This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
Date | Module | Feature | Notes |
---|---|---|---|
02 SEP 2022 | Created initial document. |
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Optional Uptake of New Features (Opt In)
Oracle Cloud Applications delivers new updates every quarter. This means every three months you'll receive new functionality to help you efficiently and effectively manage your business. Some features are delivered Enabled meaning they are immediately available to end users. Other features are delivered Disabled meaning you have to take action to make available. Features delivered Disabled can be activated for end users by stepping through the following instructions using the following privileges:
- Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
- Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)
Here’s how you opt in to new features:
- Click Navigator > My Enterprise > New Features.
- On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
- On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. If a feature has already been enabled, you will see a check mark. Otherwise, you will see an icon to enable the feature.
- Click the icon in the Enabled column and complete the steps to enable the feature.
For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations in this update, you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with current Opt In Expirations across all Oracle Cloud Applications. Beyond the current update, the Financials forums on Cloud Customer Connect have details of Opt In Expirations upcoming in future updates.
Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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Feature |
Report |
UI or |
UI or |
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Notification to Employees When New Corporate Card Charges Arrive |
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Primary Receipt as Attachment for Expenses Created from Emailed Receipts |
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Service Excellence Continuing Investments
Our ongoing investment in service excellence has a focus on overall usability, resiliency, performance, and security. This work is based on monitoring performance trends, reviewing common use patterns, analyzing service requests, and participating in many discussions with customers.
In this update, our ongoing investment in service excellence includes improvements in the following areas:
Usability
- Improvements to error messages when posting process ends abruptly during intercompany balancing.
- Improvements to error messages when chart of accounts mapping rules include overlapping rollup rules.
- Improved auditing capabilities for the General Ledger Daily Rates business object.
- Enhanced the Journal Entry Reserve Ledger Report to denote reclassified assets with "R" in the report footnote.
- Improved the Asset Additions Infotile to include counts from custom queues as well as the predefined queues.
- Enhanced REST APIs to support updating Asset Retirement descriptive details.
- Invoice approval workflow history is enhanced to remove the duplicate comments, attachments and history records
- For cancellation action on multi-select invoices, enhanced invoice cancellation and approval logic to stamp the status correctly
- Enhanced business validation in Import Payables Invoices to limit processing of IDR invoices that belong to Business Unit provided as parameter to the job.
- Display the actual email recipients of an invoice in the Review Transaction page, instead of the default email address of the customer contact.
Performance
- Improved performance of the Inherit Segment Value Attributes process to only update account combinations when specific segment value attributes are updated.
- The Import Chart of Accounts Mapping Segment Rules process has been updated to resolve the performance issue when running in replacement mode.
- Improved performance of the posting process when multiple revaluation processes are running at the same time.
- Improved the performance while loading the Change Financial Details page.
- Improved the performance of the Extract Assets Reporting Data program to process only those assets that are affected after the previous run of the program.
- Improved performance of the Carry Forward Balances process for supporting reference balances.
- Improved performance when updating invalid accounting during subledger transaction sweeping processes.
- Improved performance of the Create Accounting process when transactions with accounting errors are reprocessed.
- Improved performance in the Create Accounting process when the accounting entry has a rounding difference.
- Improved performance in Create Mass Additions when processing high volume of invoice distributions.
Steps to Enable
You don't need to do anything to enable this feature.
Workflow Transactions Reassignments and Delegations Report
Use this report to review the workflow transactions reassigned or delegated by the designated employee or user to another employee or user. Auditors and administrators can use this report to ensure that delegation or reassignment of workflow tasks adheres to the organization's approval policy.
The report contains the following details:
Region |
Content |
---|---|
Transaction Details |
Details of the transactions such as invoice number, invoice date, invoice currency, invoice amount, and workflow status. |
Action Details |
Information about the action type (Reassign or Delegation) and action date performed by approver. |
Rule Details |
Details of the vacation rules defined by the employee. Includes the rule name, creation date, and the validity period on which the reassignment or delegation of workflow tasks is based. |
Originator User Details |
Information about the employee who has reassigned or delegated the workflow task through vacation or delegation rule or manual action. The information includes the name, person number, job name, and job level of the employee. |
Destination User Details |
Information about the employee to whom the workflow tasks are reassigned or delegated. Includes the name, person number, job name, and job level of the employee. |
Workflow transactions can be reassigned or delegated to other employees or users through vacation rules or manual action performed on the notification page. This report contains the following two sections.
