Managing and Submitting Expenses
In this course, you'll learn how to set up the expense feature and we'll then follow an expense claim on its journey through the submission process, covering all the possibilities.
Submitting expenses has never been easier
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Administrators: anyone who has day to day responsibility for ensuring your Oak Digital Workplace operates efficiently
Project Managers: for those who are new to Oak and have been given the responsibility for it's successful introduction into the business
Anyone looking to understand how to set up and manage expenses within your organisation
Anyone looking to understand the expense submission process
Welcome to Managing and Submitting Expenses
How to interact with this course
Course objectives
Finding the actions menu
The benefits of using the expenses feature
Enabling expenses
Setting security permissions for expenses
Adding currencies to your Oak site
Setting up cost centres
Application settings
Categories
Purchase methods
Terms and conditions
Roles and responsibilities
Expense reports
Key considerations
Key learning points
Knowledge check - Configuring the expenses application
Accessing expenses
Submitting an expense
Manager rejection and claim resubmission
Manager approval
Finance rejection and claim re-submission
Finance approval
Marking the expense as paid
Submitting an expense on mobile
Submitting an expense claim in multiple currencies
Key learning points
Knowledge check - The expense process
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