In this article i have given a broad outline of the setups to be done for iExpense implementation ,this may vary depending on the requirements for your implementation 
1) Set the tax Codes to be Uses in iExpenese
Payables - > Setup- > Tax - > Codes
2) Set the Hierarchy for Tax Code Defaulting
Payables - > Setup- > Options - > Payables
Here template mean expense template .
3) For Project based expenses set the Expenditure type to be used in iExpense
Project ->Setup - >Expenditures - > Expenditure Type
To use a expenditure type it has to be assigned to Expenditure type class of "Expense Reports"
4 ) Payables Manager: Setup > Options > Financials
Expense Clearing Account ->This will be a default liability account for iExpenses expenses reports imported into Oracle Payables
5) Payables Manager: Setup > Options > Payables
Internet Expenses users can specify a reimbursement currency that is different from your company functional currency only if Oracle Payables is set up for multiple currencies
6) Payables - > Setup - > lookup - > Purchasing
7) Setup the signing limits
Paybles - > Employees- > Signing Limits
Expense Report goes to the Person defined here based on the cost center and the signing limit for approval
8 ) Setup Employee as suppliers
9 )
Create Expense Templates
Paybles - > Setup - >Invoice - > Expense Report Templates
Define Expense Items and assign then to Expense categories and for project based expense assign them against the project expenditure type . You can define policy and assign the policy schedule here and , dictate if justification is always mandatory or only with the policy violations . Default GL Accounts to ease the data entry for the users .
10)
Paybles - > Setup - > Options -> Payables
Set the Default Expense Template to be Used here , and mention if the prepayment can be applied against expense report by checking the apply advances check box .
11 ) To Show project and task on iExpense , do the changes in AK Developer and enable the node display .
12) Log on to Internet Expenses Setup and Administration
A - > Create Policy Schedules for your Expense Categories .
B - > Setup the expense field you want to enable or disable .
C -> Setup the Accounting flexfield to enabled , to let users update the default segment value .
13 )
A) -> Make sure all expense approving managers are set up as Oracle users.
B) -> Make sure every employee is assigned to one Oracle user only!
C) -> Submit the Synchronize WF LOCAL tables process regularly to update the Workflow resource information
14 ) Technically some of the customization which can be done of iExpenses are
A) OA Framework Customization on the Page
B) Customize Project Expense Report Account Generator (PAAPWEBX)
C) Customize expense approval workflow by default it follow employee supervisor hierachy
15) Some of the important Profiles in iExpenses are given below , use them as per your requirement
OIE:Allow Credit Lines Yes
OIE:Allow Non-Base Pay No
OIE:Approver Required Yes, with Default
OIE:CC Approver Req No
OIE:CC Payment Notify Yes
OIE:Carry Advances Forward Yes
OIE:Enable Advances Payables
OIE:Enable Approver Yes
OIE:Enable Bar Code
OIE:Enable Cost Center Read-only
OIE:Enable Credit Card No
OIE:Enable DescFlex Lines Only
OIE:Enable Expense Allocation Splitting Yes
OIE:Enable Expense Allocations Automatically-enabled, with Online Validation
OIE:Enable Policy
OIE:Enable Project Allocations Yes
OIE:Enable Project Expenditure Organization Yes
OIE:Enable Tax Yes
OIE:Grace Period 30
OIE:Purpose Required No
OIE:Report Number Prefix XXX-EXP:
16) Once the expense report is approved it can be imported into payables by running the expense report import program which will load as a Payable invoice of type "Expense Report"
Subscribe to this comment's feedwritten by Rajesh Khatri , June 16, 2008
It is wonderful presentation you prepared. It is of great help to all oracle community.
Keep it up.
Thanks
Rajesh
written by Koteswara Reddy , June 19, 2008
It is a great explanation, It is easy understand to all, Screen Shots are very nice which are prepared by you.
I am a technical, I need to get tables and columns.
Pls help me. Ur job well done.
Thanks
Koteswara
written by Apps , July 09, 2008
I need urgent help. I tried to create i-expense report. At first step of this process, I entered cost center value but it s said that not valid value.So I cant continue to next step.
Please help me that how can I assign right cost center value ?
PS: Where should I look at system to check cost center that are available for usage at I-Expense report ?
Thanks
APPS- >
Cost center is derived from the Employee record in HRMS .
