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Oracle Financials Basics

Using Oracle Financials Home

Enhanced Table Icons and Functions

Expense Requests Basics

Determine Transaction Type for New Transaction

Use Expenditure Type Mapping Tool

Expense Report

click to show more/lessCreate New Expense Report for an SU Payee (Faculty, Staff, or Student)

Copy and Paste Expense Lines from Excel

Advance

Guidelines for Use of Advance Categories

Create Advance Request

Clear an Advance

Return Unused Advance Funds

Non-PO Payment

Guidelines for Use of Non-PO Payment Categories

Determine If Non-PO Payment Is for a Foreign Expense

Create New Non-PO Payment Request – Single Payee

Create New Non-PO Payment Request – Multiple Payees

Manage Travel Card (TCard) Charges

View and Organize Outstanding TCard Charges

Manage TCard Charge Aging

View TCard History

Record a TCard Charge in Dispute

Reconcile a Disputed TCard Charge

Foreign Expenses

Guidelines – Foreign Expenses

Create Foreign Expense Report for SU Payee

Create Foreign Expense Report for Non-SU Payee

Paying Human Subjects

Overview – Paying Human Subjects

For Petty Cash Custodians

Replenish Petty Cash

Other Instructions for Petty Cash Custodians

Workflow for Preparers

Use Workflow Notifications

Handle Rejected / Returned Transaction

Workflow for Transaction Approvers

Approve / Request More Info / Reject an Expense Report, Advance, or Non-PO Payment

Review / Approve Escalated Expense Requests and PCard Transactions

Use Vacation Rules (Redirect or auto-respond to Notifications)

Manage Access to Your Worklist by Others (Specify user that can view and act upon your notifications)

Supplier / Payee Setup

About Supplier / Payee Records and the Supplier / Payee Portal

Make a Supplier / Payee Request

View Pending Supplier / Payee Requests

Complete a Supplier / Payee Request for Confidential Information (Secure Portal)

 

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