Travel and Expense Module

Size: px
Start display at page:

Download "Travel and Expense Module"

Transcription

1 Travel and Expense Module Creating a User Profile Creating a Travel Authorization Report Creating a Travel Expense Report Workflow Process Travel Specialists Nasim Khazaie ADM 109G Kasady Hoffman ADM 109H

2 Creating a User Profile 1. Go to 2. Use your username and password that you use to access your work computer Main Tabs: Delegate, Expense Manager, Profile Click here to Logout. Click here to access the help database. Profile Tab: Two options are available; Profile view and Assign Delegate. Verify your information Assign delegate Address: This should reflect the address that payroll has on file. Your UCO address. Approver: Default to Travel Office Workflow Login ID (approvers only): UCO username 1. Click the Add Delegate icon on the bottom right of your screen 2. Type in the last name of the person to be the delegate. 3. Select the correct person from the list. 4. Click Select 5. Click Save Funding Default: Payroll/department Organization #

3 Creating a Travel Authorization Report Only for Out of State/International Travel Delegate Click the delegate tab to select the traveler. NOTE the person has to add you as a delegate first before you can have the option to select them as traveler. Expense Manager To start a Travel Authorization: General Information 1. Click on the Expense Manager 1. Fill out all fields. 2. Click Authorization Reports Report Name: 3. Click new last name, State code, return date Purpose: Description should be full name of conference or meeting (NO ACRONYMS). Report Type: Select from list period. Report Date: Current accounting SAVE AND CONTINUE

4 Itinerary Add Itinerary Information Click Add Remember: For domestic travel always use Search Location to retrieve the correct location. Remember: For international travel first search for the correct nation. Then type in the city (spelling must be correct in order to receive the correct per diem rate). Click Save and Continue Once itinerary information is complete it will show up under the From box. Make sure ALL information is accurate. To edit, click on information to highlight and it will pull back up in the Add Itinerary section. Anytime you need to modify, click on the item that needs to be modified and click on the pencil icon. If itinerary information changes dates, your per diem information will also change. Click Yes to continue and new per diem information will appear. Once itinerary is saved, this box will appear. Click Yes or No. If yes, do not uncheck any meals on the Travel Authorization Report (adjust meals provided in the Travel Expense Report). Per Diem has been auto calculated based on destination selection as well as meals provided selection. Expenses: Reimbursable and Non Reimbursable Click save for each estimated expense!

5 Creating an Expense Report Note: Do not create TA for In-State travel If you need to create a new Expense Report (Travel Reimbursement) without a previously submitted authorization: 1. Click on Expense Manager 2. Click on Expense Reports 3. Click on New 4. Follow the same steps at the travel authorization. 5. Note that this is only allowed for in-state travel. All out-of-state travel must have a valid travel authorization. If a Travel Authorization (TA) is created prior to the trip, you would want to follow these steps to create the Expense Report: 1. Click on Expense Manager 2. Click on Authorization Reports (only for out of State/International travel) 3. Click the TA once (highlighted) 4. Click generate Expense Report in the bottom right corner 5. Review each page and update any change in expenses by clicking on the expense line and inserting correct amount and click save 6. Attach all the travel documents as PDF file (the attachments will not be copied from the TA) 7. NOTE: The TR must always contain an attached Statement of Oath 8. NOTE: Tips can only be reimbursed up to 15% 9. NOTE: John Kilpatrick Turnpike toll expenses are not included for reimbursement, because it is considered as a convenient route and not necessary.

6 10. Attachments: Make sure to attach airfare receipts (quotes from TA), conference agendas, registration receipt, lodging information and receipt, and all other related travel documents. 11. Comments: Anything out of the ordinary that the Travel office needs to know (For example: conference will last three days business portion, but I will stay on personal vacation for additional 4 days). 12. Related Documents: Travel Authorization Reports (TA) and Expense Reports (TR) will be displayed as linked together in this section. 13. Status History: Every approval step the selected travel authorization has been through. Please make sure to look at this to determine if correct routing has taken place. Approval Workflow will display (from bottom to top) where the report is in the approval process NOTE: As a delegate, you will submit Review each page for accuracy and then click Submit. For Traveler Review. Workflow Process The purpose of the Travel Module is a paperless travel system for travel requests and reimbursements that includes an electronic approval process and time stamped tracking to capture efficiencies and cost savings. Travel and Expense Banner Workflow: A Banner product that moves work through predefined processes. 1. You will receive an (click on the hyperlink in the ) Log In 2. Choose the correct report to view

7 3. Any selection other than approve requires a comment. 4. You have the options to approve, deny, return for correction, add comments or add another approver on the fly. 5. NOTE: Workflow and the T&E Module are only available off campus to those with VPN Security setup. 6. Workfkow list will follow the Banner Hierachy and should be read from bottom to top. "Systems are the essential building blocks of every successful business." "Systems are the essential building blocks of every successful business."

