Audience :

  • Business Analysts
  • Expense Auditors
  • Implementation Team Members
  • Operations Analysts
  • Operations Managers
  • System Administrators

Objectives :

  • How to configure policies for conversion rates, expenses, and global per diems
  • How to create expense templates
  • How to configure receipt management
  • How to manage cash advances
  • How to create and enter expense items using the Expenses work area, spreadsheets, and mobile devices
  • How to manage delegates authorized to enter and manage your expense reports
  • How to configure rules for expense report approval
  • How to manage options for expense report payment requests
  • Understand how expense report reimbursement functionality can integrate with third-party applications
  • How to configure settings for expense report auditing
  • How to manage an auditing list and perform audit actions
  • How to configure settings for missing or overdue