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Oracle R12 iExpenses Super User
Oracle R12 iExpenses Super User Course Overview
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.
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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.
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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.
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This is a Oracle R12 iExpenses Super User course by Uplatz.
Oracle R12 iExpenses Super User
Oracle R12 iExpenses Super User Training Course
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
