What's Covered

  • 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

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

    • Check your understanding - 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

    • Check your understanding - The expense process

  • 4

    How did we do?

    • Access further learning

    • Contacting Oak Support

    • We'd love your feedback!