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How do I set up cost auditing rules?

Customise Rules To Run When Costs Are Submitted.


To manage cost auditing rules, users must ensure their permission group has the cost auditing manage permission enabled.

- Head to settings and select Cost Auditing 

- From here, users will see a table with a list of rules on the left and their enabled status on the right 

- Users can find the rule they want to enable in the table and select it 

- A side pane will open where the user will see a toggle to enable or disable the rule 

- Some rules simply require the enabled toggle to be used, whereas others will require further fields to be completed to capture the relevant boundaries for a rule. For example, the rule 'too many callouts in a set period' will require users to enter a value for the callout figure as well as a value for the number of days