Expense Policy Review

The Expense Policy Review will detail all policy violations in Certify. It can be helpful to analyze your current policies and limitations, in addition to employees' compliance. This report will also show if approvers are sending inquiries and adding notes while reviewing violations.

You'll find this report in the Financial Oversight and Auditing section of Reporting

1. Scroll to the report in Reporting:


2. Use the available search parameters, and click Submit


The report will be grouped by each policy violation. In addition, details include:

  • Department
  • Employee
  • Expense Date and Category
  • Expense Amount and Reimbursed Amount
  • View link to individually view the expense
  • Note and Inquiry Counts
  • Flag Notes
  • Expense Reason
  • Max Amount and Amount Over for Expense Amount Over Policy


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