Bookshelf v7.5: Example Process for Expense Reporting

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Example Process for Expense Reporting

This is an example of a process an administrator and an end user may follow for expense reporting. Your company may follow a different process according to its business requirements.

Administrator Procedures

The following administrator procedures describe how to set up several kinds of values and reports that users will choose from when working with expense reports, how to set up processing parameters such as reporting structures and approval limits, how to activate workflows for expense reporting, and how to revoke expense reports that do not meet requirements for back-office processing.

Create an expense type. For information, see Creating Expense Types (Administrator).

Create an establishment. For information, see Creating Establishments (Administrator).

Associate an establishment with an expense type. For information, see Associating an Establishment with an Expense Type (Administrator).

Add or modify an available period. For information, see Adding or Modifying Available Periods (Administrator).

Map an expense type to an Actuate report category. For information, see Mapping Expense Types to Actuate Report Categories (Administrator).

Define a reporting relationship. For information, see Defining Reporting Relationships for Expense Reporting (Administrator).

Set an approval limit for a user. For information, see Setting User Approval Limits (Administrator).

Change the name of a dynamic button. For information, see Changing the Names of Dynamic Buttons for Expense Reports (Administrator).

Change the position of a dynamic button. For information, see Changing the Positions of Dynamic Buttons for Expense Reports (Administrator).

Add a dynamic button to a new view. For information, see Adding Dynamic Buttons to New Views for Expense Reports (Administrator).

Specify the inheritance of a dynamic button for a new detail view. For information, see Specifying Inheritance of Dynamic Buttons for a New Detail View for Expense Reports (Administrator).

Change the trigger for the Submit To field in an expense report. For information, see Changing the Submit To Field Trigger for Expense Reports (Administrator).

Activate Auto Gen for expense reports. For information, see Activating Automatic Generation for Expense Reports (Administrator).

Activate email notification. For information, see Activating Email Notification for Expense Reports (Administrator).

Activate status updating. For information, see Activating Status Updating for Expense Reports (Administrator).

Understand currency exchange rates. Understanding Currency Exchange Rates (Administrator).

End-User Procedures

The following end-user procedures describe how to record expenses, how to view information related to expenses, and how to create, modify, and process expense reports.

Record an expense in the My Expense Diary view. For information, see Recording Expenses in the My Expense Diary View.

Record an expense in the Activities Expenses view. For information, see Recording Expenses in the Activities Expenses View.

Create an expense report automatically. For information, see Creating an Expense Report Automatically.

Create an expense report manually. For information, see Creating an Expense Report Manually.

Change the reimbursement currency. For information, see Changing the Reimbursement Currency.

Add expense report line items. For information, see Adding Line Items to an Expense Report.

Change the default currency for expense line items. For information, see Changing the Default Currency for Expense Line Items.

Change the currency for a single expense line item. For information, see Changing the Currency for a Single Expense Line Item

Remove an item from an expense report. For information, see Removing Items from Expense Reports.

Submit an expense report. For information, see Submitting an Expense Report.

Recall a submitted expense report. For information, see Recalling a Submitted Expense Report.

Monitor the status of an expense report. For information, see Monitoring the Status of an Expense Report.

Print an expense report. For information, see Printing an Expense Report.

Create an expense report for another end user. For information, see Creating an Expense Report for Another End User.

Approve or reject an expense report. For information, see Approving or Rejecting Expense Reports.

Accept or reject expense reports before back-office processing. Accepting or Rejecting Expense Reports Before Back-Office Processing.

Adjust the billable total for an expense report. For information, see Adjusting the Billable Total for an Expense Report.

Move an expense item to another project. For information, see Moving an Expense Item to Another Project.

Move multiple expense items to another project. For information, see Moving Multiple Expense Items to Another Project.

View an expense report summary and an expense report summary chart. For information, see Viewing an Expense Report Summary and Expense Summary Chart.

View an expense adjustments chart. For information, see Viewing an Expense Adjustments Chart.

Siebel Professional Services Automation Guide
Published: 18 April 2003