Audit engagement
Policy and configuration assessment
A focused review of how written expense policy is reflected in application rules — approval thresholds, categories, and exception paths.
Why configuration drifts from policy
Expense policies live in PDFs; enforcement lives in dropdowns, thresholds, and approval matrices inside the application. Over time, temporary exceptions become permanent settings. This assessment compares the written rules with what the application actually allows.
Deliverable
A gap matrix: each policy clause mapped to the current application setting, with a recommended owner for each mismatch. Useful before a full financial audit or after a merger brings two claim systems together.
Included
- Review of the current expense, travel, and card policies
- Guided walkthrough of application configuration with your administrator
- Gap matrix and prioritised remediation list
- Optional briefing for policy owners (up to 90 minutes)