- Transactions reassigned or delegated through the Vacation and Delegation rules page- This section contains the transaction details which are reassigned or delegated through vacation and delegations rules configured by employee or user.
- Transactions reassigned or delegated through the Notification page - This section contains the transaction details which are manually reassigned or delegated by users on the Notification page.
Workflow Transactions Reassignment and Delegations Report
Steps to submit the report:
- Navigate to the Scheduled Processes page.
- Click Schedule New Process.
- Search and select Workflow Transactions Reassignments and Delegations Report.
- Select the values for required parameters (Family, Product and Workflow).
- Click Submit.
Workflow administrators or auditors of the organization can review this report to ensure that:
- Workflow tasks are appropriately reassigned or delegated to other users.
- The reassignment or delegation of tasks adheres to the organization's approval policy.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
If you don’t enter the date parameters while submitting the report, it’s submitted for the last 30 days by default. Currently, this report is available for invoice approval workflow only.
Role And Privileges
- Users with Financials Application Administrator role can submit this report from ESS schedule process.
- Privilege details:
- Run BPM Workflow Reports
Balance Forward Bill View and Download in Bill Management
View and download customer balance forward bills in Bill Management. Users can download the balance forward bills for review and delivery.
The Balance Forward Bills infotile in the Account Overview page displays all balance forward bills delivered to customers using the Deliver Balance Forward Bills process in PDF format. Click a bill number to view or download the balance forward bill.
- Provides immediate access to a customer's balance forward bills from the Bill Management Account Overview page for review and download.
- Enhances a customer's business security policies.
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Financials No Longer Optional From: Update 23C
Tips And Considerations
- Click on Consolidated Output on Print Detailed Balance Forward Bills:Sub-Process or Print Summary Balance Forward Bills:Sub-Process Output to merge individual PDF files into a single PDF file for balance forward bills with delivery method of Paper.
- Balance forward bills generated before this feature uptake can't be downloaded from Bill Management.
Allocation for Itemized Expenses
Allocate specific percentages or amounts to a project or expense account during the itemization of expenses. The application calculates the percentage of allocation to the project or account using the amounts entered.
Update 22C introduced the ability to allocate specific percentages or amounts to projects or expense accounts at the expense item level during expense report entry. In update 22D, the feature is enhanced to support such allocation at the expense itemization level.
Any allocation specified at the expense item level automatically applies to any itemization lines created for that expense item. However, employees can update individual itemization lines to change the allocation method or proportions as required.
The ability to split allocations at the expense itemization level helps employees apply specific allocations to individual itemized expenses within an expense item. This helps accurately allocate costs incurred for business expenses across different projects and accounts within the same expense item.
Steps to Enable
To allow employees to split the allocation of expenses, set the Enable Split Allocation option in the Manage Expenses System Options page to Yes. You can enable this option for a specific business unit or all business units as required.
Tips And Considerations
- Any split allocation specified at the expense item level automatically applies to the itemization lines created for that expense item.
- Employees can change the allocation by updating the split method or proportion for individual itemization lines.
- Employees can choose to split the itemization lines directly without specifying a split allocation at the expense item level.
- Split allocation is not applicable for Personal expense itemization lines.
Key Resources
- For details on split allocation at the expense item level, refer to the 22C feature Expense Allocation Line-Level Split with Multiple Selections.
Detailed View of Audit Reasons by Expense in Expense Audit
View the audit reason for each expense item in the Audit Expense Report page. This helps auditors easily identify noncompliant expenses.
The rules and policies configured by the organization determine the selection of Expense reports for audit. At the time of the audit, the auditor reviews each expense report and the policy violations that caused the selection of reports for audit.
In the 22D enhancement, the Audit Rules Checked page accessed from the Audit Summary section provide additional information about the evaluated audit rules and their results. The top of the Audit Summary section within the Expense Report Summary displays the Audit Rules Checked link.
Audit Rules Checked Link in the Audit Summary Section
The Level column, added to the Audit Rules Checked page, indicates whether the audit rules apply at the expense report level, expense item level, or both report and item levels.
