UWINSITE FINANCEiExpenses Demo

Training Date: February 6, 2018

WELCOME!

Welcome to the UWinsite Finance Demo on iExpenses

Today’s Trainer: Alicia Pomeroy

Participant Introductions

iEXP-1 | 2/6/2018 2

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.

iEXP-1 | 2/6/2018 3

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

iEXP-1 | 2/6/2018 4

BEFORE WE BEGIN

iEXP-1 | 2/6/2018 5

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?

iEXP-1 | 2/6/2018 7

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

iEXP-1 | 2/6/2018 9

Travel / Entertainment: Will you require a Travel Advance?

PROCUREMENT AND EXPENSES: HOW TO

DETERMINE WHAT PROCESS TO FOLLOW

iEXP-1 | 2/6/2018 10

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

iEXP-1 | 2/6/2018 12

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

iEXP-1 | 2/6/2018 13

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

iEXP-1 | 2/6/2018 15

• 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

iEXP-1 | 2/6/2018 16

• 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