πŸ“‘ Expense Audit Document in SiFi

πŸ“‘ Expense Audit Document in SiFi

SiFi makes audits easier by providing a comprehensive Expense Audit Document. This feature lets you download all expenses, reimbursements, and transfers in one audit-ready PDF file complete with receipts and transaction details.

πŸ“ What Is the Expense Audit Document?

The Expense Audit Document is a consolidated report that includes:

  • βœ… All expenses during the selected period

  • βœ… All reimbursements

  • βœ… All transfers

  • βœ… Attached receipts and supporting documents

  • βœ… Full transaction details (amount, type, date, status, description, budget, etc.)


It’s designed to give auditors, finance teams, and compliance officers everything they need in one place β€” no need to piece together multiple reports.

πŸ“₯ How to Download the Expense Audit Document

​

  1. Log in to your SiFi account.

  2. Go to the Reports section.

  3. Select Expense Audit Document.

  4. Choose the time frame you want to audit (e.g., monthly, quarterly, annually).

    • ⚠️ For best performance, we recommend selecting 3 months or less if you have a large number of transactions.

  5. Click Generate Report.

  6. The system will begin preparing your file.

    • If you have many transactions, it may take a few minutes.

  7. Once ready, go to the Download Center (in Reports or Profile menu).

  8. Click Download to retrieve your PDF.

🎯 Benefits of the Expense Audit Document

  • Audit-ready format β†’ All financial activity consolidated in one file.

  • Time-saving β†’ No need to export expenses, reimbursements, and transfers separately.

  • Compliant β†’ Includes receipts and detailed breakdowns required for audit trails.

  • Flexible β†’ Choose the time period you want (monthly, quarterly, annual, or custom).

  • Transparent β†’ Full visibility into every transaction, status, and receipt.

πŸ›‘οΈ Notes

  • Large reports may take longer to generate depending on the number of transactions.

  • The PDF format ensures receipts and transaction details are bundled together for easy archiving and sharing with auditors.

  • For internal analysis, you can still use CSV exports for expenses, reimbursements, and transfers separately.

πŸ’¬ Need help with audit reports? Contact support@sifi.sa or call 920031030.



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