Infor Expense Management System Administration Tool User Guide

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About this guide
Related documents
Infor Expense Management SAT Overview
Application architecture
Understanding the application foundation
Understanding the application server
Deployment options
Supporting international deployment
Understanding security
Supporting multi-tenancy
Configuring data
Email notification
Understanding workflow routing
Understanding the Administrator role
Understanding permissions
Administration log overview
Manage - Users
User Information
Finding a user
Using wildcards in searches
Adding a user
Creating an external key
Adding a user to a user group
Removing a user from a user group
Selecting a component
Updating user information
Deactivating a user
Reactivating a user
Working with Proxy
Adding a proxy creator
Removing proxy information
Adding a proxy reviewer
Adding timesheet information
Working with permissions
Granting user access to a role
Removing user access from a role
Granting user access to a group
Removing user access from a group
Adding reviewer permissions
Adding membership information
Adding custom information
Adding external user information
Adding user mileage
Working with credit cards
Attaching credit card information
Detaching a credit card
Deactivating or reactivating a credit card
Adding credit card information
Updating credit card information
Reviewing group hierarchies
User - Bulk edit
Modifying data for multiple users
Managing Groups
Groups overview
Associating data groups with users
Understanding standard groups
Understanding groups and group types
Adding a group
Providing user access to a group
Working with User Access for a group
Removing user access to a group
Understanding group hierarchies
Creating a group hierarchy
Removing a group hierarchy
Adding corporate data to a group
Removing corporate data from a group
Adding a business rule to a group
Removing a business rule from a group
Updating group information
Deactivating a group
Reactivating a group
Adding group permissions
Adding permissions and assignments for SAT Group
Adding group reviewer permissions
Adding a user group proxy
Manage - Corporate data
Set reviewer to owner template
Adding corporate data
Adding or removing data groups from a corporate data type
Updating corporate data
Creating a relationship between data types
Updating corporate data using bulk edits
Configuring application parameters
Conflicting override settings
Working with password security
Working with email notifications application parameters
Corporate Data suite
Adding address information
Adding application parameters
Adding application parameter overrides
Adding audit lists
Adding a client
Adding a customer theme
Configuring a cost center
Adding a cost center segment
Adding a cost center
Adding a company
Adding a country
Adding a county
Adding currency by country
Adding a currency format
Adding a department
Adding a division
Adding an email notification
Configuring an email notification example
Setting up email notification for Microsoft Outlook
Adding an export profile
Adding a field default definition
Adding a field population data type
Adding custom flex DDLB fields
Adding a location
Adding an office
Adding a payment request type
Adding policy based routing
Adding print templates for documents
Working with print templates
Adding a project or charge code
Understanding the reports and filter permission matrix
Adding a state
Adding a ticket status
Adding a web link
Expense reports corporate data
Adding a credit card import format
Adding a credit card level 3 mapping
Adding a credit card processor
Adding a credit card SIC code
Adding a payment type
Adding an ER purpose
Adding an ER vendor
Adding an expense type
Example of creating an expense type
Adding an itemizable expense type
Linking expense types to an expense type for itemization
Linking an expense type to a payment type
Add an expense report purpose
Adding a fiscal calendar
Adding a guest
Adding a guest type
Adding a guest list
Adding a hotel service class
Adding a mileage rate
Adding a JavaScript mileage calculator
Adding a mileage rate class
Adding a mileage rate period
Adding an online booking agency
Adding an online booking element mapping
Adding a per diem type
Adding a per diem JavaScript
Adding a per diem overage
Adding an expense type to a per diem overage group
Adding a quick itemization
Example of creating a quick itemization
Adding a review policy
Adding a service class
Reclaiming VAT
Setting up a set of books
Adding a set of books
Adding a JavaScript VAT calculator
Adding VAT accounts
Adding an expense account
Budget control
Adding a budget account
Configuring budget
Adding budget line
Allocating budget amount
Cancelling allocated budget amount
Committing budget amount
Checking available budget
Payment requests corporate data
Adding a PR purpose
Adding a PR vendor
Adding License
Adding License Type
Adding Occupation
Adding a unit of measure
Adding vendor terms
Timesheets corporate data
Adding a charge role
Adding a charge type
Adding an employee status
Adding a holiday
Adding a holiday schedule
Adding an hourly charge type
Adding a job class
Adding a labor status
Adding a project activity type
Adding a reporting period
Adding a timesheet overtime calculation
Adding a timesheet overtime method
Adding a timesheet profile
Adding a work schedule
Travel plans corporate data
Adding an airline service class
Adding a booking agent
Adding a car service class
Adding a travel type
Adding a travel category
Adding a trip type
Manage - Work items
Document Management
Viewing the documents in Work Items
Modifying a Work Item document
Reviewing the history of a Work Item document
Managing expense receipt packet information
Managing invoice receipt packet information
Managing servers
Background processes
Starting a background process
Stopping a background process
Creating a background process
Modifying a background process
Deleting a background process
Using the command line
Viewing a background process log
Administrator log
Maintaining the administrator log
Tools
Viewing installed applications
Resource key editor overview
Adding a resource key
Exporting resource keys for translation
Importing resource keys from a translation vendor
Grid Column Editor overview
Managing grid column editor
Adding a grid column
Workflow Editor overview
Understanding automated and manual processes
Defining security permissions for activities
Activity views and end-user permissions
Understanding return states
Understanding the audit trail in the workflow
Configuring the Workflow Editor
Example of defining a workflow
Defining the workflow activities
Defining the group
Granting activity permissions
Defining activity transitions
Loading database tables
Creating workflow business rules
Assigning users to a group
Field Attribute Editor overview
Managing and configuring the Field Attribute Editor
Generating ADC Scripts for the ETL tool overview
Generating ADC scripts for the ETL tool
Managing documents with multiple reviewers
Examples of workflow steps
Example: Cost center based routing
Example: Parallel charge code routing
Example: Escalated review signing authority based routing
Example: Policy based routing
Configuring the Policy Based Routing business rule
Adding policy based routing
Example: Permission based routing
Understanding hooks in server-side business rules
Creating a hook
Credit Card Feed
Understanding the credit card receipt option
Understanding expense type warnings
Configuring the credit card import tool
Loading the credit card data
Running the credit card import tool
Reviewing the credit card import log file
Understanding credit card import log errors
Per diem
Supporting per diem rates
HTTP per diem importer
Using the per diem load tool
Understanding the per diem calculation engine
Updating per diem rates
Delinquent timesheets
Understanding the database tables that control delinquent timesheets
Understanding the background processes that support the Late TS Submission tab
DlnqntSubmitNotifier background process
Application parameters that support the Late TS Submission background processes
Business rule that supports the Late TS Submission
Setting the reporting period submission cutoff and the payroll cutoff
Verifying the user timesheet information
Assigning a user to the TS Role group
Delinquent timesheet approvals
Application parameters that support the Late TS Approval background process
Business rule that supports the Last TS Approval
Assigning a user to the Portal Auditor Role group
Working with the DlnqntApprvlNotifier background process
Working with the Late TS Approval notification instead of the standard delay notification
Starting the DlnqntApprvlNotifier background process
Approving documents with a mobile device
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