Travel and Expense Management User Guide. Revised 02.04.15

Travel and Expense Management User Guide. Revised 02.04.15 Travel and Expense Management User Guide Revised 02.04.15 2 Table of Contents Access TEM and Review Profile. 4 Submitting a Travel Authorization (TA).. 5 Intro and Login.. 5 Funding Change. 6 Itinerary..

More information

Travel and Expense System. Traveler s Guide

Travel and Expense System. Traveler s Guide Travel and Expense System Traveler s Guide Contents System Setup... 3 Authorization Reports (Before Traveling)... 3 Creating and Reviewing an Authorization Report... 3 Adding a Comment... 5 Submitting

More information

University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick)

University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick) University of Alaska Statewide Financial Systems User Documentation BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick) Travel and Expense Management Table of Contents 2 Table of Contents Table of Contents...

More information

University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Detail)

University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Detail) University of Alaska Statewide Financial Systems User Documentation BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Detail) Travel and Expense Management Table of Contents 2 Table of Contents Table of Contents...

More information

Tutorial of Deltek s Expense Report Domestic Travel Edition

Tutorial of Deltek s Expense Report Domestic Travel Edition Tutorial of Deltek s Expense Report Domestic Travel Edition Please note that any expense incurred by an employee and to be reimbursed by BCF Solutions, Inc. has to be through an expense report. Step 1:

More information

Travel and Expense Management Training Manual

Travel and Expense Management Training Manual Travel and Expense Management Training Manual TEM Team Colorado School of Mines Cindy Kerr - 303.273.3274 Cathy Daniels - 303.273.3264 Tim Huelsman 303.273.3266 Tressa Ries 303.273.3262 1 Overview TEM

More information

Banner Travel and Expense Module Traveler User Guide

Banner Travel and Expense Module Traveler User Guide November 2014 Banner Travel and Expense Module Traveler User Guide Oregon State University Business Affairs FA&A Table of Contents Banner Travel and Expense Module Overview... 2 Accessing Travel and Expense

More information

Welcome to Portland State University. Travel Workshop

Welcome to Portland State University. Travel Workshop Welcome to Portland State University Travel Workshop Objectives Meet the Travel Team Overview of PSU s travel policy Travel Checklist Traveler s Payment Options Types of Travel Moving Reimbursements Travel

More information

How to set up as VPN Network

How to set up as VPN Network How to set up as VPN Network 1 Network and Sharing Firstly open the network and sharing centre by opening control panel and selecting Network and Sharing Center. If Network and Sharing cannot be found

More information

Claimants and Delegates

Claimants and Delegates User Guide Contents Chapter 1: Signing In... 1 Chapter 2: My Profile... 4 Chapter 3: Expense Reimbursements... 9 Chapter 4: Submitting Your Receipts... 17 Chapter 5: Advance Requests... 21 Chapter 6: Acting

More information

Eastern Washington University TEMS Employee Travel Guide

Eastern Washington University TEMS Employee Travel Guide This document describes university travel procedures using the Banner Travel and Expense Management System (TEMS). 1 This is a companion document to the TEMS User Guide, a stepby-step tutorial prepared

More information

Creating Expense Reports

Creating Expense Reports KENTUCKY COMMUNITY & TECHNICAL COLLEGE SYSTEM Creating Expense Reports Training Document This training document was developed in support of KCTCS Financials 9.2 Contents Travel and Expense Module... 4

More information

I Expense Online Expense submissions For fulltime Faculty & Staff Revised: Sept 2013

I Expense Online Expense submissions For fulltime Faculty & Staff Revised: Sept 2013 I Expense Online Expense submissions For fulltime Faculty & Staff Revised: Sept 2013 Table of Contents I-EXPENSE PROCESS... 1 IEXPENSE - LOGIN... 3 NAVIGATING THE I-EXPENSE HOME PAGE... 5 Expenses Home

More information

CONCUR EXPENSE Manual: Travel Expense

CONCUR EXPENSE Manual: Travel Expense CONCUR EXPENSE Manual: Travel Expense To submit a Travel expense report, a trip number must first be obtained via Banner Self Service. Log into MySLU and under the TOOLS tab, click on the Cliqbook & Concur

More information

Creating a Travel Authorization. 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase)

Creating a Travel Authorization. 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase) Creating a Travel Authorization 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase) 2) Select Travel and Expenses > BSU Employee > Travel Authorization > Create 3)

