Embridge Training
Expenses Module in Unit4 ERP
Learn how efficient expenses entry recording and processing in the Unit4 ERP Expenses module, firmly puts control over accuracy and consistent input in your workers hands whilst giving you confidence that the background processing and automation is in line with your own policies and thresholds.
Duration: 1 Day
Level | Getting To Grips
Learn how efficient expenses entry recording and processing in the Unit4 ERP Expenses module, firmly puts control over accuracy and consistent input in your workers hands whilst giving you confidence that the background processing and automation is in line with your own policies and thresholds.
Summary
Providing practical examples for expense claim processing based on self-service input, role-based areas of responsibility and workflow approval, this course provides users with experience of how the Unit4 Expenses module allows the easy entry of expenses by type with supporting attachments, promoting consistency of data entry and reducing painful claim processing.
The course will provide an understanding of the automation behind expenses giving them awareness of how workflow approvals can streamline your organisations travel and expenses processes supporting decision making and claim monitoring.
Learning outcomes
The objectives of this course are to help you gain a better understanding of Unit4 ERP Expenses module to enhance your skills and knowledge as an end user for entry and claim approvals, and to understand how to setup and use Unit4 expenses so you
can transfer that knowledge to your own system design
Delegate pre-requisite
Familiarisation – Hire to Retire (H2R) HR
Who is it for?
HR Administrator
HR Manager
Course Structure
Session 1
Overview
This session will provide an introduction to the Unit4 ERP Expenses module providing a view of how this will look to an end user.
Session 2
Build Requirement Scenario
In this session there is an introduction to the build requirements for the Unit4 ERP Expenses module and its associated elements.
Session 3
Overview of Core Transaction Setup
In this session users are provided with an overview of the following elements:
- Overview of Setup
- Transaction Series & Types
- Posting Cycle
- Optional System Parameters
Session 4
Expenses Setup & Entry
In this session, delegates will receive an understanding of how expenses are created and their impact on payment, focussing on the following areas:
- Travel Rules
- Attributes & Values
- Value References & Rates
- P&D Register
- Expense Types
- Windows Options
Session 5
Expenses Workflow, Posting and the Mobile App
In this session, attendees will be introduced to the expenses workflow process providing examples for:
- The Process definition
- Workflow Enquiry
- Expenses Approval and posting
- Setup of Expenses Proxies
- Data Control
- Mobile App examples
Premium Education training subscription
Part of the College of Finance
Premium Education training is a people-centric approach to driving training and development by always learning; learning all ways. Our subscription-based training services gives the employee and employer a suite of Unit4 training allowing the flexibility to empower your employees for effective, efficient, and proficient use of technology and solution platforms at their fingertips.
More details about Premium Education will be coming soon. Watch this space!
In the mean time if you would like to know more email enquiries@embridgeconsulting.com
Cancellation policy
All courses are delivered virtually, price per person plus VAT. On site training is available on request. Please read our cancellation policy and booking terms and conditions before checkout.
Great trainer and never made you feel like you were asking a silly question.
County Council Data Migration / Report Writer