i IExpenses Update System Defaults

G:\System Administration\Documents\Web Forms and Documents\11i iExpenses Update System Defaults.doc Page 1 Document Last Updated:12-Oct-05

IIEExxppeennsseess

Updating Your Defaults

Department of Education

ORACLE FINANCIALS UPDATING iEXPENSES DEFAULTS


Setting or Changing Defaults Cost Centre and/or Project Email the details to All Staff@ CAS System Support Team Default Approver Update in your Expenses Preferences as documented

below Expenses Template Update in your Expenses Preferences as documented

below To change your Default Approver and/or Template:

1. Log onto Oracle, click on CAS Internet Expenses if the screen below is displayed

2. Click on the EXPENSES PREFERENCES link

To update the default Approver only, proceed to Page 4




The Expenses Preferences page is displayed, the Approver field may already be populated

EXPENSE TEMPLATE UPDATE The EXPENSE TEMPLATE field may be blank as shown above. NOTE: If this field is left blank, the Education Act template appears as the default when creating an expense

claim

1. Click the down arrow icon in the Expense Template field and a list is displayed

2. Click the appropriate template

3. Click on the DONE button if the Approver field is correct. The Active Expense Reports page will open.

Continue to the next page to set or update your default Approver




DEFAULT APPROVER UPDATE

1. Click the Torch icon next to the Approver Name field and the following window will open

2. In the SEARCH field, override the original name and insert a partial component of the new Approver’s name, as shown below using the example of HO% (use a wildcard with a partial name value)

Note: Names are Surname, First Name

3. Click the GO button to view the search results

Select Checkbox

Select Link

Select Link




4. Click in the SELECT checkbox next to the name required

5. Click on either SELECT link and the following screen will appear

6. Click on the DONE button and the Active Expense Reports page will open for you to create a New Expense Report, View or Update existing reports