More information

Travel and Expense Module Quick Reference Guide

Travel and Expense Module Quick Reference Guide Travel and Expense Module Quick Reference Guide NOTE: In order to be reimbursed for travel expenses via the new online Travel and Expense Module, the traveler must submit a PRINTED copy of the Expense

More information

Prepare and Submit your Planar Expense Report in 10 Easy Steps

Prepare and Submit your Planar Expense Report in 10 Easy Steps Prepare and Submit your Planar Expense Report in 10 Easy Steps Step 1: Update Internet Browser Settings Your browser should already be set up to use Concur, but the following steps will ensure that your

More information

Concur Mobile App Quick Overview

Concur Mobile App Quick Overview Concur Mobile App Quick Overview Table of Contents Mobile app overview.....3 Registering for mobile app...3 Launching the mobile app....4 Using the mobile app....5 Information for delegates.7 Information

More information

IU Travel Guide. A comprehensive guide to travel policies & resources.

IU Travel Guide. A comprehensive guide to travel policies & resources. IU Travel Guide This guide is designed to provide IU travelers, arrangers, fiscal officers, and processing staff with all the information and resources required for successful traveling at Indiana University.

More information

Set up Delegate & Travelers

Set up Delegate & Travelers Set up Delegate & Travelers Setting Up a Delegate and Assigning New Travelers Learn how to Login to Banner Travel and Expense Management Application and to set up yourself as a Delegate and assign Travelers

More information

SMS Travel Guide. All international, out-of-state, and in-state travel with an overnight stay needs to be requested through My ASU TRIP.

SMS Travel Guide. All international, out-of-state, and in-state travel with an overnight stay needs to be requested through My ASU TRIP. SMS Travel Guide All international, out-of-state, and in-state travel with an overnight stay needs to be requested through My ASU TRIP. Instructional documents with video walkthroughs for each step and

More information

How to create an Expense Report through iexpense in the iphone Mobile App

How to create an Expense Report through iexpense in the iphone Mobile App How to create an Expense Report through iexpense in the iphone Mobile App 1. Before you can submit Expense Reports through the mobile app, you need to access iexpense through the web application to set

More information

User Guide. 1/14/2014 FIS Business Solutions. Internet Expense Reports. Page 1. Copyright University of Pittsburgh. All rights reserved.

User Guide. 1/14/2014 FIS Business Solutions. Internet Expense Reports. Page 1. Copyright University of Pittsburgh. All rights reserved. User Guide Page 1 Table of Contents...3 Log On...4 Expenses Home Page...5 Expenses Home Page Tabs...6 Create Expense Report: General Information...9 Create Expense Report: PrePaid Expenses...10 Receipt-Based

More information

EMPLOYEE EXPENSE ENTRY GUIDE (EMPLOYEE ONLY)

EMPLOYEE EXPENSE ENTRY GUIDE (EMPLOYEE ONLY) EMPLOYEE EXPENSE ENTRY GUIDE (EMPLOYEE ONLY) 1 Contents 1- Introduction..... 3 2- Login... 4 3- Initial Homepage Icons.... 5 4- Expense Report Icons,.... 6 5- Entering New Expense Report... 7 2 1- Introduction

More information

Travel Expense Report I N F O R M A T I O N D E P L O Y E D. S O L U T I O N S A D V A N C E D. M I S S I O N S A C C O M P L I S H E D.

Travel Expense Report I N F O R M A T I O N D E P L O Y E D. S O L U T I O N S A D V A N C E D. M I S S I O N S A C C O M P L I S H E D. Travel Expense Report I N F O R M A T I O N D E P L O Y E D. S O L U T I O N S A D V A N C E D. M I S S I O N S A C C O M P L I S H E D. Introduction This How to Guide was developed by Human Resources,

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting

More information

Banner Travel and Expense Management Training Workbook

Banner Travel and Expense Management Training Workbook Banner Travel and Expense Management Training Workbook October 2009 Release 8.2 HIGHER EDUCATION What can we help you achieve? SunGard Higher Education 4 Country View Road Malvern, Pennsylvania 19355 United

More information

Banner Self-Service Direct Deposit Instructions Table of Contents

Banner Self-Service Direct Deposit Instructions Table of Contents Banner Self-Service Direct Deposit Instructions Table of Contents Accessing the Online Form... 2 Primary Accounts... 3 Adding Primary Accounts... 3 Allocation Accounts... 4 Adding Allocation Accounts...

More information

IntelliPay Billpay Application Documentation

IntelliPay Billpay Application Documentation IntelliPay Billpay Application Documentation Contents Billpay Introduction First Time Payment (With username and password) First Time Payment (Without username and password) Returning Customer Introduction:

More information

Introduction to UCONNECT Student Edition. 4/14/11 v.1.3

Introduction to UCONNECT Student Edition. 4/14/11 v.1.3 Introduction to UCONNECT Student Edition 4/14/11 v.1.3 Contents Accessing UCONNECT... 2 How do I get a username for UCONNECT?... 2 How do I log in?... 2 What should I see when I login?... 3 Channels...

