Oracle Financials R11 Upgrade. November 2016

Transcription

1 Oracle Financials R11 Upgrade November 2016

2 Oracle Upgrade Release 11 Approximately every six months, upgrades are made to Oracle Financials Cloud. This is based on feedback from customers to improve the functionality and overall user experience. CIMA benefits from these improvements and is able to contribute to defining what upgrades are made. For this particular upgrade the major change that affects you is to the look and feel of the Expenses homepage. It is different to what you will be used to. It is important to stress that the functionality of creating and submitting your expenses has not changed. The below slides will demonstrate the basic changes which allow you to navigate confidently around the Expenses Homepage. CIMA Oracle Financials Training 10 November

3 Topics covered in the Upgrade 1. Explaining the new look and feel of the Expenses homepage 2. Understanding and navigating around the homepage 3. Add Expense Item to a new expense report 4. Create a new Expense Report 5. Take the Product Tour 6. Adding an expense item to an existing expense report 7. Deleting an expense item from expense report 8. Manage Bank Accounts and Adding Delegates CIMA Title of presentation here 10 November

4 1. Explaining the panels in the homepage There are now three boxes (known as infotiles) displayed on the homepage 1. Expense Items this box indicates items not yet added to an expense report (now split between cash and credit card items) 2. Expense Reports this box indicates how many reports are either Saved, In Progress or In Approval stage 3. Approvals if you are a line manager, this box will indicate how many reports require approval CIMA Oracle Financials Training 10 November

5 2. Navigating between each panel (Expense Items, Reports and Approvals) The box that is outlined in blue indicates which area you are currently viewing. In the example below, the box Expense Items is outlined in blue. The number 3 is underlined represents the credit charges displayed underneath. CIMA Oracle Financials Training 10 November

6 3. Add Expense Item to a new expense report In the below example Expense Items is selected. The number 3 is underlined represents the 3 expense items listed underneath. Select all three line items and then click on Add to Report CIMA Oracle Financials Training 10 November

7 4. Create a new Expense Report There are two ways to create a brand new expense report. Click on the Actions button on the right hand side and select Create Expense Report CIMA Oracle Financials Training 10 November

8 4. Create a new Expense Report Click on the Actions button on the right hand side and select Take the Product Tour CIMA Oracle Financials Training 10 November

9 5. Take the Product Tour 2. Click on the Actions button on the right hand side and select Take the Product Tour. This will take you to the below screen, allowing you to access most features within Expenses. This page will also enable you to do other functions within expenses as well as review the Oracle expenses video. Some of the items in the video are not available to CIMA CIMA Oracle Financials Training 10 November

10 6. Adding an expense item to an existing expense report Once you have started your expense report, to add expense items to your claim, click on the + icon under Expense Items CIMA Oracle Financials Training 10 November

11 7. Deleting an expense item from expense report If you need to delete an expense item from your report, click on the line item you wish to delete. This will become highlighted. Click on the X button on the right hand side and this will delete the line. CIMA Oracle Financials Training 10 November

12 8. Manage Bank Accounts and Adding Delegates To manage your bank accounts or add delegates to enter expenses on your behalf, click on the Tasks icon selection. and select on the appropriate You can also do this via Product Tour > please refer to page 9 CIMA Oracle Financials Training 10 November

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