Audit Rules Checked Page
Additionally, the Details column on the Audit Rules Checked page displays the details of the Keyword Violations if any. These details are similar to the details available for the Duplicate Attendees and Duplicate Expenses audit reasons. Auditors can click the View details link in the Details section to review the audit information.
The Expense Items section has a new Audit Reasons tab along with the Audit Reasons filter. Using the Audit Reasons filter, auditors can filter expense items with specific audit reasons.
Audit Reasons Section and Filter
The Audit Reasons Details drop down list in the Audit Reasons section displays the list of audit reasons for filtering specific expense items for audit.
Audit Reasons Details Column
The Audit Reason details are available on the Expense Item Audit Reason Details page.
Expense Item Audit Reason Details Page
Prior to 22D update, the audit rule violations were only available at the expense report level in the Audit Rules Checked section. The auditor had to review the audit rules setup and determine the reasons for the violation of audit rules. The additional details for each audit reason at the expense report and expense item level, significantly reduce the time and effort that the auditor spends to audit each expense report. This leads to increased efficiency and expedites reimbursement for business expenses.
Steps to Enable
You don't need to do anything to enable this feature.
Role And Privileges
Users assigned with the Expense Auditor role can view this additional audit reason information during the expense report audit.
Enforcement of Daily Sum Limit for Entertainment Policies
Define daily sum limits for entertainment and gift expenses governed by entertainment policies. Specify rates for employee and nonemployee attendees to enforce daily limits per attendee for these expenses.
You can configure daily sum limits in entertainment policies, together with single instance limits and yearly limits depending on the policy requirements. If you define any rate determinants for the policy, then the daily sum limit will be enforced per attendee when the expenses are created. If there are no rate determinants defined, then the daily sum limit is enforced on the total receipt amount, and doesn't enforce a limit per attendee.
For example, if the policy allows to spend up to USD 50 per attendee for a day, then define the rate determinants by selecting Employee or Nonemployee attendee types in the policy setup and enter the allowed limits for each attendee type. Then, associate the policy to an expense type. When employees create expenses for this expense type, the application enforces the allowed limit per attendee. The application validates that the daily limit is enforced for any given attendee across all expenses of that type submitted by all employees for the day. If the same attendee was added to an expense by 2 different employees for the day, and if the total amount for that attendee violates the daily sum limit for that attendee type, then depending on the policy enforcement defined for the policy the application reimburses the upper limit or displays a warning or error to the employees.
Employee Attendee Added by Mary Johnson for 7/25/2022
Same Employee Attendee Added by Ted Brown for 7/25/2022 - Warning message displayed for the attendee violating the policy limit
When an employee submits an expense with the attendee amount in the warning tolerance limit, then the approver can see the Daily limit violation and Policy violations warnings in the approval notification. They can review the expense details and choose to approve or reject the report based on the company's policies.
Auditors also have visibility into the daily limit policy violations when auditing the report. If any of the reported attendee amounts are violating the defined daily rates, then the appropriate attendees are highlighted with a warning icon in the report. Auditors can verify the allowed limits on the audit page and take an appropriate action on the report. Auditors can review further details related to the violation in the Audit Reasons Details column.
Daily Limit Violation Displayed to the Auditor
Companies have more control over the enforcement of entertainment policies with the introduction of daily limit in entertainment policies. The ability to configure daily limits provides more flexibility in defining the policies for various expense types. By defining a combination of single instance limits, daily limits, and yearly limits for entertainment policies, companies can provide better policy guidance to employees.
Approvers and auditors have visibility into the policy violations if employees are submitting the expenses above the defined limits.
Steps to Enable
To define daily limits in entertainment policies, perform the following steps:
- Sign in as the Expense Manager.
- From the Setup and Maintenance work area, navigate to the Manage Policies by Expense Category page.
- Select Create Policy > Entertainment.
- Enter the policy name, description and select the attendee information you want to capture.
- Enable rate limit and select Daily sum limit under Rate Limit. Select the rate currency.
- Choose the rate determinants - select Employee or Nonemployee attendee types as the rate determinant if you want to enforce daily limit per attendee.
- Configure the policy enforcement and save the policy.
