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HRMS I Expense Claims

HRMS I Expense Claims. Login to the Oracle Application. 1. Type your User Name & Password. 2. Click on Login to access Oracle ERP Application. Navigate to Internet Expense Auditor. 1. In the main menu at your left, click on Expenses Audit under RailTel Internet Expenses Auditor.

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HRMS I Expense Claims

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  1. HRMS I Expense Claims

  2. Login to the Oracle Application 1 Type your User Name & Password 2 Click on Login to access Oracle ERP Application

  3. Navigate to Internet Expense Auditor 1 In the main menu at your left, click on Expenses Audit under RailTel Internet Expenses Auditor

  4. Search the Expense Report 1 Click on Advanced Search

  5. Verify Expense Report Status 1 Fill expense claim number and click ‘Go’ 2 Select ‘Add another’, in Report Submit Date, select after 1 Jan 2014 (as manual invoices were made before that), and search If claim status is showing Pending Payables Approval only then Finance team can Audit Expense Claim

  6. Navigate to Expense Report 1 Click on the Report Number

  7. Date of Receipts Package Received 1 Select Original Receipts Package Received Date & Click on save

  8. Verifying Expense Report

  9. Verifying Expense Report 1 Click on Approval note & check 2 On the Verify Expenses Tab, Click on Mark Receipts as Verified, after you have seen the hard copies of the bills, as per the claim request 3 Click on Apply

  10. Audited Expense Report Status The audit for the expense report is complete. The approved parts of this expense report are ready for Payables invoice import and payment Claim status is changed to ‘Ready for Payment’ Expense is audited and ready for payment

  11. If I want to REJECT the claim? 1 You can reject the claim or request information in the drop down here

  12. If I want to REJECT the claim? (Continued…) 2 Reason for rejecting the claim may be chosen from drop down menu & additional instructions are sent.

  13. How to deduct claimed amount?? 1 Go to the ‘Process Exceptions’ tab Make changes in the amount 2

  14. Provide Audit Issue/Reason 3 Select Reason or Audit Issue for the relevant expense

  15. How to deduct claimed amount?? Go to the ‘Process Exceptions’ tab 4 Then Click on Mark Receipts as Verified 5 Click on Apply

  16. Steps to "Pay" the claim

  17. How to generate Invoice Voucher? 1 In the main menu at your left, click on your region specific Payable Invoice User

  18. How to generate Invoice Voucher? 2 Click on View and Report 3 Submit a New Request (RailTel Invoice Voucher Report) Note: This report may take another 1 hour to be ready as accounting happens after automatic invoicing.

  19. How to generate Invoice Voucher? 4 Check Output, a word file will be generated You may take a print of the Invoice voucher and retain it in a file for future reference.

  20. Payment To make payment, follow the conventional system of sending the bank file to the bank. Note: As on date ERP application is not integrated with the bank so auto payment cannot be made. Corporate Finance will soon communicate for any changes in the process flow.

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