JD Edwards EnterpriseOne Expense Management Rel 9.0 Self-Study Course

This course trains users on how to manage and control expenses using the JD Edwards EnterpriseOne Expense Management system. Students will learn how to configure the system to support effective expense management. This includes setting up and enforcing expense policies for improved cost control. In addition, students will learn how to set up workflow and distribution lists to expedite expense report approval and audits.

System configuration includes setting up employee profiles to streamline expense report entry. Students will learn different methods for entering expenses into the system. The course demonstrates how to use workflow, email distributions, and routing rules to control and accelerate approval and expense reimbursement processes.

Learn To:

• Manage expenses by using preferred vendors
• Track billable and non-billable expenses
• Optimize expense report entry
• Expedite expense report approvals and reimbursement
• Set up effective expense policies

Audience

• Application Developers
• Business Analysts
• Sales Consultants
• End Users

Course Topics Setting Up the Expense Management system

• Understanding the Expense Management Process
• Setting Up Expense Categories
• Setting Up Expense Policies
• Setting Up Audit Rules
• Setting Up Expense Account Mapping
• Setting Up Pay Type Mapping
• Setting Up Tax Mapping

Defining Employee Profiles

• Defining Group Profiles
• Setting Up Employee Profiles
• Setting Up Credit Card Information
• Setting Up Employee Authority

Setting Up Approval and Audit Workflow

• Setting Up Distribution Lists for Approval Workflow Routing
• Setting Up Expense Management Routing Rules

Entering Expense Reports

• Importing Expenses
• Using the Credit Card Interface
• Entering Expenses Manually

Approving Expense Reports Auditing Expense Reports Reimbursing Employee Expenses

• Running the Reimbursement Process
• Verifying Reimbursement

Course Objectives

• Enter expense reports
• Process expense reports
• Set up the JD Edwards EnterpriseOne Expense Management system