5/22/2019 iExpense Implementation Steps

LOGIN REGISTER

HOME TRAININGS FUSION BLOG EBS BLOG

AUTHORS CONTACT US

Oracle Gold Partners, our very popular training

packages, training schedule is listed here
Designed by Five Star Rated Oracle Press Authors & Oracle ACE's.

Click here to raise Support Ticket. Get

SEARCH COURSES

Search Packages / Online Trainings Search Trainings

Online
PRASAD PARMESWARAN SEARCH
TRAININGS

IEXPENSE IMPLEMENTATION
Search Packages / Onlin
STEPS Search
Trainings

https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 1/9
5/22/2019 iExpense Implementation Steps

Details 
Category: Prasad Parameswaran

Published: 11 June 2008 FULLY

VERIFIABLE
TESTIMONIALS

Vote 5   Rate

Like 0 f Share Tweet

Share

In this article i have given a broad outline of the setups to be done for
iExpense implementation ,this may vary depending on the ORACLE FUSION
TRAINING
requirements for your implementation
This was a great cla
knowledge is very good
want to Thank her fo
enthusiasm in teachin

Read Full

Mad

https://www.linkedin.com

All Testimonial
1) Set the tax Codes to be Uses in iExpenese

Payables - > Setup- > Tax - > Codes

APPS2FUSION -
EVENT LIST

<<  May 2019  >>

 Mon  Tue  Wed  Thu  Fri  Sat  S
2) Set the Hierarchy for Tax Code Defaulting
      1   2   3   4
Payables - > Setup- > Options - > Payables   6   7   8   9 10 11

13 14 15 16 17 18
Here template mean expense template .
20 21 22 23 24 25

27 28 29 30 31  

https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 2/9
5/22/2019 iExpense Implementation Steps

Search ...

Search

3) For Project based expenses set the Expenditure type to be

used in iExpense

Project ->Setup - >Expenditures - > Expenditure Type ENQUIRE FOR

TRAINING
To use a expenditure type it has to be assigned to Expenditure type
class of "Expense Reports"

4 ) Payables Manager: Setup > Options > Financials

Expense Clearing Account ->This will be a default liability account for

iExpenses expenses reports imported into Oracle Payables

5) Payables Manager: Setup > Options > Payables

Internet Expenses users can specify a reimbursement currency that is

different from your company functional currency only if Oracle

https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 3/9
5/22/2019 iExpense Implementation Steps

Payables is set up for multiple currencies

Email *
6) Payables - > Setup - > lookup - > Purchasing
First Name *

Last Name *

Country *
7) Setup the signing limits

Mobile *
Paybles - > Employees- > Signing Limits

Training of your
Expense Report goes to the Person defined here based on the
interest *
cost center and the signing limit for approval
Enter your inquiry *

8 ) Setup Employee as suppliers

* required information

For security purposes, please

numbers you see below.

9)

Create Expense Templates

Paybles - > Setup - >Invoice - > Expense Report Templates

Define Expense Items and assign then to Expense categories and

for project based expense assign them against the project
expenditure type . You can define policy and assign the policy
schedule here and , dictate if justification is always mandatory or
only with the policy violations . Default GL Accounts to ease the
data entry for the users .

https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 4/9
5/22/2019 iExpense Implementation Steps

10)

Paybles - > Setup - > Options -> Payables

ARTICLES

 Apps2Fusion
Articles

Set the Default Expense Template to be Used here , and mention

if the prepayment can be applied against expense report by GET EMAIL
checking the apply advances check box . UPDATES

11 ) To Show project and task on iExpense , do the changes in AK

Developer and enable the node display . Enter your email addre

Subscribe

Powered by Google
12) Log on to Internet Expenses Setup and Administration FeedBurner

A - > Create Policy Schedules for your Expense Categories .

B - > Setup the expense field you want to enable or disable .

C -> Setup the Accounting flexfield to enabled , to let users

update the default segment value .

