What You'll Learn

  • The purpose of the Travel & Expenses process

  • The 3 activities in the Travel & Expenses process

  • The prerequisites for the Travel & Expenses process to work

60 minutes

Estimated time to complete

Course curriculum

    1. Welcome to this course: Travel & Expenses in DRC Dynamics

    2. Start Here

    3. Where are we in the Business Process?

    4. Flowchart: Where are we in the Business Process?

    5. Who is Travel & Expenses for?

    6. Prerequisites

    7. Course Structure

    1. Travel & Expenses in HQ versus International Operations

    2. Introduction to Travel & Expenses

    3. Learning Objectives

    4. The Purpose of Travel & Expenses

    5. Summary: The Purpose of Travel & Expenses

    6. Key Terms & Definitions

    7. The Travel and Expense Process

    8. Visualize the Travel & Expense Process

    9. Knowledge Check

    10. The 3 Activities Explained

    11. Pre-Requisites for the Travel & Expenses Process

    12. Wrap Up of Introduction to Travel & Expenses

    13. Get Ready to Review Introduction to Travel & Expenses

    14. Review of Introduction to Travel & Expenses

    15. CONGRATULATIONS

    1. Travel & Expenses for HQ Employees

    2. Learning Objectives

    3. What is a Travel Requisition?

    4. The 3 Key Elements to making a Travel Requisition

    5. Costs to be included in the Travel Requisition

    6. Booking Flights Through a Travel Agent

    7. Travel Requisition -Scenario

    8. Visual: Make a Travel Requisition

    9. Video: Make a Travel Requisition

    10. Knowledge Check - TR

    11. Cash Advance

    12. Cash Advance cont'd

    13. Visual: Request a Cash Advance

    14. Video: Request a Cash Advance

    15. Knowledge Check - CA

    16. Settle Expenses

    17. Settle Expenses cont'd

    18. Visual: Submit a Simple Expense Report

    19. Video: Submit a Simple Expense Report

    20. Submit Expense Report linked to Travel Requisition & Cash Advance

    21. Visual: Settle a Travel Requisition in an Expense Report

    22. Visual: Settle a Cash Advance in an Expense Report

    23. Knowledge Check - Expense Report

    24. Troubleshooting for HQ Employees

    25. Wrap Up of Travel & Expenses for HQ Employees

    26. Employee Support

    27. CONGRATULATIONS

    1. Welcome to Travel & Expenses for Managers

    2. Learning Objectives

    3. Authorization or Approval - What's the difference?

    4. Approval & Authorization of Travel & Expenses

    5. Ask Questions...

    6. What To Do Before Approving?

    7. What To Do Before Authorizing a Travel Requisition?

    8. What To Do Before Approving a Cash Advance?

    9. What To Do Before Authorizing an Expense Report?

    10. Visual: How it looks in DRC Dynamics

    11. Video: Approval in DRC Dynamics

    12. Video: Authorization in DRC Dynamics

    13. Delegations

    14. Visual: Delegations

    15. Troubleshooting for Managers

    16. Wrap Up of Travel & Expenses for Managers

    17. Get Ready to Review Travel & Expenses for Managers

    18. Review Travel & Expenses for Managers

    19. Employee Support

    20. CONGRATULATIONS

    1. Travel & Expenses for Finance

    2. Learning Objectives

    3. Cash Advances

    4. Post a Cash Advance

    5. Visual: Post a Cash Advance

    6. Video: Post a Cash Advance

    7. Process a Payment

    8. Make a Vendor Payment Journal

    9. Visual: Make a Vendor Payment Journal: Cash Advance

    10. Video: Make a Vendor Payment Journal: Cash Advance

    11. Knowledge Check - Cash Advance

    12. Expense Reports

    13. Post Expense Reports

    14. Review Expense Report

    15. Visual: Reject an Expense Report

    16. Visual: Post an Expense Report

    17. Video: Post an Expense Report

    18. Make a Vendor Payment Journal: Expense Report

    19. Video: Make a Vendor Payment Journal for Expenses

    20. Intercompany Expenses

    21. Intercompany Expenses

    22. Intercompany Expenses Process

    23. Intercompany Transaction Overview

    24. Knowledge check - Expense Report

    25. Troubleshooting for Finance

    26. Manage Travel & Expenses on behalf of others

    27. Set up Delegates in DRC Dynamics

    28. Set up Delegates in DRC Dynamics

    29. Wrap Up of Travel & Expenses for Finance

    30. Get Ready to Review Travel & Expenses for Finance

    31. Travel & Expenses for Finance - Quiz

    32. Employee Support

    33. CONGRATULATIONS

    1. Travel & Expenses for Admin Staff

    2. Learning Objectives

    3. Manage Per Diem Rates

    4. Per Diem Rates - 2 Tasks

    5. Add Per Diem Locations

    6. Visual: Add Per Diem Locations in DRC Dynamics

    7. Set Per Diem Rates

    8. Set Per Diem Rates Per Day or Per Hour

    9. Visual: Set Per Diem Rates in DRC Dynamics

    10. Video: Setting Per Diem Rates in DRC Dynamics

    11. Updating Per Diem Rates

    12. Knowledge Check

    13. Manage Travel & Expenses on behalf of others

    14. Managing Travel & Expenses on behalf of others - examples

    15. Manage Travel & Expenses for another DRC Employee

    16. Visual: Set up Delegates in DRC Dynamics

    17. Video: Set up Delegates in DRC Dynamics

    18. Manage Travel & Expenses on behalf of another DRC employee

    19. Video: Manage Travel & Expenses on behalf of another DRC employee

    20. Manage Travel & Expenses on behalf of non-DRC employees

    21. Wrap-Up Travel & Expenses for Admin Staff

    22. Get Ready to Review Travel & Expenses for Admin Staff

    23. Travel & Expenses for Admin - Quiz

    24. Employee Support

    25. CONGRATULATIONS

About this course

  • 127 lessons
  • Video Content