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Infor Expense Management Online Help
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About this guide
Introduction
Signing on to Infor Expense Management
Signing on to Infor Expense Management through Infor OS (Single Sign On)
Infor Expense Management and Infor GRC integration
User profile data in Infor Expense Management
Modifying user profile data
Working with a proxy user
Adding a proxy user to create documents
Adding a proxy user to review documents
Revoking the authorization of a proxy user
Working as a proxy user
Updating user application default values
Modifying the user password
Reviewing the user balance history
Working with documents
Creating a document
Using the search functionality
Editing a document
Reviewing a document
Reviewing attached receipts
Submitting a document
Recalling a document
Recalling a document by an Owner
Recalling a document by Corrections Auditor
Printing a document
Deleting a document
Searching for a document created by the logged-on user
Setting the filter to view the document
Accepting a warning
Replying to a request for more information
Signing a document before submission
Deleting document line items
Copying a line item to another document
Copying a line item to the same document
Changing the allocation of a line item
Routing a document to an alternative reviewer
Reviewing exceptions for a line item
Attaching a file or a document to the expense
Adding files or documents to the expense
Viewing receipts
Adding a corporate data
Managing the corporate data created recently
Managing the corporate data used recently
Searching for a Cost Center
Adding a new Cost Center
Searching for a project
Reviewing project details
Searching for a user
Reviewing user details
Working with documents owned by the logged-on user
Reviewing the Expense Management reports
Timesheet Detail report
Timesheet Project Time Detail report
Timesheet Detail (Project Summary) report
Expense Report
Expense Report Coversheet
Travel Plans report
Payment Request report
Payment Request Receipt Coversheet
Expense Reports
Importing an expense report
Creating a document header for an expense report
Modifying or reviewing the document header
Creating expense report line items
Modifying an expense type
Adding out of pocket expenses
Searching for a location
Adding a new location
Searching for a guest
Adding a new guest
Searching for the address
Adding a new address
Searching for a guest list
Adding a new guest list
Attaching receipts to the expense
Attaching receipts from receipts store
Managing receipts
Copying receipts
Searching for receipts uploaded by you
Uploading receipts
Adding notes to the expense
Adding Notes
Editing the notes of an expense report
Attaching credit card transactions to the expense
Importing personal credit card transactions
Selecting an expense type for the credit card transaction
Using online booking itineraries to create expense reports
Generating expenses from travel plans
Reconciling credit card transactions with booking line items
DEEM enabled online booking
Infor Expense Management integration with DEEM
Using DEEM online bookings to create expense reports
Adding expenses using the mobile application
Itemizing expenses
Adding expenses using Itemize
Adding expenses for Itemizations
Transaction types attached to an expense report
Attaching travel plans to expense reports
Modifying the expense report data
Reviewing the financial overview
Reviewing history of the expense
Reviewing payment information
Reviewing disbursements
Reviewing overages
Reviewing the expense report exceptions
Reviewing the summary of an expense
Reviewing the weekly document summary
Reviewing the daily document summary
Reviewing the document status details
Auditing an expense report
Auditing the line item details
Reviewing, approving, and rejecting an expense report
Cumulative mileage
Reviewing the cumulative miles or kilometers travelled
Calculating mileage using Google Maps and Bing Maps
Adding loose expenses to the expense report
Reviewing or specifying a reason for a line item exception
Reviewing or specifying a reason for a document exception
Reviewing reminders for attaching receipts
Reviewing credit card transactions
Travel Plans
Modifying or reviewing the document header
Creating a travel plan
Creating travel plan line items
Modifying the travel plan information
Adding a travel plan line item
Editing the notes of the travel plan
Reviewing a travel plan exception
Auditing a travel plan
Reviewing, approving, and rejecting travel plan
Reviewing the summary of a travel plan
Payment Requests
Creating a payment request
Modifying or reviewing the document header of Payment Request
Creating payment request line items
Modifying the payment request information
Adding a payment request item
Searching for a vendor
Creating a new vendor
Adding notes to a payment request
Adding notes to a payment request line item
Editing the notes of a payment request
Reviewing a payment request exception
Auditing payment requests
Reviewing, approving, and rejecting payment requests
Reviewing vendor details
Reviewing the invoice details
Reviewing the payment details
Reviewing the summary of a payment request
Timesheets
Importing a timesheet
Creating a timesheet
Modifying or reviewing the document header
Adding charge code rows
Importing charge code rows
Creating timesheet line items
Adding time items
Adding a timesheet item using the Calendar tab
Adding a timesheet item using the Items tab
Copying a timesheet line item
Adding notes to a timesheet
Deleting the timesheet hours using the Calendar tab
Deleting the timesheet hours using the Items tab
Editing the notes of a timesheet
Specifying different work locations for the same day using the Calendar tab
Specifying different work locations for the same day using the Items tab
Reviewing, editing, and submitting a timesheet
Reviewing timesheet information
Reviewing history of a timesheet
Reviewing the PTO information
Reviewing delayed timesheet information
Reviewing the timesheet exceptions
Reviewing, approving, and rejecting timesheets
Auditing a timesheet
Auditing the timesheet line item details
Reviewing the overview of a timesheet
Reviewing the timesheet exceptions
Managerial review and approval
Reviewing documents
Requesting more information for a document
Working with documents awaiting receipts
Searching for documents awaiting receipts
Viewing late timesheet information
Searching for reviewed documents
Searching for a document by the current activity
Reviewing exceptions
Specifying a note for rejection
Reviewing disbursement
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