More information

Concur Expense Quick Reference Guide

Concur Expense Quick Reference Guide Content Section 1: Section 2: Section 3: Section 4: Section 4a: Section 4b: Section 4c: Getting Started, Login Explore My Concur tab Update Your Profile, Add an Expense Delegate Create a New Expense Report

More information

Concur Travel Training California State University, Stanislaus Financial Services

Concur Travel Training California State University, Stanislaus Financial Services Concur Travel Training California State University, Stanislaus Financial Services Traveler and Delegate Handbook Lucero Mascorro Accounts Payable- Travel 1 TABLE OF CONTENTS GETTING STARTED 3 USE CONCUR

More information

Quick Reference Card Review and Approve Expense Report in Concur Travel and Expense

Quick Reference Card Review and Approve Expense Report in Concur Travel and Expense The following steps can be utilized in approving expense reports. Fiscal approvers will receive an e-mail notification when the traveler submits the report for approval. Log In To Concur Go to the Employee

More information

Quick Reference Card Create a Mileage Only Expense Report in Concur Travel and Expense

Quick Reference Card Create a Mileage Only Expense Report in Concur Travel and Expense Use this QRC when completing a mileage only expense report. LOG IN TO CONCUR Go to the Employee Portal at www.purdue.edu/employeeportal Choose Travel System (Concur). Log in using Purdue Career Account

More information

3dCart Shopping Cart Software V3.X Affiliate Program Guide

3dCart Shopping Cart Software V3.X Affiliate Program Guide INTRODUCTION 2 SETUP THE AFFILIATE MENU LINK 2 UPLOAD BANNERS 4 ENABLE THE AFFILIATE PROGRAM 6 REGISTRATION PROCESS 7 APPROVE AFFILIATES 11 MANAGE ORDERS 12 MANAGE COMMISSION PAYOUTS 13 END YOU VE REACHED

More information

PrestoFax User Guide Version 3.0

PrestoFax User Guide Version 3.0 PrestoFax User Guide Version 3.0 Page 1 of 12 PrestoFax User Guide Table of Contents Incoming Faxes... 3 Outgoing Faxes... 3 PrestoFax Web Interface Instructions... 4 Logging into the PrestoFax Web Interface...

More information

Banner Travel & Expense Management (TEM) System

Banner Travel & Expense Management (TEM) System Banner Travel & Expense Management (TEM) System Implementation Overview Wendell Vest, Erin Poff, Mike Kershner Agenda Opening Comments General Information Authorization & Reimbursement Non-employee set

More information

Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual

Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual JLMI Rev. Jan 2012 Table of Contents Welcome 3 Getting Started 3 Logging In 3 Create an Expense Authorization 4 Adding

More information

Guidelines for Online Time Sheet Towson University Non Exempt Employees Page 1

Guidelines for Online Time Sheet Towson University Non Exempt Employees Page 1 Non Exempt Employees Page 1 ACCESSING THE WEB 1. Click on Netscape Communicator or Microsoft Internet Explorer. 2. There are several ways to access your timesheet from this point which may depend on your

More information

Online Payment FAQ s

Online Payment FAQ s General Online Payment FAQ s What are the benefits of paying a bill online? Paying online with a credit card or electronic check saves time, gives you the flexibility to pay how and when desired, and saves

More information

Travel Help Sheet For Extension Personnel

Travel Help Sheet For Extension Personnel Travel Help Sheet For Extension Personnel Index: Access & Log-In... Page 2 Travel Expense Statement... Pages 3-6 Receipts... Page 7 Helpful Notes... Page 8 Travel Approval Request... Page 9 v. 8.1.13 ACCESS

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

MyStudioPlus.com Setup Documentation

MyStudioPlus.com Setup Documentation MyStudioPlus.com Setup Documentation Setup Account Contact StudioPlus Software, (888) 862-4868, and setup account. Billing for MyStudioPlus.com is based on a 4 tier structure. Each tier is based on the

More information

Concur Travel and Expense Reporting FAQs

Concur Travel and Expense Reporting FAQs Concur Travel and Expense Reporting FAQs General: How will I use Concur? The Concur travel and Expense system is for tracking and reconciling employee travel and other travel related expenses purchased

More information

Wentworth Institute of Technology Performance Management Employee s Guide

Wentworth Institute of Technology Performance Management Employee s Guide Wentworth Institute of Technology Performance Management Employee s Guide A Step-By-Step Employee Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin

More information

USING CAMPUS ANYWARE OVER THE VPN (WINDOWS XP)

USING CAMPUS ANYWARE OVER THE VPN (WINDOWS XP) USING CAMPUS ANYWARE OVER THE VPN (WINDOWS XP) This document will explain how to install Campus Anyware on your machine (if needed), and how to run Campus Anyware from your machine while you are connected

More information

WorldPay Mobile Demonstration

WorldPay Mobile Demonstration Demonstration 2014 1 Creating your Merchant Portal Login 1. Before using WorldPay Mobile, you will need to create a Merchant Portal account by going to Portal.WorldPay.us and clicking Create My Account.

