04.03 fusion expenses

8/16/2019 04.03 Fusion Expenses

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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Fusion Expenses

Sreeni DevireddyPlatform Technology SolutionsOracle Development

Oracle Confidential – Intern


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Safe Harbor StatementThe following is intended to outline our general product direction. It is inteninformation purposes only, and may not be incorporated into any contract.commitment to deliver any material, code, or functionality, and should not in making purchasing decisions. The development, release, and timing of anfunctionality described for Oracle’s products remains at the sole discretion



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Agenda

Key Product Features

New Features – Release 8


Implementation Considerations

Approvals

Demo

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Expense Process


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Key Product FeaturesExpense Entry

Analysis

Controls

Creation

Approvals

FusionExpenses

Simplified expense entry

Delegate authority

Support cash advances

Supports project and

accounting allocations

Out-of-the-box imaging

integration

Mileage Expense Processing

Mobile Expense Entry

o Receipt capture

o Voice recognition

o Calendar integration

o Quick entry

o Submit expense lines

o Approve exp. report

o Submit exp. report

o Submit Corp. Card exp.

http://www.youtube.com/watch?v=TeHpxYl6xPAhttp://www.youtube.com/watch?v=TeHpxYl6xPA


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Key Product FeaturesExpense Controls

Analysis

Controls

Creation

Approvals

FusionExpenses

Integrated Business Rules &

Policies

o Approvals

o Audits

o Receipt management

o Corp. card integration

o Policy Compliance for

Gift and Entertainment

expenses.


9/40Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Key Product FeaturesAnalysis & Approvals

Analysis

Controls

Creation

Approvals

FusionExpenses

Spend Analysis using

embedded intelligence by

employee

Itemized expense

allocations for detailed

reporting

Keyword search via Oracle

Secured Enterprise Search

(SES)

Unique approval routi

project/cost center exp

Embedded transaction

intelligence guides app

decision

Business rules to auto

approvals and audits


10/40Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Agenda





Approvals

Demo

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New FeaturesRelease 8

• Expense Report Auditing Before Manager Approval

• Mileage Expense Processing to reimburse the use of personal

• Expense Processing for Inactive Employees

• Business Unit-Specific Printable Expense Report Formats


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Agenda





Approvals

Demo

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New FeaturesRelease 9

• Travel Integration with GetThere

• Centrally billed Travel Card Support (commonly referred to as G

• Third Party Payments


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New Features – Release 9Travel Integration with GetThere

• Integrated Booking Access from Expenses

– Book business travel seamlessly in GetThere directly from Oracle Fusion

• Travel Itinerary Import

– Import travel itinerary data automatically from your travel partner boo

• Travel Data Administration

– Review and resolve issues with travel integration and travel itinerary dafrom your travel partner site(s)

• Employee Trip Management

– Provide a mechanism for the employee to manage trip details and ensurepresentation of intended business trip expenses


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• Automatic Trip Expense Report Creation

– Enable automatic creation of expense reports based on a trip

• Highlight Questionable Travel Expense Issues

– Provide approver and auditor visibility of variances between booked anamounts, booking policy violations and booking justifications


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New Features – Release 9Centrally Billed Travel Cards


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New Features – Release 9Third Party Payments


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Agenda





Approvals

Demo

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• Enable Payment Method

– Controls whether the user can select a payment method in an expense

• Enable Terms and Agreements – Controls whether user will be required to check the “I have read the co

policies” checkbox before submitting an expense report.

• Display Bar Code

– Controls whether bar code will be displayed on the expense confirmati

• Allow Reimbursement Currency Selection

– Controls whether users are allowed to choose their own reimbursemenduring expense entry


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• Enable DFF

– Controls whether header level DFFs are displayed on the expense repo

• Enable Report Number Prefix – Controls the prefix value for expense report number

• Employee Liability Account

– Controls whether to use employee

•

Fusion Mobile Expenses – You do not need to use VPN for Cloud implementations.

– However, for on-premise deployments you may need to use a VPN solu


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• Expense Report Approvals

– Receipts Required Before Approval: Controls whether receipt image ne

received before approval process begins. – Enable Payment Notification to Employee: Controls whether employee

notification when card issuer is paid, employee is paid or both.


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Resources


https://cloud.oracle.com/saasreadiness /erp


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Fusion Mobile Expenses YouTube Video


http://www.youtube.com/watch?v=TeHpxYl6xPA

http://www.youtube.com/watch?v=TeHpxYl6xPAhttp://www.youtube.com/watch?v=TeHpxYl6xPA


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Other Fusion Documentation• http://docs.oracle.com/cd/E48434_01/nav/financials.htm

http://docs.oracle.com/cd/E48434_01/nav/financials.htmhttp://docs.oracle.com/cd/E48434_01/nav/financials.htm


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Other Fusion Documentation• https://fusionhelp.oracle.com/

https://fusionhelp.oracle.com/helpPortal/?_afrLoop=960411811009347&_afrWindowMode=0&_afrWindowId=null&_adf.ctrl-state=10gf1ybij1_1https://fusionhelp.oracle.com/helpPortal/?_afrLoop=960411811009347&_afrWindowMode=0&_afrWindowId=null&_adf.ctrl-state=10gf1ybij1_1https://fusionhelp.oracle.com/helpPortal/?_afrLoop=960411811009347&_afrWindowMode=0&_afrWindowId=null&_adf.ctrl-state=10gf1ybij1_1https://fusionhelp.oracle.com/helpPortal/?_afrLoop=960411811009347&_afrWindowMode=0&_afrWindowId=null&_adf.ctrl-state=10gf1ybij1_1


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Fusion Cloud Documentation • https://docs.oracle.com/cloud

https://docs.oracle.com/cloud/latest/https://docs.oracle.com/cloud/latest/https://docs.oracle.com/cloud/latest/


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Agenda





Approvals

Demo

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Approvals

• The expense approval flow contains the following predefined ru

– Approval by supervisor based on report amount

– Approval by project managers (parallel & serial) – Approval by cost center owners (parallel & serial)

– Approval by a specialist based on expense types (parallel & serial)

• Approval Rules for Delegated Expense Reports

– Approval by expense report owner

– Start Approval with Owner's Manager

– Start Approval with Preparer's Manager

•


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Demo

• Employee belongs to Operations US Department

– Expense Account : 3888-110-58430-3888

• Operations US

– Cost Center : 110 & Line Manager : Casey Brown

• Support Center US

–

Cost Center : 210 & Manager : James Seller• Global Information Technologies

– Cost Center : 220 & Manager : Kerry Lane


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04.03 fusion expenses

Documents