- In the Create Rates window, enter the daily limits you want to enforce for the selected attendee types.
- Save the policy and activate it from the Manage Policies by Expense Category page.
- Navigate to the Manage Expense Report Templates page, search for the template and select the expense type to which you want to associate the policy.
- In the Policies tab of the expense type setup page, select the policy you created in step 9. Enter the start and end dates and save the expense type setup.
The defined daily limits will be enforced based on the policy configuration when employees submit their expenses.
Tips And Considerations
- Use the entertainment policy to define single, daily or yearly limits that need to be enforced per attendee rather than on the total receipt amount.
- The limits defined in the policy will be enforced per attendee only if the policy has rate determinants set up.
- This policy can be associated only to entertainment policies.
Key Resources
- This feature originated based on the Idea Labs on Oracle Customer Connect: https://community.oracle.com/customerconnect/discussion/606567
Role And Privileges
To define daily limits for entertainment policies, you need one of these roles:
- Expense Manager
- Application Implementation Consultant
Enhancements to Create Report from Trips Process
Allow expense report creation from trip reservations before corporate card charges appear in Expenses. Enable expense creation for prepaid trip reservations that are not associated with a corporate card.
Expense Report Creation from Trip Reservation
You can configure the application to allow expense report creation from trips for corporate card employees, even if the card charges from the trip are not available in Expenses. If the setting Enable Report Creation for Users Before Card Charges Appear is set to Yes, then when creating an expense report from the trip, the application checks for any matching card charges for the reservation:
- If there are matching card charges, the application creates an expense report with these card charges.
- If there are no matching card charges, the application creates cash expense lines for the reservation and adds them to the report.
This applies to both automatic and manual report creation from trips.
Allow Report Creation for Corporate Card Employees
The Trips page provides Status and Trip Age filters so that employees can filter their trips easily.
Filter Trips by Status and Trip Age
Prepaid Trip Reservations
You can create prepaid reservations in Expenses using the Create a travel itinerary reservation API by setting the PrepaidFlag parameter to 'Y' in the reservation payload. When a report is created from the trip data, the application will automatically create prepaid cash expenses for the prepaid reservations, if the expense type is enabled for prepaid expenses. Employees can review the prepaid expenses in the report and make necessary modifications before submitting the expenses.
Business Benefit:
This feature benefits companies that use a centrally billed card to book employees' travel, or that prepay employees' travel expenses. The application can automatically create expense reports from travel reservations prepaid by the company. This helps speed up the expense submission and promote faster reimbursements.
The filters on the Trips page help employees easily identify their upcoming trips, or those that are yet to be expensed. This helps them take the necessary action on the trips quickly.
Steps to Enable
To enable report creation for card users, perform the following steps:
- Sign in as the Application Implementation Consultant.
- From the Setup and Maintenance work area, navigate to the Manage Expenses System Options page.
- Under Processing Options for Expense Report, set Enable Report Creation for Users Before Card Charges Appear to Yes. This option is visible only if Enable Automatic Travel Expense Report Creation is set to Yes in the same section.
You can enable this at the implementation level on the Manage Expenses System Options page, which applies to all business units. Alternatively, you can enable this for specific business units on the Create/Edit Business Unit window.
Tips And Considerations
Enable this setting when travel reservations are prepaid or charged to a centrally billed account that is handled outside the system.
Role And Privileges
To enable the new setting, you need one of these roles:
- Travel Administrator
- Application Implementation Consultant
Improved Address Selection for Commute Mileage
View enhanced search results when using maps to search for address locations during creation of mileage expenses.
Search results displayed when using maps to create mileage expenses are enhanced as follows:
- Addresses without postal codes are now included in the suggested search results.
- Search addresses with a specific postal code to display address suggestions for that postal code only.
- The search results now contain the country attribute, to help distinguish between similarly named locations in different countries.
The enhanced search results make it easier for the employee to choose the correct locations when using maps to calculate the mileage during expense creation.
Steps to Enable
You don't need to do anything to enable this feature.
Notification to Employees When New Corporate Card Charges Arrive
Send email notifications to employees when new corporate card charges arrive in their Expenses work area. These notifications remind employees to review and submit corporate card charges in a timely manner.
