04.03 Fusion Expenses

Fusion Expenses
Sreeni Devireddy
Platform Technology Solutions
Oracle Development
Copyright 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Internal/Restricted/Highly Restricted
Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole discretion of Oracle.
Agenda
1
Key Product Features
New Features Release 8
Implementation Considerations
Approvals
Demo
Agenda
1
Approvals
Demo
Expense Process
Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Expense Entry
Simplified expense entry

Delegate authority
Support cash advances
Supports project and
accounting allocations
Out-of-the-box imaging
integration
Mileage Expense Processing
Controls
Analysis
Fusion
Expenses
Approvals
Creation
Mobile Expense Entry

o Receipt capture
o Voice recognition
o Calendar integration
o Quick entry
o Submit expense lines
o Approve exp. report
o Submit exp. report
o Submit Corp. Card exp.

Expense Controls
Integrated Business Rules &

Policies
Controls
o Approvals
o Audits
o Receipt management
Analysis
Fusion
Expenses
Creation
o Corp. card integration
o Policy Compliance for

Gift and Entertainment
expenses.
Approvals

Analysis & Approvals
Controls
Spend Analysis using

embedded intelligence by
employee
Itemized expense
allocations for detailed
reporting
Keyword search via Oracle
Secured Enterprise Search
(SES)
Unique approval routing for

project/cost center expenses
Analysis
Fusion
Expenses
Creation
Embedded transactional
intelligence guides approvers
decision
Business rules to automate
approvals and audits
Approvals
Agenda
1
Approvals
Demo
10
New Features
Release 8
Expense Report Auditing Before Manager Approval

Mileage Expense Processing to reimburse the use of personal vehicles
Expense Processing for Inactive Employees
Business Unit-Specific Printable Expense Report Formats
Agenda
1
Approvals
Demo
12
New Features
Release 9
Travel Integration with GetThere

Centrally billed Travel Card Support (commonly referred to as Ghost Cards)
Third Party Payments

Integrated Booking Access from Expenses
Book business travel seamlessly in GetThere directly from Oracle Fusion Expenses
Travel Itinerary Import

Import travel itinerary data automatically from your travel partner booking site
Travel Data Administration

Review and resolve issues with travel integration and travel itinerary data imported
from your travel partner site(s)
Employee Trip Management

Provide a mechanism for the employee to manage trip details and ensure an accurate
representation of intended business trip expenses

Automatic Trip Expense Report Creation
Enable automatic creation of expense reports based on a trip
Highlight Questionable Travel Expense Issues

Provide approver and auditor visibility of variances between booked and expensed
amounts, booking policy violations and booking justifications

Centrally Billed Travel Cards

Third Party Payments
Agenda
1
Approvals
Demo
27
Enable Payment Method
Controls whether the user can select a payment method in an expense report.
Enable Terms and Agreements

Controls whether user will be required to check the I have read the company
policies checkbox before submitting an expense report.
Display Bar Code

Controls whether bar code will be displayed on the expense confirmation page.
Allow Reimbursement Currency Selection

Controls whether users are allowed to choose their own reimbursement currency
during expense entry
Enable DFF
Controls whether header level DFFs are displayed on the expense report
Enable Report Number Prefix

Controls the prefix value for expense report number
Employee Liability Account

Controls whether to use employee
Fusion Mobile Expenses

You do not need to use VPN for Cloud implementations.
However, for on-premise deployments you may need to use a VPN solution
Expense Report Approvals
Receipts Required Before Approval: Controls whether receipt image needs to be
received before approval process begins.
Enable Payment Notification to Employee: Controls whether employee will receive a
notification when card issuer is paid, employee is paid or both.
Resources
https://cloud.oracle.com/saasreadiness/erp
31
Fusion Mobile Expenses YouTube Video

http://www.youtube.com/watch?v=TeHpxYl6xPA
32
Other Fusion Documentation
http://docs.oracle.com/cd/E48434_01/nav/financials.htm
Other Fusion Documentation
https://fusionhelp.oracle.com/
Fusion Cloud Documentation
https://docs.oracle.com/cloud
Agenda
1
Approvals
Demo
36
Approvals
The expense approval flow contains the following predefined rule sets:
Approval by supervisor based on report amount
Approval by project managers (parallel & serial)
Approval by cost center owners (parallel & serial)
Approval by a specialist based on expense types (parallel & serial)
Approval Rules for Delegated Expense Reports

Approval by expense report owner
Start Approval with Owner's Manager
Start Approval with Preparer's Manager
Agenda
1
Approvals
Demo
38
Demo
Employee belongs to Operations US Department
Expense Account : 3888-110-58430-3888
Operations US
Cost Center : 110 & Line Manager : Casey Brown
Support Center US
Cost Center : 210 & Manager : James Seller
Global Information Technologies

Cost Center : 220 & Manager : Kerry Lane

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Fusion Expenses

Safe Harbor Statement

Key Product Features

New Features Release 8

New Features Release 9

Key Product Features

New Features Release 8

New Features Release 9

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Key Product Features

Simplified expense entry

Mobile Expense Entry

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Key Product Features

Integrated Business Rules &

o Corp. card integration

o Policy Compliance for

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Key Product Features

Spend Analysis using

Unique approval routing for

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Key Product Features

New Features Release 8

New Features Release 9

Expense Report Auditing Before Manager Approval

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

Key Product Features

New Features Release 8

New Features Release 9

Travel Integration with GetThere

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere

Travel Itinerary Import

Travel Data Administration

Employee Trip Management

New Features Release 9

Travel Integration with GetThere

Highlight Questionable Travel Expense Issues

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere

Copyright 2014, Oracle and/or its affiliates. All rights reserved. |

New Features Release 9

Travel Integration with GetThere