Finance System Training

Expense eTraining Videos

• Enter an Expense.   | Tips

• Enquire on your Expense

• Approving & Rejecting Expenses

• Expense Reports

• Delete an Expense

Purchasing eTraining Videos

• Purchase Requisition Entry - Club Travel 

• Procurement Overview Training

Sales Order eTraining Video

• Sales Order Entry

• Sales Order Reports

• Sales Order Workflow Enquiries

Expense Entry Tips

Note the Expenses system is a module of the University's ERP financial system and is held within the UL network for access and security reasons:

• Use either the Forticlient or WVD access route to log into ERP Expenses system; (ITD Guidance Blended / Hybrid Working - UL| SSP (topdesk.net) )
• Remember to load your receipts on to OneDrive before you start your expense claim.  Give them sensible names such as hotel/flight/restaurant (not receipt 1/2/3) so that you can find, upload and match them easily.
• If you have multiple lines in your claim best advice is to save as Draftevery few lines to avoid any issues with weak technology connections.
• If you have any issues with your browser or screen, try using a different browser - Edge or Chrome tend to work better but remember you can clear your cache to improve their use.

Agresso Training User Guides

• Activating a Substitute
• Expense Entry and Approval
• Expense Entry and Approval School Procurement Tutors
• Fixed Asset Reporting Online and Requesting updates on a FA Record
• Good Receiving
• Online Reports
• Purchase Requisitions Entry and Approval
• Sales Order Entry, Approval and Debtor Management