iExpense Training Materials

On this page you can access training materials to learn how to set up iExpense and how to use it based on your role. The following types of training materials are available:

Job Aid - Reference information such as procedures and navigation instructions in a PDF format that gives users critical data on how to use iExpense.
Watch It - A simulation of how iExpense performs that task or procedure with critical steps labeled so users can see what is going through the Flash movie output.
Try it - A simulation of how this function works with the opportunity for users to practice and interact with iExpense.

Background Information: iExpense brochure | iExpense Overview | 10 Steps to Get Started | 4 Steps to Approving Expenses

Get Training on How To: Set Up iExpense | Submit Expenses | Approve Expenses | Audit Expenses

Set Up/Basic Functionality

Set Time Format		Watch It
Set Access Authorization (Delegate Report Creation)	Job Aid	Watch It
Set Vacation Rules (Delegate Approval Authority)	Job Aid	Watch It
Create an Allocation	Job Aid	Watch It
Conduct a Payment Search	Job Aid	Watch It
Use the Search Feature		Watch It

For iExpense Users (Submit Expenses)

Create an Exense Report	Job Aid	Watch It
Enter Receipt-Based Expenses		Watch It	Try It
Enter Itemized Receipt-Based Expenses	Job Aid	Watch It	Try It
Enter Per Diem Expenses	Job Aid	Watch It	Try It
Enter Mileage	Job Aid	Watch It	Try It
Assign an Allocation to an Expense Report	Job Aid	Watch It	Try It
Modify an Assigned Allocation		Watch It	Try It
Apply an Advance to a Expense Report	Job Aid	Watch It	Try It
Review and Submit an Expense Report		Watch It	Try It

For iExpense Approvers

Review a Submitted Expense Report		Watch It
Approver Options	Job Aid	Watch It

For iExpense Auditors

Complete Auditor Set up	Job Aid	Watch It	Try It
Search and Advanced Search Auditor Options	Job Aid	Watch It	Try It
Review a Submitted Expense Report for Auditing		Watch It	Try It
Auditor Options	Job Aid	Watch It	Try It