Oracle IExpense Training

Prerequisites

• Basic Knowledge of Oracle E-Business Suite (EBS)
• Familiarity with Oracle Payables (Highly Recommended)
• Understanding of HRMS / Employee Setup
• Basic Accounting and Financial Processes

What Will You Learn

• What is Oracle iExpense / Internet Expenses, scope and benefits
• Overview of business problems solved (expense policy enforcement, automation)
• Setting up operating units, selecting expense report templates, expense fields, locations
• Integration with other modules (Payables, GL, HR)
• Tax calculation setup within iExpense (VAT, merchant fields, auto tax distribution)
• Reporting and audit of tax treatment within expense reports
• Expense report creation: receipt-based, per diem, mileage
• Attaching receipts, using spreadsheet uploads, editing, withdrawing reports
• Use of the “Approvals Management Engine” or workflow engine for routing
• Setting up audit rules: conditions, thresholds, holds, notifications
• Importing credit-card transaction data, matching to expense items
• Generating standard reports (submitted reports, invoices created, reports on hold, rejected reports)
• Dashboards and metrics for expense management performance