Vanderbilt University Cloud Expenses Demo September 1 2016
Vanderbilt University Cloud Expenses Demo September 1, 2016 Paxton Hobson – Solutions Consultant Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 1
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Expenses Cloud Demo Agenda • Oracle Cloud Expenses Overview – Mobile Application – Desktop Application • • • Approvals Expenses Travel Itineraries Manage Delegates Corporate Cards – Reporting • Oracle v Concur Comparative Analysis • Q&A Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 3
Show Me Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Confidential 4
Seamless Integration: Chart of Accounts • Cloud Expenses leverages Core COA – No lag between COA updates • Image stays with transaction in GL – Ability to drill & view receipt Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 5
Seamless Integration: Projects • Built in fields for Project Association • Quickly track & report expenses by project in subledger Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 6
Seamless Integration: HCM • Leverage employee data already in HCM database • Full integration with bank accounts, credit cards, personal information, etc. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 7
Seamless Integration: Reporting • Access, analyze and evaluate real-time transaction data • Create custom queries, reports, dashboards, charts and graphs to aid daily decision-making • Reduces reliance on IT for the creation and maintenance of reports Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 8
Embedded Policies Complete coverage Expense category configurable policies Visibility of violations for approvers and auditors Flexible policies Reduce spending includes daily limits, rates by roles & location, warn or prevent through effective enforcement Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 9
Configurable Policy Enforcement Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 10
Audit Selection Functionality • Random Selection Rules – (Audit a % of all Expense Reports) • Amount Based Audit (Greater than $10 k) • Specified # of Days Outstanding • Policy Violation Based Audit • And more…. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 11
Audit Functionality • • Short Pay Receipt Verification Policy Verification Approve/Reject Request more info Workflow Much more… Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 12
Expenses Cloud Demo Agenda • Oracle Cloud Expenses Overview – Mobile Application – Desktop Application • • • Approvals Expenses Travel Itineraries Manage Delegates Corporate Cards – Reporting • Oracle v Concur Comparative Analysis • Q&A Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 13
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 14
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 15
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 16
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 17
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 18
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 19
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 20
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 21
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 22
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 23
Comparative Analysis: Mobile Functionality • Sync Credit Card Transactions • Quick Entry • Capture receipt image – OCR Scan Technology • Voice Recognition • Calendar Items • Mileage based on Google Maps – Mileage Tracker • • Expense Report Creation/Submission Approve/Reject Expense Reports Historical Expense Report Tracking Supports i. OS & Android Platforms Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 24
Comparative Analysis: Import One-Card Transactions • Supports AMEX, Visa, Master. Card, etc. – Import Push v Pull • Transactions imported automatically • Transactions identified as Credit Card item Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 25
Comparative Analysis: Expense Allocation • • Ability for user to select specific cost center Search function for quick lookup Itemizations for to multiple cost centers No % allocation Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 26
Comparative Analysis: Expense Allocation • • Ability for user to select specific cost center Search function for quick lookup Itemizations for to multiple cost centers No % allocation Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 27
Comparative Analysis: Expense Allocation • • Ability for user to select specific cost center Search function for quick lookup Itemizations for to multiple cost centers No % allocation Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 28
Comparative Analysis: Mileage Calculation • Google map functionality with origination & destination locations • Mileage Tracker • Easy configuration of mileage policies & rates • Add mileage calculation directly to expense report Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 29
Comparative Analysis: Group Meals • Ability to add employee and guest names, titles and company via calendar invites, mobile device contact, or manual add • No even cost allocation Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 30
Comparative Analysis: Managing Receipts • Infotiles organize & alert user to open items • Ability to attach email, png, jpg, pdf, tiff, Microsoft Office doc, etc. • Can review via email, web, or mobile Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 31
Comparative Analysis: Managing Receipts • Infotiles organize & alert user to open items • Ability to attach email, png, jpg, pdf, tiff, Microsoft Office doc, etc. – Receipt image and attachments stay with transaction even once in the GL. • Can review via email, web, or mobile Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 32
Comparative Analysis: Managing Receipts • Infotiles organize & alert user to open items • Ability to attach email, png, jpg, pdf, tiff, Microsoft Office doc, etc. – Receipt image and attachments stay with transaction even once in the GL. • Can review via email, web, or mobile Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 33
Comparative Analysis: Approvals • Approve via mobile, email, or web • Easily manage delegates • Easy configuration of approval workflow Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 34
Comparative Analysis: Approvals • Approve via mobile, email, or web • Easily manage delegates • Easy configuration of approval workflow Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 35
Comparative Analysis: Approvals • Approve via mobile, email, or web • Easily manage delegates • Easy configuration of approval workflow Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 36
Comparative Analysis: Approvals • Approve via mobile, email, or web • Easily manage delegates • Easy configuration of approval workflow Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 37
Comparative Analysis: Approvals • Approve via mobile, email, or web • Easily manage delegates • Easy configuration of approval workflow Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 38
Comparative Analysis: Personal Expenses • Ability to designate any expense as personal • Employee pays directly or payroll deduction is applied Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 39
Expenses Cloud Demo Agenda • Oracle Cloud Expenses Overview – Mobile Application – Desktop Application • • • Approvals Expenses Travel Itineraries Manage Delegates Corporate Cards – Reporting • Oracle v Concur Comparative Analysis • Q&A Copyright © 2016, Oracle and/or its affiliates. All rights reserved. 40
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