More information

Web Meetings through VPN. Note: Conductor means person leading the meeting. Table of Contents. Instant Web Meetings with VPN (Conductor)...

Web Meetings through VPN. Note: Conductor means person leading the meeting. Table of Contents. Instant Web Meetings with VPN (Conductor)... Table of Contents Instant Web Meetings with VPN (Conductor)...2 How to Set Up a Scheduled Web Meeting with VPN (Conductor)...6 How to Set Up a Support Web Meeting with GVSU VPN Service (Conductor)...15

More information

Active Directory Integration for Greentree

Active Directory Integration for Greentree App Number: 010044 Active Directory Integration for Greentree Last Updated 14 th February 2013 Powered by: AppsForGreentree.com 2013 1 Table of Contents Features... 3 Options... 3 Important Notes... 3

More information

Quick Reference Guide Travel & Expense Claim: Using Create Expense Report (The Wizard) What is a travel and expense claim used for?

Quick Reference Guide Travel & Expense Claim: Using Create Expense Report (The Wizard) What is a travel and expense claim used for? (The Wizard) This Quick Reference Guide shows you how to submit a travel and expense claim using Create Expense Report known as The Wizard, for expenses paid with personal funds. What is a travel and expense

More information

Kuali Requisition Training

Kuali Requisition Training Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating

More information

E-Mail: SupportCenter@uhcl.edu Phone: 281-283-2828 Fax: 281-283-2969 Box: 230 http://www.uhcl.edu/uct

E-Mail: SupportCenter@uhcl.edu Phone: 281-283-2828 Fax: 281-283-2969 Box: 230 http://www.uhcl.edu/uct A VPN (Virtual Private Network) provides a secure, encrypted tunnel from your computer to UHCL's network when off campus. UHCL offers VPN software to allow authenticated, secure access to many UHCL resources

More information

BCBSNC Electronic Funds Transfer (EFT) Register for EFT through Blue e

BCBSNC Electronic Funds Transfer (EFT) Register for EFT through Blue e BCBSNC Electronic Funds Transfer (EFT) Electronic Funds Transfer (EFT) is the fastest way to receive reimbursement from Blue Cross and Blue Shield of North Carolina and have the following benefits: Payments

More information

Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual

Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual JLMI Rev. April 2013 Table of Contents Welcome 3 Getting Started 3 Logging In 3 Create an Expense Authorization 4

More information

Ventura County Credit Union Online Banking User Guide

Ventura County Credit Union Online Banking User Guide Ventura County Credit Union Online Banking User Guide 1 Table of Contents Registration... Log-in.... 7 Profile Page....... 8 Accounts Tab..... 9 Account Summary Page... 9 Transaction History.... 10 Change

More information

User Guide. ERS Help Desk : 814-863-9713 or http://www.ers.psu.edu/assistance.cfm. Web site at: http://www.ers.psu.edu

User Guide. ERS Help Desk : 814-863-9713 or http://www.ers.psu.edu/assistance.cfm. Web site at: http://www.ers.psu.edu User Guide ERS Help Desk : 814-863-9713 or http://www.ers.psu.edu/assistance.cfm Web site at: http://www.ers.psu.edu Revised 2/18/2015 Table of Contents Introduction... 3 System Overview... 3 Section 1:

More information

Profile. 2 On the Expense Settings menu on the left

Profile. 2 On the Expense Settings menu on the left Section 1: Getting Started Step 1: Log on to Concur Expense 1 In the User Name field, enter your user name. 2 In the Password field, enter your password. 3 Click Login. If you are not sure how to start

More information

TeamWorks Travel and Expense

TeamWorks Travel and Expense TeamWorks Travel and Expense With Concur Technologies TTE System User Reference TABLE OF CONTENTS SECTION 1: GETTING STARTED... 6 Log on to TTE Travel & Expense... 6 SECTION 2: MY CONCUR... 6 Explore the

More information

MyABEL Customer Portal. Getting Started Guide

MyABEL Customer Portal. Getting Started Guide MyABEL Customer Portal Getting Started Guide No part of this publication may be reproduced, transmitted, stored in a retrieval system, nor translated into any human or computer language, in any form or

More information

United States Agency for International Development Bureau for Management Office of Chief Information Officer E2 Travel Management Service User Guide

United States Agency for International Development Bureau for Management Office of Chief Information Officer E2 Travel Management Service User Guide United States Agency for International Development Bureau for Management Office of Chief Information Officer E2 Travel Management Service User Guide Release 1.0 Revisions Release Number Author Comment

More information

Travel Request. This document describes the functions used for Creating, Maintaining, Submitting and Approving Travel Requests and Expense Reports.

