Manage Audits

Bill audits help ensure accurate data for reporting and analysis. Here's how they work:

How audits work

• Automatic
  Audits run automatically when you enter or import bills.
• Error checks
  They analyze bills for errors and provide immediate feedback.
• Exclusions
  Void and accrual bills are skipped.

Audit configuration options

You can control how audits behave with the following options:

• System-level 
  Set default audit rules that apply across the system.
• Account-level overrides
  You can stop auditing a specific account. Any settings change at the account level override the system defaults.

Disable audits on specific accounts

From the account view

1. Open the account.
2. Click the Actions menu.
3. Select Manage Audits on the Account.
4. Click Stop Auditing on this Account.
5. Click Save.

From a bill

1. While viewing a bill.
2. Click the More Actions menu.
3. Select Stop Auditing Bills on this Account.

When audits are turned off for an account this tag is visible.

Manage account audits

To configure audits at the account level to run differently from the system-level defaults. Any changes made here override the system settings for the account.

Steps to configure account-level audits

1. Open the account.
2. Click the Actions menu.
   
3. Select Manage Audits on the Account.
4. Adjust the settings for each audit as needed.
5. Click Save.

Restore to system defaults