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Expenses
Discussion List
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How to disable "Submit" Button Based on particular Expense Type in Expense Reports?We have a requirement where, for both Corporate Card and Cash expenses, users should not be able to submit an expense report if the expense type remains "Miscellaneous" … -
SFTP Configuration Error in Corporate Credit Card Transfer ParametersOrganization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): RACV Description (Required): While ex…
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Where can employees select the payment purpose code when adding an expense?Summary: Both Malaysia and India are requiring that we send the payment purpose codes, descriptions and reasons on payments for these countries. Content (please ensure y… -
Auditor rejects an Expense email goes to expense owner from 'auditor email id'. Need default with DLSummary: When auditor rejects an Expense report the email goes to expense owner with 'auditor email id'. Can we change it with any 'Email DL', rather going with auditor …
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How to customize 'EXM-The value Document payee bank account is required' Action itemSummary: While creating employee expenses, the expectation is at least one employee bank account should be active. If the employee tries to create an expense report with…
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How to prevent submitting new expense report If selecting particular expense typeSummary: I am attempting to use Sandbox, however, it does not work. Is there a way to disable the Submit button on expense report when selecting particular expense type?…
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Is it possible to get a warning /message to auditors when conversion rate changedSummary: Currently users have the ability to update the FX rates while submitting expenses. Is it possible to do any of the below. LOCK the fx rate so that manual update…
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Add Expense Account Segments to Printable Expense ReportSummary: We have a request to add the Account; aka Expense segment code to the Printable Expense Report. Content (required): We have a request to add the Account (highli…
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Expenses Credit Card Integration Best PracticesSummary By following the guidance in this document, your credit card integration should be a seamless process with minimal manual intervention. Content Executive Summary… -
Can we route expenses workflow to the Principal Investigator on a project?Hi Team, We have a requirement to route expense reports to an approval group and then to Principal investigator(PI) on a project. Has anyone configured this, if yes, ple… -
how to setup expense agentSummary: hi All, I tried to follow the steps under the core config of expense agent Detailed Adoption Guidance: Expenses Agent Core Configuration Steps but I can't see '…
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Disable Classify As Personal OptionSummary: Content (required): When dealing with corporate card items, is there a way to disable or hide the "Classify as Peronsal" option located in the Actions dropdown?…
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Is there any way to limit the payment method LOV on create expenses page?Summary: The Payment Method LOV displays all available payment methods. This is causing back end issues which results in manual clean up in order to process the expenses… -
How to Send FYI Notification to group of people for Expense Report after final approver approvesSummary: How to Send FYI Notification to group of people for Expense Report after final approver approves the expense report. What is the best way to do the same and wha…
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Preventing Mistakes in Personal Amount Field Credit card transactions processingSummary: Is there any way to configure Oracle Fusion Expenses so that employees receive an alert or validation when filling out the Personal Amount field? Currently, if … -
Expense Report print option only shows attachmentSummary: I have a question regarding the action buttons for the expense reports awaiting approval. If we click the print option (screen attached) it will only print the …
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Can you reserve funds for only specific expense types or templates in Oracle Expense Management?Client requires Funds Application to be determined by expense type. Client requires travel expenses to reserve funds and spend authorizations to be included with expense…
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Expense approvalSummary: if a professional does not submit their expense report within 3 months, the report must be entered by another professional. I would like to know if it is possib…
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Booking expense on Projects by employee from another Business UnitSummary Booking expense on Projects by employee from another Business Unit than Project's BUContent In my project, an employee from BU Y has to book expenses on project … -
Configuring Descriptive Flexfield Segments With Expense Report ParametersContent What attributes are enabled as flexfield parameters, and the syntax to be used in the value set logic for the Expense Report? I'm creating a new flexfied, in the… -
Can we make attachment mandatory in cash advance request ? even by building auto-reject rule.Summary: Can we make attachment mandatory in cash advance request ? even by building auto-reject rule. Content (please ensure you mask any confidential information): Ver…
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How to Assign Paygroup to Expense Reports for Employee Expense ReimbursementSummary Looking for where to setup the default paygroup for Employee Expense ReimbursementsContent Hello: We are new to Expenses and recently processed our first Employe…
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Expense Bulk Delegtion via Visual BuilderSummary: We are trying to delegate expenses in bulk but it is not working when I follow the below steps via Visual Builder. Bulk Delegation: Step1: Download and install …
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corporate card transactions Vs Multiple Expense TemplatesWe have multiple Expense Template, one for Card Expenses and another one for Cash Expense. The default expense template has to be the cash expense and Card Expense templ…
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Manage Bank Accounts - Expenses - Add New/Inactivate OldSummary: Manage Bank Accounts - Expenses - Add New/Inactivate Old - Issues unchecking the active box Content (required): We allow employees to update their own bank acco…
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Corporate card loaded and currency came as 840. It is assigned but cannot pull in expense reportSummary: Corporate card transactions were loaded by the validate and load process. Some came as 840 currency. The transactions are Valid and are assigned to a person. ho…
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Touchless ExpensesSummary: Client is considering implementing touchless expenses. There are some clarifications needed in order to proceed. Please advise on the below questions- How will …
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Print Expense Report - Failed to load errorSummary: Content (required): Hi, I have tried to get the Expense Report output by using the "Print" option on the actions of the Expense Report. However, the error "Fail…
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for ghost cards, can charges can be attributed and/or mapped to individual employeesSummary: We are planning to implement ghost cards for our expense transactions - we would like to know if charges can be attributed and/or mapped to individual employees…
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Missing expense type mapping on Corporate Card tranasctionsSummary: The corporate card transaction is loaded with Missing expense type mapping error on few transaction which are reported as Dispute or fraud transactions . They d…