Travel Request. This document describes the functions used for Creating, Maintaining, Submitting and Approving Travel Requests and Expense Reports. Travel Request This document describes the functions used for Creating, Maintaining, Submitting and Approving Travel Requests and Expense Reports. In this document: Creating Travel Requests.......................................1

More information

Terminal Four. Content Management System. Moderator Access

Terminal Four. Content Management System. Moderator Access Terminal Four Content Management System Moderator Access Terminal Four is a content management system that will easily allow users to manage their college web pages at anytime, anywhere. The system is

More information

GA Travel & Expense System. FAQ s

GA Travel & Expense System. FAQ s GA Travel & Expense System FAQ s TABLE OF CONTENTS Travel System Access... 7 1. How do I log in to the GA Travel & Expense System?... 7 2. What should I do if I need to travel and I don t have a vendor

More information

Axiom Frequently Asked Questions

Axiom Frequently Asked Questions The Mount Sinai Medical Center Travel Management Program American Express Business Travel Axiom Frequently Asked Questions General and Travel FAQ s For help booking online and/or questions please contact:

More information

Deltek Expense Report User Instructions

Deltek Expense Report User Instructions To access the Expense application, follow the steps below: 1. Bring up your web browser. 2. In the address (URL) enter in http://www.neosystems.net/attain/clienttools.html 3. After the application appears

More information

SPEECH REPOSITORY 2.0. Registration procedure

SPEECH REPOSITORY 2.0. Registration procedure EUROPEAN COMMISSION DIRECTORATE GENERAL FOR INTERPRETATION Provision of Interpretation Multilingualism and interpreter training support SPEECH REPOSITORY 2.0 Registration procedure Date: 26/09/2014 Version:

More information

Contents. VPN Instructions. VPN Instructions... 1

Contents. VPN Instructions. VPN Instructions... 1 VPN Instructions Contents VPN Instructions... 1 Download & Install Check Point VPN Software... 2 Connect to FPUA by VPN... 6 Connect to Your Computer... 8 Determine Your Machine Type... 10 Identify 32-bit

More information

eostar Expense Report Process

eostar Expense Report Process eostar Expense Report Process 3/25/2015 Home of Rutherford and Associates [Type Client Name] eostar Proposal Contents 2 Table of Contents The eostar Expense Report Process... 3 Setting Up Access to Expense

More information

Online Payments. Intel Learn Easy Steps Activity Card

Online Payments. Intel Learn Easy Steps Activity Card Activity Card : Pay your mobile bills online (Airtel*) All of us use a number of utility services in our daily activities at business and home. Utility services are services like electricity, telephone,

More information

QuickStart Guide. Concur Expense

QuickStart Guide. Concur Expense QuickStart Guide Concur Expense PROPRIETARY STATEMENT This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc, Redmond, Washington If you are

More information

Quick Reference Card Booking Travel in Concur Travel and Expense

Quick Reference Card Booking Travel in Concur Travel and Expense This QRC provides the steps for travelers and/or their delegates to book travel and complete the Request Header in Concur Travel and Expense. Log In To Concur Go to the Employee Portal page. www.purdue.edu/employeeportal

More information

Expense Reports and Payment Requests

Expense Reports and Payment Requests User Guide Expense Reports and Payment Requests Creating and Reviewing/Approving ROCHESTER REGIONAL LEARNING & DEVELOPMENT RochesterRegional20151209 Expense Reports and Payment Requests Contents Contents

More information

Georgia Tech Travel Policy

Georgia Tech Travel Policy Georgia Tech Travel Policy Highlights of Policy Changes and T&E System Updates August 2012 New State of Georgia Travel Policy Updates and T&E System Updates The State Accounting Office for Georgia, in

More information

FAST Travel System. Guide: Creating Expense Reports

FAST Travel System. Guide: Creating Expense Reports FAST Travel System Guide: Creating Expense Reports Purpose: To provide instructions on how to create an Expense Report (ER) in FAST 9.2 Travel module. Definition: Expense Report submission entered into

More information

eter INSTRUCTIONS Login Screen Username: TravelerID@nas.edu [Initial] Password: welcome

eter INSTRUCTIONS Login Screen Username: TravelerID@nas.edu [Initial] Password: welcome eter INSTRUCTIONS welcome Login Screen Username: TravelerID@nas.edu [Initial] Password: welcome For username please refer to the eter Instructions memo provided at the meeting 1 Adding Delegates Step 1.

