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A step-by-step guide to managing expense reports in oracle iexpense. It covers essential tasks such as creating, updating, and deleting expense reports, as well as viewing approval status. The guide also includes detailed instructions on itemizing expenses, entering mileage expenses, and submitting reports for approval.
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In this article, we will cover the below topics related to Oracle iExpense
Creating an Expense Report in iExpense: Creating an Expense report involves the below steps: Log into iExpense Responsibility Navigation: Expenses Home
In this page, you can enter the receipt based and Cash expenses. Specify the Receipt Date, Receipt Amount, Expense Type and Justification. Click the Details button to enter the Merchant details for the line. Click on Update to save and Return to go back to previous screen to continue further. Use “New Line” button to create a new line and “Remove Line” to remove the line.
Daily rate: Enter the rate per day for this item Number of Days: Indicate the number of days this daily rate was incurred. Receipt Amount: The system will reflect the receipt amount for this item. Click update to update the calculated amount after making any changes followed by Apply button to apply the changes made to the expense line and to return to the previous screen. Click Cancel to cancel all changes At the bottom of the above screen, you can see the calculations as below: Total Business Expenses: Total Amount on this page Personal Expenses: This would be the difference between Original Receipt amount and the Total Business Expenses from this page.
Once the details are entered, hit on the Calculate button below. This would calculate the reimbursable amount based on Mileage reimbursement policies.
Once you submit the expense report, you can find it under “Track submitted Expense reports” in the Expenses Home Page. View the Expense Report Status: The Report status indicates the status of the expense report. It can have the status as follows: Pending Manager Approval – The submitted expense report is waiting for the approver to approve. Pending Payables Approval – Approver has approved your report and has sent it on to Payables to approve the expense report. Pending Your Resolution – Informs you that you were sent a notification explaining the required action. Ready for Payment – Payables has approved the expenses and is preparing the reimbursement.
Paid – Reimbursement has been paid to you. Withdraw the Expense Report: You would want to withdraw an expense report if you need to make any corrections or delete it after submission. This can be done only if the expense report hasn’t been approved yet. To withdraw an expense report, go to the Expenses Report, under “Track submitted Expense Reports”, Click the Withdraw Icon next to the desired expense report you wish to withdraw. The following page will appear. Click on Yes to withdraw and the approver will be notified. Click on No to Cancel Withdraw. Once you withdraw the Expense Report, you can see it under “Update Expense Reports” in Expenses Home page. Update an existing Expense Report: To update an Expense report, click on the Update icon as shown below. Follow the instructions given under Create Expense report topic.
