What We'll Cover

  • Introduction to Expense Management

    Learn the importance of accurate and timely expense reporting within your organization

  • Entering and Submitting Expenses

    Discover how to properly enter and submit your expenses

  • Managing Your Own Expense Claims

    Learn how to view, manage and edit your expense entries

Course Description

Expected Duration: Approximately 1 hour

The timely submission of expense claims is critical to ensuring the financial management of a project is accurate. This course will cover understanding expense entry in Kantata, how to submit expenses, and how to navigate the expense entry pages for submitting and managing expense claims.

In addition to the readings, resources, and demo videos, this course also includes knowledge check questions and activities. 


Course curriculum

  • 1
    Module 1: Introduction to Expense Entry
  • 2
    Module 2: Entering and Submitting Expenses
  • 3
    Module 3: Managing Your Own Expense Claims
  • Course Overview & Learning Goals Interacting With Your Course Activity: Accessing the Kantata SX Portal Scenario: Meet the Team Module 1: Introduction to Expense Management Scenario: Introduction to Expense Management Reading: Expense Key Concepts & Overview Knowledge Check: Calendar vs. Grid View
  • Module 2: Entering and Submitting Expenses Scenario: Entering and Submitting Expenses Reading: Creating a New Expense Claim Demo: Creating an Expense Claim Reading: Copying Expense Items from a Previous Claim Activity: Expense Entry Knowledge Check: How to Enter Expenses
  • Module 3: Managing Your Own Expense Claims Scenario: Managing Expense Claims Reading: Finding & Reviewing a Claim Reading: Expense Claim Approval Process Demo: Reviewing an Expense Claim Reading: Making Corrections to an Expense Claim Activity: The Homepage - My Expenses Component Reading: Reporting Reading: Printing Expense Claims Reading: Using the Mobile App Knowledge Check: Managing Your Own Expense Claims Survey: Course Feedback Course Completion