13 )

A) -> Make sure all expense approving managers are set up

as Oracle users.

B) -> Make sure every employee is assigned to one Oracle

user only!

https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 5/9
5/22/2019 iExpense Implementation Steps

C) -> Submit the Synchronize WF LOCAL tables process

regularly to update the Workflow resource information

14 ) Technically some of the customization which can be done

of iExpenses are

A) OA Framework Customization on the Page

B) Customize Project Expense Report Account Generator

(PAAPWEBX)

C) Customize expense approval workflow by default it follow

employee supervisor hierachy

15) Some of the important Profiles in iExpenses are given

below , use them as per your requirement

OIE:Allow Credit Lines Yes

OIE:Allow Non-Base Pay No
OIE:Approver Required Yes, with Default
OIE:CC Approver Req No
OIE:CC Payment Notify Yes
OIE:Carry Advances Forward Yes
OIE:Enable Advances Payables
OIE:Enable Approver Yes
OIE:Enable Bar Code
OIE:Enable Cost Center Read-only
OIE:Enable Credit Card No
OIE:Enable DescFlex Lines Only
OIE:Enable Expense Allocation Splitting Yes
OIE:Enable Expense Allocations Automatically-enabled, with
Online Validation
OIE:Enable Policy
OIE:Enable Project Allocations Yes
OIE:Enable Project Expenditure Organization Yes
OIE:Enable Tax Yes
OIE:Grace Period 30
OIE:Purpose Required No
OIE:Report Number Prefix XXX-EXP:

16) Once the expense report is approved it can be imported

into payables by running the expense report import program
which will load as a Payable invoice of type "Expense Report"

https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 6/9
5/22/2019 iExpense Implementation Steps

PRASAD-CP

 Prev Next 

MORE ARTICLES FROM THIS AUTHOR

PDF Security in XML/BI Publisher
Bursting in XML /BI Publisher
Setting Up Downtime Schedule
How to call Oracle Apps Adapters from BPEL ?
Period End Process
BI Publisher Password Protect Documents
Bursting in BI / XML Publisher
How to Enable Diagnostics on OAF Pages
Bursting in XML/ BI Publisher

A AA

LATEST POPULAR OUR COMPANY

ARTICLES ARTICLES

https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 7/9
5/22/2019 iExpense Implementation Steps

DevOps Subscribe to Email Alerts for Our Articles

Trend In New Oracle Follow us on twitter
2019 Apps Articles
Join us on Facebook
Oracle on this
Account Website by Self Paced Courses

Reconciliation Email Custom home

Cloud Service Basic About Apps2Fusion
(ARCS) Concepts -
Corporate Trainings
Training List of useful
Oracle Oracle Apps Finance Transformation Experts

Financial Articles
Consolidation XML
and Close Publisher
Cloud Service and Data
Training Template -
Pay Alone SQL Query to
Concept in develop BI
Oracle Publisher
Fusion Reports
Application Forum - For
Introduction Oracle Apps
to Cloud Customization
Trainings and
Extensions
OA
Framework
QUICK Tutorials
MENU Training

Email Alerts
for Our
Articles ABOUT
Follow us on APPS2FUSION
twitter
Apps2Fusion
Join us on
are
Facebook
passionate
Self Paced
about Fusion
Courses
Cloud E-
Custom Learning and
home classroom
About trainings.
Apps2Fusion Training is
our core
Corporate
business and
Trainings
we have
https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 8/9
5/22/2019 iExpense Implementation Steps

Finance been doing

Transformation this for many
Experts many years.
We work
hard to
advise
trainees with
right career
paths. We
have
published
various ve
star rated
Oracle Press
Books each
was best
sellers in its
category. We
have helped
many and
could help
you as well. 

Copyright © 2019. Oracle Fusion Training & Fusion ELearning. Designed by Shape5.com Joomla
Templates

https://apps2fusion.com/at/cp/289-iexpense-implementation-steps 9/9