More information

Online Utility Bill Payment FAQ s

Online Utility Bill Payment FAQ s General Online Utility Bill Payment FAQ s What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere at any time

More information

Concur Expense Guide: Version 2

Concur Expense Guide: Version 2 Concur Expense Guide: Version 2 Welcome to Concur Expense...3 Log on to Concur...3 Explore the My Concur Page...4 Update Your Expense Profile...5 Step 1: Change Your Password...5 Step 2: Review Your Expense

More information

Travel & Expense Reimbursement System Information IBM GERS SYSTEM

Travel & Expense Reimbursement System Information IBM GERS SYSTEM Travel & Expense Reimbursement System Information IBM GERS SYSTEM 1 Table of Contents Page(s) Contact for Questions/Concerns. 3 T&E Information...4 Getting Started with GERS (First Time Registration).....5-10

More information

Concur Quick Start Guide Instructions to create employee expense reports

Concur Quick Start Guide Instructions to create employee expense reports Concur Quick Start Guide Instructions to create employee expense reports Kindred Healthcare 0 Concur Quick Start Guide Kindred Healthcare Concur log in page: https://www.concursolutions.com New expense

More information

The following are tips compiled by PeerPlace to assist you as you transition to the new Senior Tracking, Analysis and Reporting System (STARS).

The following are tips compiled by PeerPlace to assist you as you transition to the new Senior Tracking, Analysis and Reporting System (STARS). The following are tips compiled by PeerPlace to assist you as you transition to the new Senior Tracking, Analysis and Reporting System (STARS). First, we would like to thank you all for doing a great job

More information

A How To for the Supervisor on managing an SF 182 submitted on behalf of an Employee. This includes creation, approval, and marking it as Complete.

A How To for the Supervisor on managing an SF 182 submitted on behalf of an Employee. This includes creation, approval, and marking it as Complete. A How To for the Supervisor on managing an SF 182 submitted on behalf of an Employee. This includes creation, approval, and marking it as Complete. NOTE: if you simply need to Print or Save to your desktop

More information

ESMO ONLINE EVENT REGISTRATION INSTRUCTION REGISTER YOURSELF

ESMO ONLINE EVENT REGISTRATION INSTRUCTION REGISTER YOURSELF ESMO ONLINE EVENT REGISTRATION INSTRUCTION REGISTER YOURSELF INDEX Preliminary information Registration requirements... Page 2 Individual registration 1. Account with ESMO... Page 3 2. Login into your

More information

UNIVERSITY TRAVEL EXPENSE REPORT STEP-BY-STEP INSTRUCTIONS - - - - - - - - -

UNIVERSITY TRAVEL EXPENSE REPORT STEP-BY-STEP INSTRUCTIONS - - - - - - - - - UNIVERSITY TRAVEL EXPENSE REPORT STEP-BY-STEP INSTRUCTIONS - - - - - - - - - Updated October 2012 Table of Contents CONTACTS..3 WHEN TO USE TRAVEL EXPENSE REPORT.3 COMMON CAUSES FOR DELAYS IN PROCESSING

More information

Broker Registration Guide for TrustFunds Authentication A- B- C Registration Steps 1-2- 3-4

Broker Registration Guide for TrustFunds Authentication A- B- C Registration Steps 1-2- 3-4 Broker Registration Guide for TrustFunds Authentication A- B- C Registration Steps 1-2- 3-4 Broker Authentication 1. From the TrustFunds website homepage, click Get Started Now to begin your Authentication

More information

University of California Larry L. Sautter Award Submission for Innovation in Information Technology

University of California Larry L. Sautter Award Submission for Innovation in Information Technology University of California Larry L. Sautter Award Submission for Innovation in Information Technology Project Name Travel Planning and Expense Reporting System Project Institution University of California,

More information

Introductory Guide Web Purchase Orders for Sage 200

Introductory Guide Web Purchase Orders for Sage 200 Introductory Guide Web Purchase Orders for Sage 200 Create POs in Sage 200 via a web interface Multiple concurrent users entering POs into Sage 200 in real time Powerful account/stock search View and print

More information

Quick Reference Card Create and Edit a Blanket Travel Expense Report in Concur Travel and Expense

Quick Reference Card Create and Edit a Blanket Travel Expense Report in Concur Travel and Expense Create and Edit a Blanket Travel Report in Concur Travel and Use this QRC when you are completing a Blanket travel expense report. Blanket travel is defined in ICA as same day trips. LOG IN TO CONCUR Go