When the Enable Notifications for Credit Card Charges setting is enabled for a business unit, employees receive email notifications as soon as their corporate card expenses are available in the Expenses work area. The notification lists the newly created card expenses for the employee. Employees can either review expense details in the notification, or navigate to the Expenses work area to review and submit the expenses.
New card expenses notification
Business benefits include:
- Alerts employees to new card expenses.
- Facilitates the submission of corporate card charges in a timely manner.
- Helps avoid late payment charges for employees and the organization.
Steps to Enable
To enable this feature, perform the following steps:
- Sign in as the Application Implementation Consultant.
- From the Setup and Maintenance work area, navigate to the Manage Expenses System Options page.
- In the Corporate Options for Expense Report section, set the dropdown in the Enable Notifications for Credit Card Charges field to Yes.
You can enable this at the implementation level on the Manage Expenses System Options page, which applies to all business units. Alternatively, you can enable this for specific business units on the Create/Edit Business Unit window.
Key Resources
- This feature originated based on the Idea Labs on Oracle Customer Connect: https://community.oracle.com/customerconnect/discussion/517069
Role And Privileges
To enable this feature, you need one of these roles:
- Expense Manager
- Application Implementation Consultant
Primary Receipt as Attachment for Expenses Created from Emailed Receipts
Create expenses directly from emails that a user forwards with receipt attachments. Configure the application to attach the primary receipt or invoice only, instead of the complete email, as the supporting document for the expense item. The process can also convert the email to PDF and attach the PDF document to the expense when the receipt is embedded in the email and no additional attachments accompany the email.
Expense Attachment Preference
When the Expense Attachment Preference is set to Attach the email, the application adds the email as an attachment to the expense. The email is converted to PDF and the PDF document is attached to the expense. If the email had any attachments, then the primary receipt from the attachments is also added to the expense as a supporting document.
When the attachment preference is set to Attach the primary receipt from the email, the application attaches only the primary receipt to the expense and discards the email or any other attachments from the email. Primary receipt is the receipt which the application uses for creating the expense and for filling the expense details such as amount, location, merchant, etc. For example,
- If an employee forwarded an Uber receipt embedded in the email content, then the email acts as the primary receipt. The email is converted to PDF and added as an attachment to the expense.
- If an employee forwarded a blank email with a hotel bill added as an attachment, then the hotel bill acts as the primary receipt. The hotel bill is added as the expense attachment.
Business benefits include:
- This feature allows employees to access email attachments in PDF format from the Edit Expense page without any compatibility issues.
- Auditors can directly access the primary receipt when auditing an expense created from emailed receipts.
Steps to Enable
To configure the Expense Attachment Preference, perform the following steps:
- Sign in as the Application Implementation Consultant.
- From the Setup and Maintenance work area, navigate to the Manage Auto Submit and Matching Options page.
- Under Electronic Receipt Setup, select the Expense Attachment Preference based on your company policies or requirements.
You can configure this at the implementation level on the Manage Auto Submit and Matching Options page, which applies to all business units. Alternatively, you can configure this for specific business units on the Create/Edit Business Unit window.
Role And Privileges
To configure the Expense Attachment Preference, you need one of these roles:
- Expense Manager
- Application Implementation Consultant
Receipt Missing Indicator in Expenses Mobile Application
Provide employees with a Receipt missing indicator for expense items in the Expenses mobile application, for companies that permit submission of expenses with missing receipts.
An employee can enable the Receipt missing option in the Add Expense or Edit Expense screen in the Expenses mobile application for any expense with a missing receipt. If required by company policy, the employee must also enter a justification for the missing receipt.
Receipt Missing Indicator in Expenses Mobile Application
Approvers can also review the receipt requirement policy violation in the Expenses mobile application. The Approvals screen in the mobile application displays a policy violation warning message if receipts are missing for the expense reports. Approvers can review the expense details and take an appropriate action in the mobile application.
This feature allows employees to fully complete expense entry from their mobile application and submit them. Employees no longer have to go to the web application to provide missing receipt information.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- This feature originated from the Idea Labs on Oracle Customer Connect: https://community.oracle.com/customerconnect/discussion/497328
Role And Privileges
You don't need a new role or privilege access to use this feature.