Post on 18-Feb-2021
UWINSITE FINANCEiExpenses Demo
Training Date: February 6, 2018
WELCOME!
Welcome to the UWinsite Finance Demo on iExpenses
Today’s Trainer: Alicia Pomeroy
Participant Introductions
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Participants, don’t forget to fill out your name tags!
ABOUT THIS DEMO
Description
This session walks campus community members through UWinsite Finance
basics and provides demonstrations on how to use the iExpense module.
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Audience
Open Enrollment
Duration
2 hours
LEARNING OBJECTIVES
Upon completion of this course, participants should be able to:
1. Prepare expense reports
• Travel vs. Non Travel
• Changing Account (Operating vs. Project)
2. Review and approve expense reports
3. Delegation of expense report preparation
4. Oracle Fusion Expense Mobile App
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BEFORE WE BEGIN
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Cell Phones Parking LotQuestions
Access UWinsite Finance
Resource Library
http://www.uwindsor.ca/finance/resource-listinghttp://www.uwindsor.ca/finance/resource-listing
UWINSITE FINANCE
Section 1: Who is impacted?
UWINSITE FINANCE: WHO IS IMPACTED?
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All members of the campus
community who currently
use the finance system
Any campus members who
travel, procure goods, or
approve either activity
PURCHASING AT UWINDSOR
UNDER UWINSITE FINANCE
Section 2: Process Overview
PROCUREMENT AND EXPENSES: HOW TO
DETERMINE WHAT PROCESS TO FOLLOW
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Travel / Entertainment: Will you require a Travel Advance?
PROCUREMENT AND EXPENSES: HOW TO
DETERMINE WHAT PROCESS TO FOLLOW
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Goods / Services: What is the expected cost (excluding taxes) of your purchase?
Invoices can be scanned to apinvoices@uwindsor.ca
mailto:apinvoices@uwindsor.ca
IEXPENSES
Section 3: Key Processes
IEXPENSES DEMO
In this section, end users will view a demonstration on how to use the
iExpenses module for the following common processes:
1. Create an expense report against an Operating and Project
account
2. Review and approve an expense report
3. How to navigate the Oracle Fusion Expenses Mobile App
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Access UWinsite Finance
Resource Library
http://www.uwindsor.ca/finance/resource-listinghttp://www.uwindsor.ca/finance/resource-listing
IEXPENSES DEMO
Oracle Fusion Expenses Mobile App
Mobile app for iOS and Android:
• The app, called Fusion Expenses, is
optional and enables you to build your
expenses lines and add your receipts
from anywhere!
• Download instructions will be sent on
February 1st
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Entering expenses
using App
Approving an expense
report using App
http://www.uwindsor.ca/finance/385/6-entering-expenses-using-oracle-fusion-expenses-mobile-apphttp://www.uwindsor.ca/finance/385/6-entering-expenses-using-oracle-fusion-expenses-mobile-apphttp://www.uwindsor.ca/finance/386/7-approving-expense-report-oracle-fusion-expenses-mobile-applicationhttp://www.uwindsor.ca/finance/386/7-approving-expense-report-oracle-fusion-expenses-mobile-application
CONCLUSION
Section 4: UWinsite Finance
HELP STRATEGIES – ALL USERS
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• Review online resources at uwindsor.ca/uwinsitefinance
• Simulations, Videos, User Guides, and more!
• Connect with the UWinsite Finance Support Taskforce
• Phone: 519-253-3000 ext. 5385
• In-person: On-site support schedule will be available at
uwindsor.ca/uwinsitefinance
• Check with the financial expert or an administrator assistant in your area
• Take advantage of the UWin Self-Service Client Portal at
uwindsor.ca/help
• Submit a support ticket through the Services section
• NOTE: Questions and tickets will be addressed by a member of
the UWinsite Finance Team
http://www.uwindsor.ca/finance/resource-listing
FRIENDLY REMINDER – UWIN ACCOUNT
PASSWORDS
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• As per the Daily News announcement on December 22, 2017, the UWIN ID
Account Password requirements have changed to provide higher levels of
security for all account holders
• Before logging into UWinsite Finance for the first time, your UWin
Account Password must be changed to comply with the following
requirements:
• A minimum length of 10 characters
• At least one special character
• At least one uppercase letter
• At least one lowercase letter
• At least one digit
• Passwords can be changed at uwindsor.ca/its/uwinid/
• Going forward, UWin Account Passwords must be changed every 120 days
Note: This is a campus-wide policy change and is applicable for your entire UWINID