Thanks
Prasad
written by T. Dheeraj Singh , July 29, 2008
Thanks for preparing and giving excellent presentation. It's very worth full and easy to understand.
Regards
Dheeraj
written by Venkateswar Rao , August 01, 2008
written by shiva kalapatapu , September 05, 2008
written by bal , October 13, 2008
I want to know weather we can enable the Project and Task field as per Organization .
I want to show this field for only project releted employee .
And please let me know the Navigation for Regions in AK developer .I do not understand that
Thnaks and Reagrds
Balkrishna
written by bal , October 13, 2008
written by ramanathan , October 15, 2008
hi - >
please drop me a line at This e-mail address is being protected from spambots. You need JavaScript enabled to view it '> This e-mail address is being protected from spambots. You need JavaScript enabled to view it
thanks
Prasad cp
written by GaneshMane , October 16, 2008
We are implementing a iexpense for one of our OU and we are not able to see any projects in the Projects LOV while creating ER.
We are facing this problem in iprocurement also. There also we are not able to see any projects in project LOV while creating requisition.
Your help on this will be highly appreciated.
Thanks
Ganesh Mane
Ganesh - >
Projects are OU specific , please check if you responsibility is assigned to MO Operating Unit .
Thanks
Prasad
written by Kush , October 27, 2008
I am working on iexpense (11.5.10.2.) on my current project and using AME rule to route my expense reports for approval to cost center managers. Now,there is one more requirements from business side that if employee submits the project based expense report, the expense report should go to cost center manager for the approval as well as project manager.
I dont know how to handle/how to route one expense report for 2 different approval using same AME rule. Any idea or can anyone guide me?
written by Sansu , December 23, 2008
I would like to know if i can restrict access to Expense Report Template to certain user(s) or a Responsibility within a given Operating Unit. Has anyone done this before?
Thanks in advance for your suggestions.
written by frnd , January 21, 2009
on cost center.
but for some employee data based on cost center is not in sorting order.
can u tell why this happens .any profile option exists.very urgent.can u help me.
written by vijayveer , March 13, 2009
written by yshnavi , April 20, 2009
Thanks,
YShu
written by Daman Kumar , September 08, 2009
Nice job in documented the process.
i have little different Question. I am setting approval (standard, Non AME) across different Set of books. It is getting forwarded to next level of manager, even if the first manager has suffecient limit.
Any Advice.
Thanks, Daman
written by Saikumars , September 10, 2009
Thanks for preparing the good presentation.
I want to restrict the Expendiure organization based on the project selected in Expense Allocations page.
Can you please suggest me how to achieve this requirment.
Thanks,
Sai
written by J , February 08, 2010
We have a requirement to customise ICX_PROJECT_NUMBER(Proj No) Column in iexp.Appreciate your inputs.
Regards,
J
written by mohangundepudi , April 16, 2010
At the outset I would like to appreciate your valuable effort in bringing out the presentation in such a lucid manner.
My client has the following requirement.
" There is no interface to Inventory or Purchase order module from Iexpense. So user should process double entries to account purchased goods:
- Enter info about purchased goods in iExpense
- Create Purchase order or inventory transaction to increase inventory
User is not able to define Supplier and inventory items in expense report as well "
can you guide me on how to proceed further in this scenario.
your valuable guidance and inputs are earnestly solicited.
regards
mohan
written by Ravinder Yadav , February 09, 2011
This is very good document.
I just want to confirm. Base currency is INR and expense report in USD after auditing Invoice genrate in AP in INR.I want if Expense create in USD import in ap also in USD.
Thanks in advance.
Ravinder
written by pankajbaishnab , May 12, 2011
The Expense report was approved and is ready for Payment. But, there is no Accounting value (no cost center) in the Expense report.
Although the person's Assignment has Cost Center in Purchase Order Information
Please help soon.
Regards
Pankaj
written by ERP User , January 16, 2012
ER Submitted
Being Revied and Audited
Ran the expense report export
written by Vijaya , January 19, 2012
Thanks,
Vijaya
Hats off to you for preparing the presentation. You have put everything together so any one can look into this any time if he/she forgets. Thank you very much for all your efforts in preparing the material. Greatly appreciate all your efforts for providing valuable information.A job well done.
Regards,
Kasi, Vijayakumar.