Oracle R12 iExpenses Super User

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