Getting Started with JD Edwards EnterpriseOne Expense Management

This chapter provides an overview of JD Edwards EnterpriseOne Expense Management and discusses Expense Management implementation.

JD Edwards EnterpriseOne Expense Management Overview

Typically, a company uses some type of expense management application to successfully manage a range of financial transactions that are commonly entered by a number of different employees. With the JD Edwards EnterpriseOne Expense Management system, you can organize, maintain, record, and analyze expense information. For example, you can:

Define and organize employees who can enter expense information.
Define expense policies.
Enter expense reports.
Revise and approve expense reports.
Audit expense reports.
Reimburse employee expenses.
Purge credit card transactions.

JD Edwards EnterpriseOne Expense Management Implementation

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Expense Management system.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in the About This Documentation with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Expense Management, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time required to search and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools 8.98 Software Update Guide

Global Implementation Steps

This table lists the suggested global implementation steps for the JD Edwards EnterpriseOne Expense Management system:

Step	Reference
1. Set up companies, fiscal date patterns, and business units.	See Setting Up Organizations.
2. Set up accounts, and the chart of accounts.	See Creating the Chart of Accounts.
3. Set up the General Accounting constants.	See Setting Up the General Accounting System.
4. Set up multicurrency processing, including currency codes and exchange rates.	Setting Up General Accounting for Multicurrency Processing Setting Up Exchange Rates
5. Set up ledger type rules.	See Setting Up Ledger Type Rules for General Accounting.
6. Enter address book records.	See Entering Address Book Records.

Expense Management Implementation Steps

This table lists the suggested application-specific implementation steps for JD Edwards EnterpriseOne Expense Management:

Step	Reference
1. Set up user-defined codes, billable business units, next numbers, expense management policies, exchange rate identifiers, group profiles, expense categories, and expense reimbursement routing rules.	See Setting Up the Expense Management System.
2. Set up media queues, the workflow process, expense account mapping, tax mapping, pay type mapping, employee maintenance, and credit card security.	See Setting Up the Expense Management System.
3. Set up employee profiles.	See Setting Up Employee Profiles.