More information

Integrated Data System (IDS) Training -Entering Newborn Hearing Screening (NBH) data into IDS-

Integrated Data System (IDS) Training -Entering Newborn Hearing Screening (NBH) data into IDS- Integrated Data System (IDS) Training -Entering Newborn Hearing Screening (NBH) data into IDS- Open CDPHE Health Information Data Systems at https://www.phi.dphe.state.co.us Enter Username and Password

More information

Concur Expense QuickStart Guide. Concur Technologies Version 1.0

Concur Expense QuickStart Guide. Concur Technologies Version 1.0 Concur Expense QuickStart Guide Concur Technologies Version 1.0 August 22, 2014 Document Revision History Date Description Version Author 08/22/2014 Concur Expense QuickStart Guide 1.0 Concur Proprietary

More information

Pay your mobile bills online. Intel Easy Steps 1 2012 Intel Corporation All rights reserved.

Pay your mobile bills online. Intel Easy Steps 1 2012 Intel Corporation All rights reserved. Pay your mobile bills online Intel Easy Steps 1 2012 Intel Corporation Online Payments: Pay your mobile bills online (Airtel*) Online Payments All of us use a number of utility services in our daily activities

More information

Online Services through My Direct Care www.mydirectcare.com

Online Services through My Direct Care www.mydirectcare.com Online Services through My Direct Care www.mydirectcare.com WEB PORTAL Employers and Employees associated with Consumer Direct have access to online services available through a secure website www.mydirectcare.com.

More information

BOARD TRAVEL AND EXPENSE POLICY

BOARD TRAVEL AND EXPENSE POLICY BOARD GOVERNANCE POLICY BOARD TRAVEL AND EXPENSE POLICY Introduction System assets, including operating funds and property, must not be left unprotected, inadequately maintained or exposed to unnecessary

More information

Military Deferred Payment Option Financial Check In

Military Deferred Payment Option Financial Check In Military Deferred Payment Option Financial Check In From the Liberty University Home page: www.liberty.edu 1. Student Login tab. 1 Student Login 1. LU Login with username and password. 2. Select ASIST

More information

New Online Travel Voucher

New Online Travel Voucher New Online Travel Voucher This is the main login screen located at: https://apps.accounting.ucsb.edu/travel/secure/login.aspx?returnurl=%2 ftravel%2fdefault.aspx Enter your UCSBnetID, then password if

More information

DOMAIN CENTRAL HOSTING EMAIL

DOMAIN CENTRAL HOSTING EMAIL Welcome to our hosting services, we have created the following documents to help you get up and running as quickly as possible. If at any stage you encounter difficulties, you are welcome to send a help

More information

ILLUSTRATED INSTRUCTIONS BEGIN ON THE NEXT PAGE

ILLUSTRATED INSTRUCTIONS BEGIN ON THE NEXT PAGE My Pay and Info: Direct Deposit 1. Open an internet browser and type in the following address to access the portal: www.yale.edu/portal. 2. Click Login to the portal, and log in using your NetID and password.

More information

OMDC Online Application Portal (OAP) - Quick Start Guide

OMDC Online Application Portal (OAP) - Quick Start Guide OMDC Online Application Portal (OAP) - Quick Start Guide 1. INTRODUCTION This guide offers the quickest way to get you started on the OMDC Online Application Portal (OAP). Before you begin, step through

More information

eschoolplus Katy Independent School District Enrollment Online

eschoolplus Katy Independent School District Enrollment Online Enrollment Online Table of Contents How to find Enrollment Online... 3 How to Register with Enrollment Online... 3 Create a New Enrollment Online Form... 3 Input/Select Data in the Form... 4 Student Information

More information

Expense Report: Detailed Guide. The expense report process has three main steps

Expense Report: Detailed Guide. The expense report process has three main steps Version: 5-24-2013 Expense Report: Detailed Guide The expense report process has three main steps STEP ONE: Creation and submittal of an expense report using Concur software 1. Select new Expense Report

More information

How To Add Security Roles On Banner Har Account On A Pc Orca (For A Free Download) On A Microsoft Powerbook (For Free) On An Ipa 2.5 (For An Ipad) On Pc Ora (For

How To Add Security Roles On Banner Har Account On A Pc Orca (For A Free Download) On A Microsoft Powerbook (For Free) On An Ipa 2.5 (For An Ipad) On Pc Ora (For Banner HR Account Request System Login and Usage: Login: 1. Go to http://accounts.unh.edu 2. Click on the IT Accounts Management System button 3. Login Adding Security Roles After logging in the Home screen

More information