How To Videos
How To videos have been created to support users who have completed training and been granted access to Oracle Financials and other software.
They are intended as a short reminder of how to perform individual tasks. This can be especially useful if the task is not carried out on a day to day basis.
Click the relevant title below to access links to the video(s) required.
Module
AP - Enter a Non-Standard Invoice
Link to videos for the following topics
- AP - Adding Freight Charges for an Invoice Matched to a Single PO
- AP - Add Freight Charges to an Invoice Matched to Multiple PO
- AP - Adding Freight Charges for Invoices with Differing Tax Treatments
- AP - Enter a Non-PO Invoice Coded to a Project
- AP - Enter a Non-PO Invoice with GL Coding
- AP - Enter a VAT only invoice
- AP - Enter an Invoice Related to a Blanket PO
- AP - Enter Fixed Asset Information
- AP - Match an Invoice to Multiple POs
AP - Enter Invoices and Credit Notes
AP - Reporting on Supplier Invoices
AR - Making Amendments
AR - Printing and Reporting
AR - Raising Sales Invoices
Link to videos for the following topics:
- AR - Add a VAT Relief Certificate
- AR - Add an Attachment- File
- AR - Add an Attachment- Short or Long Text
- AR - Add Freight to an Invoice
- AR - Income decision tree and primary purpose rule
- AR - Raise a Proforma Invoice
- AR - Raise Repeat Invoices
- AR - Reviewing Cost Centre and VAT
- AR - Select the Correct Line Item
E-EXPENSES – APPROVALS
EX - Create a Claim
Link to videos for the following topics
- EX – Upload Receipts Using the Web App
- EX – Create a Claim Header
- EX – Create a Mileage Claim
- EX – Create a Claim with Receipts
- EX – Itemise a Receipt
- EX – Allocate Costs
- EX – Create a Claim with Attendees
- EX – Create a Claim Without Receipts
- EX – Claims with Exceptions
- EX – View Claim History
- EX – View the Approval Position of a Claim
e-Tax for Accounts Receivable
GL - Account Hierarchy Manager
BUYER
PREPARER / REQUISITIONER
Link to videos for the following topics:
- IP - Add an Intended Use
- IP - Add Attachments
- IP - Add Items to Your Favourites
- IP - Amend a Supplier Email Address as a Preparer
- IP - Code a Requisition to a Project
- IP - Create Favourites Lists
- IP - Create Nicknames
- IP - Edit Favourites
- IP - Extra Editing for Requisitions
- IP – Raise a Blanket PO
- IP - Save a Requisition
- IP - Set Your Project Coding Preferences
- IP - Split distributions
- IP - Submit a Requisition for Approval
- IP - Update Distributions
- IP - Update Requester and Delivery Detail
SHOPPER & REVIEWER
Link to videos for the following topics:
- IP – Add an intended Use
- IP – Add Attachments
- IP – Add Items to Your Favourites
- IP – Code a Requisition to a Project
- IP – Convert Your Cart into a Requisition as a Shopper
- IP – Create Favourites Lists
- IP – Edit Favourites
- IP – Save a Requisition
- IP – Set Your Project Coding Preferences
- IP – Split Distributions
- IP - Submit a Requisition for Approval
- IP – Update GL Distributions
Project Departmental User
Link to videos for the following topics
- PR - Check Set Up Information in Self Service Forms
- PR - Create a Project Set
- PR - Review Commitments in Self Service Forms
- PR - Review Expenditure in Self Service Forms
- PR - Review Specific Expenditure Transactions in Self Service Forms
- PR - Review the Resource Status in Self Service Forms
- PR - View Current Position of Project in Self Service Forms
Project Enquiries User
Link to videos for the following topics:
- PR - Check Set Up Information in Self Service Forms
- PR - Review Commitments in Self Service Forms
- PR - Review Expenditure in Self Service Forms
- PR - Review Specific Expenditure Transactions in Self Service Forms
- PR - Review the Resource Status in Self Service Forms
- PR - View Current Position of Project in Self Service Forms
PROJECT MANAGER
Link to videos for the following topics:
- PR - Check Set Up Information in Self Service Forms
- PR - Review Commitments in Self Service Forms
- PR - Review Expenditure in Self Service Forms
- PR - Review Specific Expenditure Transactions in Self Service Forms
- PR - Review the Resource Status in Self Service Forms
- PR - View Current Position of Project in Self Service Forms
SGL - Create and Modify Reports in SplashGL
COSY
Contact us
:Finance Training Team
Finance Division
University of Oxford
23-38 Hythe Bridge Street
OX1 3ET
: finance.training@admin.ox.ac.uk
: 01865 (6) 16177