The Expense Policy Review report shows policy violations in Emburse Professional. Use this report to evaluate policy effectiveness, employee compliance, and approver activity, including notes and inquiries added during review.
You can find this report in Reporting under Financial Oversight and Auditing.
This report reflects post-submit policy and review activity. It does not describe
the separate
Emburse Assurance
review that can happen before a report is submitted. Use it together with the Assurance
report when you need a fuller compliance picture.
Run the Expense Policy Review Report
- In Reporting, scroll to Expense Policy Review.
- Enter your search parameters.
- Select Submit.
Report Fields
The report groups results by policy violation and includes the following details:
| Field | Description |
|---|---|
| Department | Department associated with the expense |
| Employee | User who submitted the expense |
| Expense Date and Category | Date of the expense and assigned category |
| Expense Amount and Reimbursed Amount | Original expense amount and approved reimbursement amount |
| View | Link to open the individual expense |
| Note and Inquiry Counts | Number of notes and inquiries added during review |
| Flag Notes | Comments related to the policy violation |
| Expense Reason | Explanation provided for the expense |
| Max Amount and Amount Over | Policy limit and amount exceeding the limit for violations |