Expense Changes
Overview
Expense changes are audit events related to expense records inside RISE CRM.
What this feature does
They help administrators review who created, updated, or deleted expense entries where supported.
Why it is useful
- Expenses can affect internal reporting.
- Expense deletions or edits may need review.
- Expense audit trails help finance teams verify internal records.
Who should read this?
Finance Manager, RISE Admin, System Owner.
Where to find it
Rise Audit Pro → Finance Audit Trail, or Activity Log filtered by expense entity.
How to use it
- Open Finance Audit Trail.
- Filter by expense entity.
- Review created, updated, or deleted expense events.
- Open details or diff where available.
- Add notes if the change needs follow-up.
Example workflow
An expense amount is edited after approval. The finance manager reviews the expense change event and confirms whether the update was authorized.
Screenshot
Screenshot required
Capture from: Rise Audit Pro → Finance Audit Trail → Expense events
Capture from: Rise Audit Pro → Finance Audit Trail → Expense events
Common mistakes
- Ignoring expense updates because they are smaller than invoices.
- Not reviewing deleted expense events.
- Assuming every expense change has complete field-level diff data.
Related articles
- Updated Events Explained
- Deleted Events Explained
- Finance Diff Viewer
