Reconciliation and payment risk
Do reconciliation differences, a cash shortfall and duplicate-payment clues point to the same risk?
Explore case and packageFinance & governance · Synthetic business case
Expense review and reporting checks
Can the attachments, invoice records and reported figures for an expense claim be reconciled?
Start from supplied attachment-recognition results and invoice records, then connect review rules, risk clues and reporting checks.
For · Expense accounting, shared finance services and internal control
Your path after importing
Follow the process. Check each step.
This is a walkthrough for the product. The page describes the case; calculations and business actions run inside your DataFocus project.
- 01
Inspect the business records
Inspect a sample expense claim and the supplied attachment-recognition results and invoice records.
- 02
Analyze and check the evidence
Analyze amounts, invoices and review rules, checking source policies and reporting results.
- 03
Change an input and recalculate
Edit the current expense source data and recalculate to inspect the revised review recommendation.
- 04
Review actions and their records
Have an authorized user confirm the response and inspect review tasks, query records and receipts.
Business context
Bring data, knowledge and actions together.
Use these business objects to understand the case. After importing, inspect the fields, relationships and rules, then adapt them to your work.
- Expense claims
- Attachment-recognition results
- Invoice register
- Review rules
- Reporting checks
View package resources45 resources
- Business panels
- 1
- Documents
- 6
- Execution definitions
- 1
- Forms
- 13
- Knowledge resources
- 1
- Ontologies
- 1
- Relationships
- 9
- Tables
- 13
From a demo to your business
Bring a concrete question to the next conversation.
Confirm these differences before choosing the data to connect and the rules to retain. Example data and objects do not automatically connect to your production systems.
- Prepare mappings among expense, attachment and invoice identifiers.
- Confirm expense policies, duplicate checks and report metric definitions.
- Integrate OCR and external invoice verification separately; the package supplies synthetic results.