SAP Travel Receipts Management by OpenText: Product Demo

Explore how SAP Travel Receipts Management by OpenText supports employees and managers in entering and processing travel receipts.

  • http://sapvideo.edgesuite.net/vod/demos/sap-travel-receipts-management-by-opentext-streamline-the-processing-of-travel-expenses-demo-us.mp4
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    • Introduction to the SAP Travel Receipts Management application by OpenText. Streamline the processing of travel expenses.
    • In this demo, you’ll see how SAP Travel Receipts Management supports the efficient processing of travel expenses by employees and managers.
    • SAP Travel Receipts Management integrates with the SAP Travel Management and SAP ERP applications to help you streamline travel-expense accounting.
    • Diane is an employee at a company that uses SAP software to handle travel expense accounting.
    • She uses the employee self-service interface in the software to enter receipts into an existing expense report.
    • In the traveler work center, she clicks “change travel expense report” and accesses the receipts that are stored in SAP Travel Management.
    • Diane takes advantage of the thumbnail feature to view the scanned copies of the receipts that she has already uploaded.
    • This helps her keep track of her expenses quickly and easily. She accesses the taxi receipt by clicking on the thumbnail.
    • Then, she assigns this receipt to the expense category, “taxi,” in SAP Travel Management.
    • And, she checks to make sure that the expense is shown in the right currency and the right amount before saving her work.
    • Diane realizes that a receipt is missing and that she needs to send it to her e-receipt repository.
    • By entering her employee ID number in the subject line, Diane ensures that she will be notified when the item is uploaded.
    • She opens the electronic ticket receipt to make sure that it’s the right one.
    • Diane now uses SAP Travel Receipts Management to e-mail the receipt to the e-repository.
    • If needed, she can also take a picture of the receipt using a BlackBerry or iPhone device, and send that to SAP Travel Receipts Management.
    • Now, Diane gets an automatic notification in her inbox confirming that the receipt was uploaded correctly.
    • A copy of the e-receipt can be attached to the notification e-mail, so she doesn’t need to create manual copies for her personnel records.
    • Diane now goes to the expense report and checks it using the thumbnail for the itinerary.
    • Richard is a manager at the company. He uses SAP Travel Management to access the workflow for manager self-service.
    • Richard clicks “approve trip and expenses” to view employee trip receipts, and take appropriate action or approve them.
    • He sees there is a pending expense report for Robert Kramer. First, he takes a look at the report that’s been uploaded for approval.
    • Now he wants to check some of the receipts that are attached. Richard is satisfied that the receipts are in order, so he approves the expense report.
    • As you have seen, SAP Travel Receipts Management works with SAP Travel Management and SAP ERP to help employees and managers keep track of expenses quickly and easily,
    • upload and access receipts in an e-receipt repository, assign expenses to the right category, and check and approve trips and expenses.
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