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Copyright 2004, 2007, Oracle. All All rights rights reserved. reserved.
Objectives
After completing this module, you should be able to do the following: Define Oracle Internet Expenses and its advantages Describe the expense reporting process, methods, and features Describe the product features Identify the workflow processes Describe product integration (overview)
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Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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Overview
Oracle Internet Expenses: A self-service application for employees to manage expense reports online
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Privacy Statement
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Oracle Internet Expenses is a tool that helps meet top management goals.
Controls cost and errors Improves employee productivity
Accessible anywhere
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Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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The Expense Report Import Program converts expense reports created in the following applications into Payables invoices: Payables Internet Expenses Oracle Projects
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Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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Expense Management
Expenses Home
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Expense Management
Expense Reports
Create New Expense Report Import Spreadsheet Expenses Export Save Search
Advanced Search
Expenses Preferences
Field Default Preferences
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Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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Using a standard web browser Standard method of entering expense reports Access to corporate intranet and Internet Expenses
Using a wireless mobile device Web-enabled phone Pager PDA: Palm Pilot, Pocket PC, others
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Employees use corporate credit cards for travel and other purchases
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Does not initially require access to your corporate intranet or Internet Expenses Ideal when traveling or away from the office Enter expenses in an Excel spreadsheet template and upload it to Internet Expenses later
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Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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Designating Approvers
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Entering Foreign Currency Expenses Enter exchange rate Default exchange rate
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Itemizing receipts
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Ad Hoc Reporting
Use Oracle Discoverer to develop ad hoc reports
Oracle Discoverer
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Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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Descriptive Flexfields
Descriptive Flexfields Fields used to collect required expense information Set up descriptive flexfields Map them to defined expense types
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Product Features
Multiple Expense Templates
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Product Features
Missing Receipts
Receipt status remains required
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Product Features
Enter refunds Report refund on previous expense Apply refund to other expense
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Product Features
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Product Features
Client Extensions
Provided to extend functionalities
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Product Features
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Product Features
Expenses Workflow Process Defines business processes for expense-related tasks Handles manager and AP approval process Customized process definitions Contact Us Enables end users to contact your help desk
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Product Features
Expense Line Drill Down in Workflow Notifications Drill down to expense details Provides additional information to managers for effective decision-making
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Locations Setup
Set up locations in rate and policy schedules
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Audit Management
Expense report listings Currency/exchange rate All Verified shortcut Quick and advanced search Shared service center support
Audit Automation
Automate expense report processes related to audit
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Product Features
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Product Features
Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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Workflow Processes
Expenses Workflow
Defines the expense report review and approval process Initiated by expense report submission in OIE May split expense reports to multiple reports
Aging Credit Card Transactions Inactive Employee Transactions Payment to Card Issuer Payment to Employee Process Invalid Credit Card Transactions Process Unassigned Credit Cards Unapproved Expense Report Unused Credit Card Transactions
Copyright 2007, Oracle. All rights reserved.
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Expenses Workflow Server Side Validation process Manager (Spending) Approval process Accounts Payable Approval process Short Pay Unverified Receipt Items Process Bothpay Process Rejection Process
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Agenda
Overview Expense Reporting Process Expense Management Expense Reporting Methods Expense Reporting Features Product Features Workflow Processes Product Integration Overview
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Oracle Projects integration helps employees enter projectrelated information when creating expense reports
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Oracle Grants Accounting integration helps employees enter award information and collect award reimbursement
Oracle
Internet Expenses
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Oracle
Internet Expenses
Oracle Approvals Management integration helps build expense report approval rules based on header or line data
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Oracle Payables
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Summary
In this module, you should have learned how to: Define Oracle Internet Expenses and its advantages Describe the expense reporting process, methods, and features Describe the product features Identify the workflow processes Describe the Payables Invoice Import Program Describe product integration (overview)
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