Entering an Expense Report

Step 1)

Log into Oracle and click on Me. Click on Expenses (green icon).

Step 2)

Click on Create Item.

Step 3) Create Expense Item:

Date: Date of Expense Item
Template: Skidmore Staff Expenses
Type: Choose the Category of your expense item from the drop down list.
Amount: Enter Invoice Amount (all invoices will be entered in USD).

Once you choose your type, additional fields will be visible. All fields with an * are required. A default GL Account will be populated based on the type of expense you choose. You can change the default.

For example, I entered an invoice for a train ticket. I have to add a description and Merchant Name.

To add your receipt, click on “Drag files here or click to add attachment”. Click Add File. Search for your saved receipt and add it.

You can now choose to create another expense item or save and close.

Step 4) Creating Expense Report:

Once you have entered all of your expense items, you can create your expense report. Select the expense items you want to include on your expense report and click “+” in the Create Report Tile (you can select all expense items by checking the box next to the word Date).

Complete the fields for Purpose of your expense report, the Fiscal Year and Sponsored Research. Check the box that states you have read and accept the corporate travel and expense policies (this is a hyperlink that will direct you to Skidmore’s Travel and Entertainment Policy if you need to review it for any reason). Click Submit. This will send your expense report for approval.