As part of your role, you need to audit the team's purchases once a month. This involves reviewing all purchases on the Audit Dashboard and making sure that they're legitimate purchases that the team made (a.k.a. match what we expect). DO NOT assume that they will be correct - mistakes have happened in the past, and it's your job to correct catch them!
Performing An Audit
- Log into the Audit Dashboard
- At the top-right, make sure that "Engineering → Audit Dashboard" is your current dashboard (click it!)
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- On the "Filters" on the left, apply the following filters in order (otherwise, they may not show up!)
- Organization: "S - Engineering Project Teams"
- Month: Check all the months since the last audit (ideally just one, but maybe do the one before as well, just to make sure you don't miss any transactions)
- Acct and Name: "E208017 - Custom Silicon Systems (C2S2) Shen Proj"
- If you don't see this, you likely haven't been registered as an auditer auditor for the team - contact Project Team staff
- Once you've selected all the filters, hit "Apply" at the bottom
You should now see all of C2S2's transactions ! for the selected months. They should have a helpful description next to them indicating what the transaction was for (somewhat depending on how the transaction occurred). They should also come with a date on which the transaction occurred, and a brief description of who made the purchase and the vendor
- Review all of the listed transactions in "Transaction Review", to make sure they're legitimate
- You don't need to leave comments on the individual transactions, and probably shouldn't; they get forwarded to the Business Service Center on a weekly basis, so if no comment is needed for them to review, just leave it blank
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From this point on, we assume that all transactions are legitimate ones that the team has made. If this isn't the case, instead stop this tutorial. Leave a comment on the transaction briefly explaining why it is invalid. From there, you can contact Project Team staff (the best contact is likely Kate Reiter), or the Business Service Center (a previous contact has been Casey Inman, chi2@cornell.edu, the Project Teams Finance Liaison) |
- Once you've verified all of the transactions, scroll down to "Verify Your Review". In the row for C2S2, under "Transactions Verified?", change the "N" to a "Y". Click "Apply"
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