Working with the Expenses Work Center Concept Working

Working with the Expenses Work. Center Concept

Working with the Expenses Work. Center

Working with the Expenses Work. Center Step 1 Begin by navigating to the Expenses Work. Center page. Click the vertical scrollbar.

Working with the Expenses Work. Center Step 2 Click the Travel and Expenses menu.

Working with the Expenses Work. Center Step 3 Click the Expenses Work. Center menu.

Working with the Expenses Work. Center Step 4 Use the Expenses Work. Center page to view some features of the Work. Center.

Working with the Expenses Work. Center Step 5 The Expense Work. Center Dashboard page displays the Expenses Dashboard which includes multiple pagelets.

Working with the Expenses Work. Center Step 6 The Work. Center has two tabs in the task panel: the Main tab and the Reports/Queries tab. The Main tab includes the My Work and Links pagelets.

Working with the Expenses Work. Center Step 7 Click the Reports/Queries tab.

Working with the Expenses Work. Center Step 8 The Reports/Queries tab includes the Queries and Reports/Processes pagelets.

Working with the Expenses Work. Center Step 9 Click the Main tab.

Working with the Expenses Work. Center Step 10 The system administrator customizes and configures the links appearing in each pagelet--My Work, Links, Queries, and Reports/Processes--of the Work. Center. The links shown in this example have been preconfigured for you.

Working with the Expenses Work. Center Step 11 The My Work pagelet includes links to pages that you may want to access frequently. It includes links divided into these collapsible sections: • Exceptions • Open Transactions for Inactive Employee • On Hold/Pending Approvals • Alerts

Working with the Expenses Work. Center Step 12 Click the link to view the page in the transaction area, or work panel. Click the Outstanding Cash Advances (2) link.

Working with the Expenses Work. Center Step 13 Use the Overdue Cash Advances - Review and Notify page to manage Overdue Cash Advances.

Working with the Expenses Work. Center Step 14 Use an option in the Actions list to notify a person of the expense transaction, and then select the Go button.

Working with the Expenses Work. Center Step 15 Click the horizontal scrollbar.

Working with the Expenses Work. Center Step 16 Click the Refine Filter Criteria link.

Working with the Expenses Work. Center Step 17 Use the Refine Search Criteria page to customize the displayed data in the Cash Advance Information grid.

Working with the Expenses Work. Center Step 18 Click the Cancel button.

Working with the Expenses Work. Center Step 19 Click the horizontal scrollbar.

Working with the Expenses Work. Center Step 20 Click the Collapse button.

Working with the Expenses Work. Center Step 21 Use the Open Transactions for Inactive Employee link in the Open Transactions for Inactive Employee section to manage open transactions for inactive employees. A grey link indicates that no items were found. If this link is active, you can click the link to view the page in the transaction area and review the unapplied paid wallet transactions, unapplied cash advances, unapplied travel authorization, unpaid expense reports and incomplete time report and time adjustment.

Working with the Expenses Work. Center Step 22 Click the Collapse button.

Working with the Expenses Work. Center Step 23 The On Hold/Pending Approvals section displays links for transactions that are pending approval or on hold. Click the active links to view the transactions.

Working with the Expenses Work. Center Step 24 Use the links in the Alerts section to monitor inactive transactions. Click the active links to view the transactions.

Working with the Expenses Work. Center Step 25 Next, navigate to the Links pagelet. In this example, you want to collapse the My Work pagelet for better viewing. Click the Pagelet Settings button.

Working with the Expenses Work. Center Step 26 Click the Minimize link.

Working with the Expenses Work. Center Step 27 Use the Links pagelet to consolidate links to frequently used pages. The links that appear are determined during system setup.

Working with the Expenses Work. Center Step 28 Click the Approve Transactions link.

Working with the Expenses Work. Center Step 29 Use the Approval Transaction page to view and approve expense transactions.

Working with the Expenses Work. Center Step 30 Next, navigate to the Queries pagelet. Click the Reports/Queries tab.

Working with the Expenses Work. Center Step 31 The Queries pagelet includes links to queries that you may want to access frequently. It includes a link to Query Manager and collapsible sections Expense Queries and Expense Pivot Grids.

Working with the Expenses Work. Center Step 32 Click the Pending Expense Reports link.

Working with the Expenses Work. Center Step 33 Use the Pending Expense Reports page to view the results of the query.

Working with the Expenses Work. Center Step 34 You can use the Download results in links to save the query results in the desired format, including an Excel spreadsheet, CSV text file, or XML file.

Working with the Expenses Work. Center Step 35 Click the Expenses by Chartfield link.

Working with the Expenses Work. Center Step 36 Review the Expenses by Charfield pivot grid.

Working with the Expenses Work. Center Step 37 Use the dotted handle to resize the pagelet.

Working with the Expenses Work. Center Step 38 The Reports/Processes pagelet includes links to run control pages.

Working with the Expenses Work. Center Step 39 Click the Cash Advances by Dept link.

Working with the Expenses Work. Center Step 40 Use the Cash Advances by Dept page to list all cash advances billed to a specific department.

Working with the Expenses Work. Center Step 41 You have successfully viewed the Expenses Work. Center, including the pagelets and a sampling of links you can use to access transaction pages in the work panel. End of Procedure.