Oracle R12 IExpenses Super User
Course
In London-City
Description
-
Type
Course
-
Location
London-city
The Oracle R12 iExpenses Super User course is suitable for delegates who are involved in preparing, auditing, approving and paying employee expense claims using Oracle R12 iExpenses. This includes finance personnel, IT support staff, contractors or Oracle functional implementers. 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 R12 iExpenses Super-User course, delegates will be able to explain the full iExpenses process and carry out the key transaction processing elements within it. Skills Gained The delegates will practise: To describe in overview the iExpenses processTo summarise the key set-up steps for iExpensesTo specify the key iExpenses ResponsibilitiesTo describe the key attributes of iExpenses Policy Schedules and make updates to themTo explain key points of Integration with other applicationsTo prepare and submit expense claimsTo explain and use the Expense claim approvals processTo describe and carry out Audit procedures and approvalsTo create invoices and suppliers from approved expense claimsTo explain and carry out Payables expense claim approvalsTo summarise Credit Card set up steps and describe the associated workflowTo describe iExpenses reporting options
Facilities
Location
Start date
Start date
About this course
Some previous experience with Oracle eBusiness Suite Financials applications would be useful but is not essential.
Reviews
Subjects
- Import
- Finance
- Credit
- Audit
- Staff
- Accounts
Course programme
Course Contents - DAY 1Course Introduction
- Administration and Course Materials
- Course Structure and Agenda
- Delegate and Trainer Introductions
- Overview of Oracle iExpenses
- 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
- 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
- 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
- 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
- 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
- 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
Oracle R12 IExpenses Super User