training webinar: tracking project and employee-reimbursable expenses
TRANSCRIPT
Copyright 2011
Journyx Training:Tracking Expenses in v9.5
Copyright 2011
Training Agenda
1. Expense Usage Overview
2. Setting Up Expense Entry Screens
3. Giving Users Access
4. Entering and Submitting Expenses
5. Conversion Options and Reporting
6. Q & A
Copyright 2011
Expense Tracking Use Cases
• Tracking project-based expenses with project work• Employees already have access• Employees already have correct data
• Ability to see total project cost in one place• Includes direct project costs, as well as labor costs• Includes conversion to home currency
• Reimbursable employee expenses• No need to keep track of paper• Mobile entry for travel-related filing
Copyright 2011
Expense Tracking Demonstration
1. Setting up expense entry screensConfigurationEntry ScreensExpense
2. Setting up mileage for expense entry screenManagementEntry ColumnsExpense Codes
ConfigurationConversionsMileage Expense Conversions
3. Giving users access to expense entryConfigurationRoles + ManagementUsers
Copyright 2011
Expense Tracking Demonstration
1. Setting up expense entry screens2. Setting up mileage for expense entry screen3. Giving users access to expense entry
4. Entering expenses and mileage5. Adding attachments and credit card records6. Submitting expenses for approval and review
Copyright 2011
Expense Tracking Demonstration
1. Setting up expense entry screens2. Setting up mileage for expense entry screen3. Giving users access to expense entry4. Entering expenses and mileage5. Adding attachments and credit card records6. Submitting expenses for approval and review
7. Setting up currency and mileage conversionsConfigurationConversions
8. Reporting on expense amounts9. Tracking expenses on mobile devices
Copyright 2011
Expense Tracking Conclusion
Questions?