Travel & Expense Testing

This template covers some of the common tests related to travel and expense. It tests for timeliness, multiple approvers, non business related expenses, duplicates, and receipt compliance.

Input Requirements

• An employee expense listing sourced from your expense management system (Concur, Expensify, etc.).

• Parameters

  1. Receipt Threshold: Dollar amount above which an expense requires a receipt.

  2. Timeliness Threshold: Days in which an expense is posted and subsequently approved to be considered timely.

  3. Multiple Approval Threshold: Dollar amount above which you'd expect to see multiple approvers tagged to the expense.

  4. File Input Parameters

Output Expectations

• A population of expense listings tagged as passing or failing according to your multiple approver standards.

• A population of expense listings tagged as passing or failing according to your timeliness threshold.

• A population of expense listings tagged as passing or failing according to your receipt compliance standards.

• A population of expenses identified as non-business related expenses.

• A population of expenses identified as duplicates by ID and or amount.