G:\System Administration\Documents\Web Forms and Documents\11i iExpenses Update System Defaults.

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Document Last Updated:12-Oct-05



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Updating Your
Defaults








Department of Education

ORACLE FINANCIALS
UPDATING iEXPENSES DEFAULTS

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Document Last Updated:12-Oct-05
Setting or Changing Defaults

Cost Centre and/or Project Email the details to All Staff@ CAS System Support Team

Default Approver Update in your Expenses Preferences as documented
below

Expenses Template Update in your Expenses Preferences as documented
below



To change your Default Approver and/or Template:

1. Log onto Oracle, click on CAS Internet Expenses if the screen below is displayed

















2. Click on the EXPENSES PREFERENCES link





To update the default Approver only, proceed to Page 4

Department of Education

ORACLE FINANCIALS
UPDATING iEXPENSES DEFAULTS

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Document Last Updated:12-Oct-05

The Expenses Preferences page is displayed, the Approver field may already be populated





EXPENSE TEMPLATE UPDATE

The EXPENSE TEMPLATE field may be blank as shown above.

NOTE: If this field is left blank, the Education Act template appears as the default when creating an expense
claim

1. Click the down arrow icon in the Expense Template field and a list is displayed

2. Click the appropriate template

3. Click on the DONE button if the Approver field is correct. The Active Expense Reports
page will open.
Continue to the next page to set or update your default Approver
Department of Education

ORACLE FINANCIALS
UPDATING iEXPENSES DEFAULTS

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Document Last Updated:12-Oct-05

DEFAULT APPROVER UPDATE

1. Click the Torch icon next to the Approver Name field and the following window will
open




2. In the SEARCH field, override the original name and insert a partial component of the
new Approvers name, as shown below using the example of HO% (use a wildcard
with a partial name value)

Note: Names are Surname, First Name



3. Click the GO button to view the search results


Select
Checkbox
Select Link
Select Link
Department of Education

ORACLE FINANCIALS
UPDATING iEXPENSES DEFAULTS

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Document Last Updated:12-Oct-05

4. Click in the SELECT checkbox next to the name required
5. Click on either SELECT link and the following screen will appear


6. Click on the DONE button and the Active Expense Reports page will open for you to
create a New Expense Report, View or Update existing reports