COST CENTRE AND PROJECT DATA
Claimants will be asked to allocate costs to where they should be charged. The aim is to make charging costs to the right place first time as easy and efficient as possible. Claimants will be able to select most frequently used codes from the top of their list and they can search for other cost allocations by the cost centre or project code or by the first word of the cost centre or project name.
To ensure that there are no sensitivities in cost centre or project names, and to provide an opportunity to consider whether they are easy to search on, departments and colleges adopting eExpenses were sent a list of cost centre names, project short names and sub task names to review.
Key questions they were asked to consider were:
- Which cost centres and projects should be available for charging expenses to?
- Are the names of these cost centres sensitive? If so, rename them to something else because they will be searchable by all who can claim expenses against your cost centres
- Will it be easy for claimants to search based on the first word of the cost centre name? If not, consider renaming so the first name is intuitive for claimants
- Who should sign off this data before it is submitted for inclusion in eExpenses?
Updates will be possible after eExpenses goes live and between now and go-live. See the GL amendment process webpage on the Finance website.
It is essential that details of the right people are input into SAP Concur eExpenses so that claims can flow through the process seamlessly. Departments and colleges adopting eExpenses have undertaken the following activities:
- Checked that top task managers in Oracle projects are appropriate to undertake the budget-holder review for project expense claims, and provided an alternative if they are not. Budget-holder review is mandatory for project claims. [Project approvers do not mimic the purchasing hierarchy.]
- Provided names of budget-holders for GL (general ledger) cost centre codes, if these are required.
- Advised who will have delegated authority to approve expense claims at each of the levels in the approvals hierarchy as listed below. These are mandatory within eExpenses.
- Approver level 1: (approval limit of 1 pence): checks and approves all claims before they progress to authorised signatory approval
- Approver level 2: (approval limit of up to £1,000): authorised signatory for claims of up to £1,000, approves claims above £1,000 to progress to next approver
- Approver level 3: (approval limit up to £10,000): authorised signatory for claims of up to £10,000
Within eExpenses master accounts are set up for each approver level within each department. This means that multiple approvers are delegated authority within the system. All of these approvers will receive an email notification when an expense claim needs attention and it will be dealt with on a first past the post system. In other words, once one approver has actioned the claim, the others will not be able to access it although they will still be able to view it. It is possible to manage notifications so that, for example, only one person receives the email.
Updates will be possible after eExpenses goes live and between now and go live. Further information is available at Maintaining roles and data in eExpenses.
PREPARING YOUR CLAIMANTS
The project team has a communications and training strategy in place but finance and administrative staff within departments and colleges that are adopting SAP Concur eExpenses will have a role to play in assisting claimants as they move to using the new system.
Go-live communication pack
A go-live communication pack has been distributed to HAFs, or equivalent, and other key contacts. The purpose of this is to support you when you decide to introduce SAP Concur eExpenses in their department or college. The pack contains:
- eExpenses Go-live checklist: please work through this to help inform when your department will be ready to introduce eExpenses
- PowerPoint slide deck containing:
- Countdown emails for claimants: editable text for two emails which we recommend are sent to claimants two weeks before and on the day you start using eExpenses
- Email template for expenses approvers: editable text for sending to people identified as budget-holders and/or authorised approvers at the 1p, £1,000 and £10,000 level or for senior colleagues in eExpenses
- Draft text for local channels: editable text for publication in departmental newsletters, intranet, email updates etcetera
- Email text for sending to people who continue to use the paper expenses claim form when eExpenses is live
- PowerPoint slides from the Administrators launch sessions held in the second half of 2021
- Posters: editable PowerPoint version for virtual display (and a Word version for physical display where departments have people working on site)
- PowerPoint slides that can be used as a whole or piecemeal at staff meetings, team meetings and similar
- Introductory video (4 minutes duration) that can be shared with colleagues. This is available via the central Finance YouTube channel
- HAF webinar: recording of the original 2020 webinar, which you might find useful to review as a reminder
- PA webinar: recording of original 2020 webinar, which could be useful as a reminder for colleagues who support others with their expense claims
- Demonstration of eExpenses: concentrating on delegation of expense claims