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Administrator Guide

Reference: Expenses Hub Sections

Reference: Expenses Hub Sections

The

Expenses Hub

displays each of the sections in this table when:

Payees have the relevant expense data.

You grant payees the necessary security permissions.

Section	Security	Description	Additional Information
Overview	Self-Service: Credit Card in the Common Financial Management functional area. In the Expenses functional area: Self-Service: Expense Report Self-Service: Receivable Repayments Self-Service: Spend Authorization Self-Service: Travel Booking	Dynamically displays these cards depending on which expenses need attention, and each card includes a link to a related report: Expense Balance Owed Cash Advance Balance Owed Spend Authorizations to Submit Expense Reports to Submit Transactions to Expense Payees can also use this section to access tasks to create: Expense reports. Spend authorizations.	Set Up Hubs Reference: Home Page Cards
Expense Reports	Self-Service: Expense Report	Displays the My Expense Reports report, which payees can use to cancel, change, edit, and submit expense reports. From this section, payees can also access tasks to create expense reports.	Steps: Set Up Expense Reports Create Expense Reports Create Expense Reports for Pre-Hires
Expense Transactions	Self-Service: Credit Card Self-Service: Expense Report Self-Service: Travel Booking	Displays the My Expense Transactions report, which payees can use to view: Credit card transactions. Quick expenses. Travel booking records. Payees can also use this section to access the Edit My Expense Transactions task to: Close credit card transactions and travel booking records, and specify close reasons. Edit details on their quick expenses. From this section, payees can also access the Create Expense Report task.
Expense Outstanding Balance	Self-Service: Receivable Repayments	Displays the Expense Outstanding Balance report when payees have expense reports with negative balances.	Steps: Set Up Accounting for Negative Reimbursable Expense Reports
Spend Authorizations	Self-Service: Spend Authorization	Displays the My Spend Authorizations report, which payees can use to cancel, close, edit, and submit spend authorizations. From this section, payees can also access the Create Spend Authorization task.	Steps: Set Up Spend Authorizations Create Spend Authorizations
Cash Advances	Self-Service: Spend Authorization	Displays the My Cash Advances report when payees have 1 or more cash advances. Payees can use the report to view their cash advances, including remaining cash advance balances.	Steps: Set Up Cash Advance Requests
Reimbursable Allowance Plan	Self-Service: Expense Report	Displays the View Reimbursable Allowance Plan Activity report when you assign 1 or more reimbursable allowance plans to payees. Payees can use the report to view their allowance plan entitlements and remaining balances.	Create Allowance Plans
Travel Profile	Self-Service: Expense Report	Enables payees to view and edit their travel profiles, including: Expense credit cards. Travel preferences. Vehicle information. When payees click My Credit Card Transactions from within this section, we redirect them to the Expense Transactions section on the hub.	Create Travel Profiles
Payment Elections	Self-Service: Payment Election in the Expenses functional area.	Enables payees to manage: Bank account details. Payment elections. From this section, payees can also identify payment elections requiring setup, and they can configure these elections from within the hub.	Steps: Set Up Payment Elections Maintain Payment Election Rules Maintain Payment Elections

2022R2 What's New Post: The Expenses Hub