How does the Audit Spend section work and what can I do there?
The Audit spend section provides a comprehensive overview of the spend and savings using the Optimise Audit feature through charts and tables. Customers can set-up automatic disputes or send manual disputes to the provider for any shipments where a potential contract or leakage breach has been identified through this section of the software.
🔎 Please refer to the following section for more articles on Audit including an introduction and how it works.
The Audit spend section is split into the following sections:
Results
The results tab displays charts which provide a snapshot overview of spend, processed and pending disputes including provider specific spend alert and credit details.
Process spend alerts
Once the software has run the applicable audit checks and generated spend alerts, these will appear in this section of the software. The default view is for all New spend alerts only, however the following additional filter options are available:
[dispute] Type
Provider
Invoice number
Account [billing] country
Amount [min to max]
Invoice date
Status
🔎 Please refer to the article How to see the output of audit for more information on the charts and how to archive spend alerts.
Breach disputes
When a breach dispute has been created (manually or automatically), they will appear in draft status in this section. All status' options include:
Draft = the initial status prior to sending the spend alert to the provider
Disputed = the spend alert has been sent to the provider, messages/emails may be sent back and forth during this status.
Resolved = the spend alert has been accepted by the provider, primarily through a credit note or replacement invoice.
Cancelled = the customer and provider have agreed to cancel this dispute.
Leakage actions
When a leakage action dispute has been created (manually or automatically), they will appear in draft status in this section. All status' options include:
Draft = the initial status prior to sending the spend alert to the provider
In progress = the spend alert has been sent to the provider, messages/emails may be sent back and forth during this status.
Resolved = the spend alert has been accepted by the provider, primarily through a credit note or replacement invoice.
Cancelled = the customer and provider have agreed to cancel this dispute.
Settings
Customer admin and Optimise users will have the option to create automatic default disputes, provider specific disputes and/or account specific disputes by clicking on the Settings link in the top right-hand corner.
🔎 Please refer to the article Creating breach disputes for more information on creating manual and/or automatic disputes.