About Financial Audit Agent

The Financial Audit agent provides accountants an efficient, automated, and accurate way to provide auditors with high volumes of audit sample requests within the procure-to-pay lifecycle.

The Financial Audit Agent includes these skills:

Audit Samples and Supporting Documents
Generate Compilation Package

These skills of the Financial Audit Agent enable you to:

Quickly and accurately retrieve supplier invoices and payments, along with their supporting documents.
Compile supported documents into an organized package for review and delivery, facilitating prompt audit information request response.

Financial Audit Agent now returns only the most recent 45 days of data in non-Production tenants. The agent returns no results for data older than 45 days in non-Production tenants. Workday recommends using a Production tenant to retrieve data that is older than 45 days.

Financial Audit agent users must have view and modify permissions on the

Audit: Audit Requests

domain in the Common Financial Management functional area.

To search for supplier invoices, agent users must have access to supplier invoice data through at least 1 of these domains:

Process: Supplier Invoice - Reporting
in the Supplier Invoice functional area.
Reports: Financial Compliance
in the Common Financial Management functional area.
Reports: Supplier Accounts
in the Supplier Invoice functional area.

To search for supplier payments, agent users must have access to supplier payment data through 1 of these domains:

Process: Settlement
in the Banking and Settlement functional area.
Reports: Supplier Payment
in the Supplier Accounts functional area.

The agent operates on-behalf of the initiator and:

Retrieves objects that the initiator has access to.
Retrieves all applicable supporting documents requested, without evaluation of the initiator’s security. However, the initiator’s security applies for viewing the supporting documents from the audit request results.
Has read-only access to the financial dataset.

Agent users can view:

All audit requests submitted by all users.
All audit request results but the results that display are determined by the user’s security access.

The Financial Audit agent currently only supports financial data in the accounts payable, procure-to-pay workflow, which includes supplier invoices and related documents. The agent doesn’t have access to Human Capital Management data.