Duplicate expense

[tstagliano]

We know that when a duplicate charge is entered on an expense report, the audit trail will display what report name contains the duplicate charge but is there an easier way for the user to search for an expense to see where it could have been added on a report rather then going into each repot one by one?

Thanks

Tom

[GrantC]

Hi Thomas,

How are you checking for duplicates? There is a standard Audit Rule called Duplicate Transaction Check that flags for duplicates. The default Exception it uses, DUPCHECK, shows what expense reports and entries are possible matches. The screenshot below shows an example from one of my demo sites.

[Arntzie · Accepted solution]

Have you considered using the Duplicate Expense Items report found in the Standard reports->Fraud folder?  I find it quite helpful. 

[tstagliano]

yes we due utilize this audit rule but we were looking for something at the user level where they can search a partiicular expense (like airfare ticket number) to see when it was added to an expense report.

[evelynyim]

HI Arntzie,

We have been facing issues with the standard duplicate expense report as it seems forever to download this report into excel. Is there anyone out there that face this issue too?

[AudreyC2022]

if the charge is correct how do you fit the problem

[KevinD]

@AudreyC2022 the rule for duplicates doesn't block submission. It is just a warning that you may have already entered the expense to avoid being reimbursed twice for the same expense.

[AudreyC2022]

Thanks so much

[travelexpexpert]

@KevinD great stuff. Does this warning also work in the mobile App?

[KevinD]

@travelexpexpert all Alerts you would see in the desktop version should also appear on the mobile app.