Employees can create expense items for cash and corporate card transactions and add them to a new expense report or an existing expense report.
For questions and further assistance regarding expense reports, please contact Accounts Payable at ap@wagner.edu. You can also contact Accounts Payable Manager, Lisa Matons or Accounting Analyst, Kristen Brennan if you have any further questions that are not resolved with this article.
1. Log into Oracle Applications Cloud with the user name and password shared with you.
2. From the Apps menu on your Oracle home page, click Expenses.
3. Click on Actions button and click on Create Report.
4. Enter the purpose of the expense report creation. Every expense report is made up of one or more expense items. Click on + Create Item option to create expense items under this expense report.
5. Select the expense type from list of values. Enter Amount and other fields for the expense item. The fields appear based on the selected Expense Type. Make sure to fill out all of the required fields marked by an asterisk.
If you have a receipt to accompany this request, make sure to add it into the attachments section on the right. If you do not have a receipt, check off Receipt Missing.
6. Once expense item is created, click on the Save and Close button in the upper right corner to close the item expense and return to the expense report.
7. At the top of the page an Expense Report Number is generated along with the amount.
8. Click Submit
Managing Delegates
A delegate is a person authorized to perform expense entry and management of your expense reports.
The manage delegates functionality in Oracle Fusion Expenses enables us to perform two different actions:
- Delegate another person to enter our expense reports.
- Enter expense reports for another person
To perform this action, please refer to the following directions:
1. Log into Oracle with your username and password.
2. Click on the three horizontal lines in the upper left corner of the screen. This is also known as the Navigator.
3. Press Me and from the menu, choose Expenses
4. Click on the Settings gear in the upper right hand corner of the page.
5. From the drop down menu, select Manage Delegates.
6. Click on “+” in the upper left corner
7. Select the name of the person delegated to perform the expense entry on behalf of the user.
Click Save and Close in the upper right corner.
