not helping . Concur recommended to add a step Processor review after Audit AI, we did implemented , but nothing changed . Do you have any idea how we could solve this problem? 

[PoojaKumatkar]

Hi @AgaPyrlik ,

Could you please provide screenshots of your workflow configuration, specifically:

• Page 2 – Workflow Steps
• Page 3 – Skip Conditions

Reviewing these will help us understand how the steps and skip logic are currently configured in your SAP Concur setup and allow us to suggest the most appropriate solution If applicable.

[AgaPyrlik]

there you go  

[AgaPyrlik]

[PoojaKumatkar]

Hi @AgaPyrlik ,

Could you please share screenshots of the workflow steps from page 2?

Specifically:

• Double-click on the Concur Audit and Processor Review step and provide a screenshot of the pop-up window.
• I’d like to check what status has been configured as the initial status and review the other details.

Additionally, for the step rules on page 3 related to the CAS skip condition:

• Go to Audit Rules and search for the exception “CAS”.
• Share screenshots of:

           1. The first page (Trigger Event)

           2. The second page (Audit Rule Conditions)

I’ll use this information to try and replicate the setup and investigate what might be causing the issue.

[KevinD]

@PoojaKumatkar the CAS exception code is being triggered by the Random Audit option. See screenshots below. I think what might be the issue is that 100% of reports are getting flagged for Review and therefore have the CAS exception. Then in the workflow, the CAS step is supposed to skip for every report where the Exception for Every, not equal to CAS. However, since 100% of reports are being flagged for audit, there are no reports that do not have the CAS exception and therefore not skipping. 

Do you think changing the Every, Not Equal to CAS should be changed to Every, Equal to CAS?  

[PoojaKumatkar]

Hi @KevinD ,

With reference to Concur Audit Service Configuration Guide, it is not possible to move the report out of the audit queue in to the Processor queue if there is no Processor step added in the workflow. (Point #1)

As @AgaPyrlik mentioned in the post description, this is what exactly happening with their all expense reports. 

Problem statement - "Concur recommended to add a step Processor review after Audit AI, we did implemented , but nothing changed"

In this case, Concur added the Processor step after the Audit step; however, they did not clearly guide @AgaPyrlik ’s team on how to move reports with the “Pending Exception Review” status to the next step.

With reference to below document, the Client Processor must be trained on creating query to pick up reports in Pending Exception Review status. The default “Reports Ready for Processing” query will not pick up report in the Pending Exception Review status, so the processor will have to create a query and make it part of their process to run this query. They can then determine to send the report back to the employee or approve the report."

This also implies that all reports with the status “Pending Exception Review” must be approved by the Processor. Even if a skip step is configured in the workflow, the system will not bypass the Processor step.

@AgaPyrlik - Can you please try to create a custom query into Processor and run as shown above. This will give you list of expense reports which are currently "Pending Exception Review", Approve one of the report and see if it is moving to the next workflow step. Please let me know the result. 

Note: I carried out extensive testing and explored multiple approaches to skip the Processor step, but it isn’t feasible due to the report status constraints. As a result, reports can only move from the Audit step to the Processor step and then proceed further based on the existing workflow configuration.

If this answers your query, then please mark solution as accepted.

[KevinD]

@AgaPyrlik I'm looking in your site and I see several workflows. Can you tell me which workflow specifically I can look at or give me the name of an expense report that is stuck in Audit AI status, please?

[AgaPyrlik]

you can check *Dyson AT workflow Audit& Processor & GDA 2026