New audit rules for Concur Travel and Expense
The Finance department has implemented new audit rules to assist users in reconciling their out-of-pocket and BMO credit card expenses. Audit rules will add a warning message to an expense report when certain conditions are met on the expense, such as the expense type, vendor, amount, etc.
New audit rules configured in Concur:
Amazon expenses warning message
Users will notice a warning message:
“For Amazon purchases, please attach a detailed receipt. An order confirmation is not a valid proof of purchase.”
This message will not clear, regardless of the type of receipt attached. If you have attached the detailed receipt, you can disregard the warning message. The message will not prevent you from submitting your expense report.
Honorarium expenses
Users will notice a warning message:
“Honorariums can only be issued to individuals, and must be less than $500.”
This message will not clear if the amount of the honorarium is more than $500. The message will not prevent you from submitting your expense report.
Fuel expenses
Users will notice a warning message:
“Fuel expenses are allowable when purchased for a university-owned or rental vehicle.”
This message will not clear, regardless of what vehicle the fuel was purchased for. If you have purchased fuel for a university-owned or rental vehicle, you can disregard the warning message. The message will not prevent you from submitting your expense report.
Please direct any questions to concursupport@ontariotecuhu.ca.
