Expense Management Training Packet

This training packet includes expense management functions in Accountability

General Navigation:

This module will walk you through general navigation, My Menu options, and the Accountability dashboard.

• Platform Navigation 
• My Menu
  
  

Expense Basic:

At the end of this training you will be able to:

• View Expense 
• My Bank Account
• Centralize Expense Receipts
• Create and Submit an Expense
• Mobile My Expense
  
  

Expense Advanced:

At the end of this training you will be able to:

• Process Corporate Credit Card expense 
• Add a Credit Card Holder 
• Expense Claims approval workflow 
• Manager Approval