Expense Management Training

Expense Management training covers anything from booking travel to setting up a bank for reimbursement to approving expense reports. It is highly encouraged that new and current employees who will be involved in the expense report and reimbursement process attend the trainings.

To register for an instructor-led training class, log in to the Cornerstone Registration Course website.

 

Web-Based Resources

To obtain a complete listing of available Expense Management online training materials, including PDF presentations, PDF job aids and videos, please go to Canvas.

 

Expense Management - Instructor Led Training Class Descriptions

EXP200 Expense Management: Just the Basics

This course provides an overview of the following:

  • How to set up a bank for reimbursement
  • How to set up a Delegate
  • The expense management process and procedures within Oracle Expense
  • The required documents and proper document attachments needed to process reimbursements

Recommended Participants

  • Current and new staff/faculty who need a refresher or basic understanding of Oracle Expense system functionality
  • Highly recommended for Travelers and Delegates Optional for Approvers

EXP310 Expense Management / Travel Policy & Process

Class PDF Presentations are available on Canvas.

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Travel policy
  • Traveler responsibilities
  • Delegate responsibilities
  • 60-day rule

Recommended Participants

  • Current and new staff/faculty who need a refresher or basic understanding of the travel policy
  • Highly recommended for Business Managers, Travelers and Delegates.

EXP315 Expense Report Approval Process and Responsibilities in Oracle Expense

Class PDF Presentations are available on Canvas.

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • How to approve expense reports for employees and non-employees
  • How to return expense reports
  • How to reject expense reports
  • Expense reporting

Recommended Participants

  • Traveler
  • Traveler Delegate
  • Expense Approver

EXP320 Expense Report Process and Responsibilities in Oracle Expense

Class PDF Presentations are available on Canvas.

Duration

Instructor-led 2-hour classroom course

Course Overview

This course will provide participants with a better understanding of the following:

  • Expenses for employees
  • Expenses for students/guests
  • Relocation
  • Athletics Access/profile setup
  • Banking setup process
  • Delegate setup process
  • Report creation/submittal

Recommended Participants

  • Traveler
  • Traveler Delegate

Interested in a class? See upcoming Expense Management training sessions.