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Oracle IExpenses Super User

The Oracle iExpenses Super User course is suitable for delegates who are involved in preparing, auditing, approving and paying employee expense claims using Oracle iExpenses. This includes finance personnel, IT support staff, contractors or Oracle functional implementers.

The delegate will learn and acquire skills as follows:

  • To describe in overview the iExpenses process
  • To summarise the key set-up steps for iExpenses
  • To specify the key iExpenses Responsibilities
  • To describe the key attributes of iExpenses Policy Schedules and make updates to them
  • To explain key points of Integration with other applications
  • To prepare and submit expense claims
  • To explain and use the Expense claim approvals process
  • To describe and carry out Audit procedures and approvals
  • To create invoices and suppliers from approved expense claims
  • To explain and carry out Payables expense claim approvals
  • To summarise Credit Card set up steps and describe the associated workflow
  • To describe iExpenses reporting options

Who will the Course Benefit?

This training course will benefit anyone who needs to use the iExpenses application, whether to make a claim, approve or audit it or import it to Payables  for further approval, validation and payment. This will include Accounts Payables teams, managers with a regular requirement to make and / or approve claims,  together with finance and IT staff.  Note that procedures for processing expenses incurred using a corporate procurement card or credit card are covered in  overview only and there are no Workshop practices for this topic.

Learning Objectives

Course Objectives

By the end of this Oracle iExpenses Super-User course, delegates will be able to explain the full iExpenses process and carry out the key transaction  processing elements within it.

Pre-Requisites

Requirements

Some previous experience with Oracle eBusiness Suite Financials applications would be useful but is not essential.

Follow-On Courses

  • Oracle Accounts Payable
  • Oracle iProcurement Super User
Notes:
  • Course technical content is subject to change without notice.
  • Course content is structured as sessions, this does not strictly map to course timings. Concepts, content and practicals often span sessions.

Course Content

Course Introduction

  • Administration and Course Materials
  • Course Structure and Agenda
  • Delegate and Trainer Introductions

Session 1: OVERVIEW OF ORACLE iEXPENSES

  • Overview of Oracle iExpenses

Session 2: REVIEW OF KEY SET-UP STEPS

  • Set up steps in iExpenses
  • Set up Policy Schedules
  • Set Up Expense Report Templates
  • Set up Locations
  • Select Operating Units
  • Configure MS Excel Expenses Spreadsheet template
  • iExpenses Responsibilities
  • Set up steps in Payables
  • Set up steps in Oracle HR
  • Set up steps in Systems Administration

Session 3: iEXPENSES FOR THE EMPLOYEE

  • Making an Expense Claim
  • Making an Expense Claim using a Spreadsheet
  • Spreadsheet Import and Export
  • Submit an Expense Claim
  • Update, Duplicate or Withdraw an Expense Claim
  • View and Respond to Workflow Notifications
  • Expenses Entry Delegations
  • Expenses Entry Permissions
  • Reimbursements Search
  • Workshop practices

Session 4: iEXPENSES FOR THE APPROVER

  • Overview of Approvals Management Engine (AME)
  • View and Respond to Notifications
  • Grant Worklist Access and Define Vacation Rules
  • Overview of Expenses Approval Workflow
  • Initiate Deferred Workflow processes
  • Workshop Practices

Session 5: iEXPENSES FOR THE AUDITOR

  • Overview of key Audit set ups
  • Audit Rules, Lists and and List Rule Sets
  • Audit Reasons
  • Audit Expense Reports
  • Manage Expense Reports
  • Auditor Set Up
  • Manage Auditor Workload and Redistribute work
  • Export Expense Reports
  • Receive Receipts Package
  • Workshop Practices

Session 6: iEXPENSES FOR PAYABLES

  • Export Expense Reports
  • Review Payables Options
  • Enquire on an Expense Report
  • Expense Report Payables Approval
  • Validate an Invoice for an Expense Report
  • Supplier accounts for Employee Expenses
  • Workshop Practices

Session 7: OVERVIEW OF CREDIT CARDS

  • Review of Credit Card programs
  • Review of Employee Matching Rules
  • Review of Credit Card Expense Type mapping
  • Review of Credit Card process flows
  • Overview of Credit Card workflow
  • NB: No Workshop Practices are provided in this Session

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