Managing and Submitting Expenses

Submitting expenses has never been easier

In this course, we'll take you through how to get the expenses feature set up within your site and provide you will a full understanding of the expense submission process in Oak. We'll follow the journey of an expense claim though the submission process, covering all the possibilities as well as exploring the mobile experience

Delivered in an online setting, the topics are split into easy to digest chapters with lessons about 5 mins in length. This course will teach you everything you need to know to start utilising the expenses feature.


The core elements of this course include...

  • Feature Benefits

    Explore the possible benefits for using the expenses feature within your intranet

  • Security Permissions

    Control who is able to do what within the expenses feature, from who can submit claims to those trusted to do the set up

  • Feature Set-Up

    We'll cover ensuring you have the right currencies, purchase methods, categories, cost centres to determining the roles and responsibilities for the claim submission process

  • Claim Submission

    Learn how to submit claims and edit claims which get rejected ready for resubmission

  • Approval Process

    Explore the two-step approval process from manager (first line) approval to finance (second line) approval

Checklist

Include a list of items to support the central theme of your page. Bulleted lists are a great way to parse information into digestible pieces.

  • 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

Course Overview

  • 1

    Welcome

    • Welcome to Managing and Submitting Expenses

    • How to interact with this course

    • Course objectives

    • Finding the actions menu
  • 2

    Configuring the expenses application

    • 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

  • 3

    The expense process

    • 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

  • 4

    Further learning

    • Visit the Oak Knowledge Base
  • 5

    How did we do?

    • Before you go...

    • Help us improve by sharing your thoughts...