Overview
AI‑assisted configuration for Audit Rules is an AI‑powered configuration assistant that helps Expense Administrators search, create, and understand audit rules using plain language. Capabilities include:
-
Search: Uses AI to find relevant audit rules from plain-language search queries. Provides a reasoning /
match reason for why each rule is returned.
-
Create: AI creates a new audit rule from a natural language prompt.
-
Explain (Quick View): AI creates plain-language summaries of existing audit rules plus an assessment
highlighting potential issues and optimization suggestions.
AI‑assisted configuration for Audit Rules is part ofa series of product enhancements designed to improve the administrator experience. These enhancements are designed to empower Concur Administrators to confidently manage their configuration through intuitive AI tools, contextual guidance and actionable insights.
Scope / Eligibility (initial release)
- For Concur Expense Professional Edition customers only.
- Supports custom audit rules within the Expense module only.
Value proposition (why this matters)
Administrators frequently find audit rule set up to be time consuming and error prone, often relying on support teams to navigate complex rule logic. This experience is designed to:
- Increase admin self-sufficiency; reduce reliance on support.
- Improve confidence and usability with real-time explanations, smart suggestions, and rule creation
from plain language.
- Reduce compliance risk and helping close loopholes by surfacing gaps and prompting better logic
patterns.
- Save admin time: ~40% reduction in audit rule configuration effort with AI assistance.
Important AI Usage terms and constraints
- AI generated rules are not guaranteed accurate; Admins must review, edit, test, and only activate
when confident.
- AI Search looks only at audit rule configuration, not transaction data; searching for transactional
details can error.
Timeline
-
This Feature has been deployed to all SAP Concur Expense - Professional customers.
Frequently Asked Questions
Question : What languages are supported?
Answer : All Concur supported languages.
Question : How does an Admin get access?
Answer : At GA AI-assisted configuration for Audit Rules will be on the Custom Audit Rules landing page for Expense Admins (Professional Edition only). Admins will need to enable the new Expense Administration UI via the banner at the top of the page.
Question : Are there any other features?
Answer : Yes. Admins will be able to export audit rules to Microsoft Excel. There is no AI involved in this functionality. This offers a more readable experience than the legacy configuration report.
Resources
