Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how a user with Audit Manager role will Assign Expense Reports to Auditors in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the steps to Assign Expense Reports to Auditors. The Auditor reviews and audits expense reports daily to ensure compliance with the company's reimbursement policy.
Note: Auditors can only be assigned expense reports by their supervisor on the employees personnel record, who would also need the Audit manager role in NCFS.
Self-Assign Expense Reports
To View Requisition Lines in NCFS, please follow the steps below. There are 10 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Expenses tab.
Step 3. Click the Auditing app.
Step 4. On the Auditing Work Area page, click the Tasks icon.
Step 5. On the Tasks pane, click Manage Expense Reports.
Step 6. On the Manage Expense Reports page, validate the *Report Status field.
In this example, we choose Pending Expense Auditor Approval for *Report Status. Then, click the Search button.
Step 7. The Search Results appear under the Search Results section. Click the Report row to be assigned, then click the Assign button.
Step 8. Click the Name row that needs assignment to the Expense Auditor, then click the OK button.
Step 9. Click the Done button to navigate back to the Expense Auditor page.
Step 10. The newly assigned expense report now shows in the Expense Reports Pending Review section.
Wrap-Up
The auditor reviews and audits expense reports daily to ensure compliance with the company's reimbursement policy, assigning to an auditor allows for other auditors to help with the workload.
Additional Resources
- Virtual Instructor-Led Training (vILT)