Expense Management Training

  1. Browse the list of courses below.
  2. Register for in-person classroom training
  3. Access online training and support materials on Canvas (login with your NetID and password).

Enter and Submit Expense Reports

Web-based (1.5 hours) Download the course here
This course covers the employee expense report process in the financial system (Oracle Cloud). Participants will learn how to: set-up personal bank accounts for expense reimbursement, enter and submit expense reports, and monitor reimbursement status. This course is intended for employees who will enter expense reports.

Approval Management

Web-based (1 hour) Download the course here
This course covers the approval process, including expense reports, journal entries, and project adjustments. Participants will learn how to identify, review, reject, re-assign, and approve expense reports and journals. Participants will be taught how to define vacation rules and how to use the timeout feature for journal approvals.

This course is also listed under Expense Management, and needs to be taken only once.

Check Requests

Web-based (20 minutes) Download the check request matrix here
This course covers the non-employee expense report process in SciQuest Cloud. Participants will learn how to enter and submit reports for payment, and monitor payment status.

Approval Processing

Web-based (20 minutes)
This course covers the non-employee expense reimbursement approval process in the system. Participants will understand the policies/rules that determine whether expense reports are approved or rejected in the system.