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Expense Report Audit based on Keyword

Hi Team,

I got a requirement where we need to set up Audit based on specific keywords and amount criteria.

Example:

  • Keyword-based audit: “Gifts”
  • Amount-based audit: Expense reports greater than 50K

There are 2 scenarios:

  1. Expense reports containing the keyword
  2. Expense reports with an amount greater than 50K

If either of the above conditions is applicable, the expense report should go to the Auditor for approval. If both conditions are not applicable, then the Auditor approval should be skipped.

Could anyone share the list of tasks/configurations required for this setup?

Note:
I tried using Audit Selection Rules, but the behavior is not working as expected.

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