Weekly Digest, 9th Edition - Oracle Procurement & Accounts Payable, and Concur Travel & Expense

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10/13/20

Updates & Resolutions

Oracle Payment Plus Issue Resolved

The issue with a Payment Plus file upload into Oracle that was preventing some payments from being issued to suppliers has been resolved.

Training & Resources

Buying Goods & Services Videos

A Buying Goods & Services Video Playlist is available on the Budget & Finance YouTube channel. These short, succinct video demos are organized by title and topic. Watch them all as a complete training course or watch individual videos for a quick reference guide when you need them.

FIS Training Redesign

We are currently reassessing our existing training content for Oracle and Concur as well as adding new content to address gaps in our training. If there is a video guide for Oracle or Concur that you’d like to see, then please take the time to complete a quick survey to give us your ideas. If you cannot recall which videos currently exist, you may refer to our Budget & Finance Youtube Playlists

Get WalkMe for Oracle and Concur

WalkMe technology provides self-service, in-system guidance to walk users through tasks as they navigate Oracle and Concur. To take advantage of this guidance the WalkMe add-on must be installed on your browser(s). IT Services has published a KBA on How to Install the WalkMe Browser Extension.

Claim Mileage-Only in Concur

Check out this new KBA for step-by-step guidance on claiming reimbursement for mileage-only business trips in Concur Travel & Expense: How to Process Mileage-Only Reimbursements,

Payment Request

The Payment Request KBA has been revamped to provide guidance on how to submit a Payment Request as well as best practices.

Tips & Tricks

Financial Unit Approval Worklist in Oracle

Financial Unit approvers can view a full list of invoices pending their approval from the Oracle home page by clicking on the 'Tools' icon and selecting 'Worklist'. Approving invoices in the Worklist will move them on to the payment issuance stage. We recommend checking the Worklist on a regular schedule to reduce backlog and ensure timely payments.

How to View Your Department Approvers

There are two ways by which you can view your Financial Unit and Department Head approvers for Oracle and Concur. On Blink, the Oracle Procurement: Roles page offers an updated list of each financial unit’s approvers. If you have access to the Reports and Analytics module, you can also use the User Roles Report in Oracle to find your approvers. Information on how to obtain access to this module and the report can be found on the Oracle and Concur Role Requests Blink page.

About the Weekly Digest

Each Tuesday Integrated Procure-to-Pay Solutions (IPPS) will share new information and important updates related to Oracle Procurement, Oracle Accounts Payable, and Concur Travel & Expense. We value your time so we’ll keep the updates short and to the point!

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