OBI Expense Requests Workshop

Wednesday February 25, 2015

Three sessions of a hands-on workshop have been scheduled to assist users with the transition to new Oracle Business Intelligence (OBI) Expense Requests and SU Credit Card Activity dashboard reports.

The new dashboard reports, which were rolled out Feb. 9, include Expense Request system transaction details (e.g., expense reports/reimbursements, Stanford Travel Card transactions, advances, non-PO payments, and petty cash replenishments), historical iOU transactions, and Stanford Purchasing Card transactions recorded in the PCard module of Oracle Financials.

The workshop sessions will be held at Birch Hall, 105 Lab A, on these dates and times:

Tuesday, March 3      9:30 a.m.– 11 a.m.
Tuesday, March 10     9:30 a.m.– 11 a.m.
Thursday, March 26    1 p.m.– 2:30 p.m.

Note:  Registration is required to attend the workshop. Space is limited to 18 people per session; attendees should sign up for only one session.

The workshop is designed for those who have already taken online training. To enroll, you must have completed these courses:

  1. FIN-0340: Introduction to OBI Financial Reporting (Those with existing access to the OBI Payroll and Labor Management dashboard are not required to take this course.)
  2. FIN-0353: OBI Financial Reporting – Expense Requests & SU Card Activity Predefined Reports

See OBI Access on Fingate for more information on dashboard access and authority.

In addition to the workshop, other resources are available to facilitate this transition.

 

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