Professional Documents
Culture Documents
Looking to Reduce Operating Costs? Automate Your Expense Processing with PeopleSoft Travel and Expenses 9.1
Louise Eason Oracle Corporation June 21, 2010
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.
PeopleSoft Expenses 9.1 Agenda Why Automate Expense Claims? Best Practices How PeopleSoft Enterprise Delivers Highlights of Release 9.1
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$1 Billion+ companies with 132,000 expense rpts / year Wastes $15,840 Million over 3 years Electronic transactions cost 83% less
Audit control
Receipts
Project Costing
Audit and Receipt Verification General Ledger My Travel Wallet Expense Report Entry My Travel Wallet
Vendors Pre-audit before payment processing or staging to other products Employees
Travel Authorization
Expense Approvals
Manager/ HR supervisor
Project manager
or
Payroll Check Run
Expense Reporting
Enforcing Compliance with Company Policy Visibility into transactions and proactive monitoring
Monitoring and analysis based on policies
Expenses Users
Permission Lists
Employee Central entry Manager, Expenses Manager, Time Project manager, Expenses Project manager, Time Auditor Expenses ESA portal pagelets All pages within Expenses module
Roles
Employee Approver Project manager Auditor One role can be assigned to many permission lists
User Profiles
Bidder Customer Employee Job applicant Partner Vendor Can assign many roles to a user profile
Employee Profile
Employee data Organizational data User defaults Bank accounts Corporate card information Transportation
Use
Demonstration
Oracle iReceipts for Cash Expenses Create Report and Approve via Hand Held Device Risk Assessment New BI Publisher Reports - Expense Metrics Automated Accruals Import Level Three Credit Card Data
Increased User Productivity Shorter Expense Reporting Cycles More Accurate Expense Reporting
Increased User Productivity Shorter Expense Reporting Cycles More Accurate Expense Reporting
Increased User Productivity Shorter Expense Reporting Cycles More Accurate Expense Reporting
Increased User Productivity Shorter Expense Reporting Cycles More Accurate Expense Reporting
Increased User Productivity Shorter Expense Reporting Cycles More Accurate Expense Reporting
Increased User Productivity Shorter Expense Reporting Cycles More Accurate Expense Reporting
Increased User Productivity Shorter Expense Reporting Cycles More Accurate Expense Reporting
Increased User Productivity Shorter Expense Reporting Cycles More Accurate Expense Reporting
2 Way Integration
Oracle Imaging
A Few of Our Customers 3M University of Alberta Florida State University Bausch & Lomb International Monetary Fund State Farm Insurance Metropolitan Life Sprint
PeopleSoft Expenses
The Bottom Line
Fully Integrated with PeopleSoft ERP applications User configurable workflow with policy and spending controls Flexible, user-friendly reporting tools Fully integrated with on-line travel booking