Intelligent Audit

[Ken2025]

Hi Buddys,

The company is interested in concur intelligent audit,  shall the user attach the receipt per expense item ? Does Concur audit works if user attach all receipts into expense report at header level?

[peterbohlman]

I would 100% recommend requiring a line item to receipt match versus just all to the header/report level. I'm 99% sure Intelligent Audit can still audit the report if the receipts aren't required at the line item level, but it'd be a slower process for sure to check all required receipts to everything just jammed in there at the report level.

[TrishW]

Hi there

We have both line and header receipts . The purchase card policy with line receipts are done by Intelligent audit,  The other policy (lodge card) is done manually.  In the lodge card policy , we have 499 lines per claim.   Looking at the receipts at the header level - if intelligence audit would be able to read it correctly - they would have to appear in the same sort as the line items.  

Hope this bit of info helps you = but I still agree line by line

[peterbohlman]

I know exactly who in Concur to ask to get the answer, but they're here in Seattle with the rest of the Fusion bound crews and is heading home tomorrow. I wouldn't be able to get anything till easily next week and I know their inbox is crushed. They told me they hadn't looked at it in over a day, when we spoke about a different issue.
Maybe not the most 'the community knows the answer' answer, but when they ship a whole buncha the cool kids off to Fusion, it's what happens.