Hawaiian Airlines, Inc. Travel & Expense Reporting: Global Expense Reporting Solutions (GERS) tool End User Training

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Hawaiian Airlines, Inc. Travel & Expense Reporting: Global Expense Reporting Solutions (GERS) tool End User Training"

Transcription

1 Hawaiian Airlines, Inc. Travel & Expense Reporting: Global Expense Reporting Solutions (GERS) tool End User Training

2 Please log on to:

3 Hawaiian Airlines Company Key: DEnyht78K9u2AHPKmwGAzQ== When you log in to access the Expense Reporting solution for the first time, simply enter in the Company Key Then click on the Register Now button

4 Enter your first and last name and your preferred User ID. Then select your Challenge Phrase and its corresponding answer. Finally, enter your address. Please use work address Click on the Next button to continue.

5 For Cardholders ONLY - When your registration is accepted, the application will prompt you for your Corporate Card number. Enter in your card number and your name as it appears on the card. Then click on the Next button to continue. Shortly afterwards, you will receive an notification that will include your temporary password. If you need access to more than one card account, speak to your company s Corporate Card program administrator.

6 To log in to the application after you have registered with the system, enter in your User ID and password. Then click on the Log In button to continue.

7 Click on the New button to create a new expense report The My Expense Reports page will appear. Shown here is a listing of expense reports that you have prepared for your own expenses.

8 The New Expense Report Information dialog box will appear. Fill out your expense report title and category, then click on the OK button to continue

9 Next, click on the Amex Card Data tab to advance to the next step Based on your company setup, you may have the ability to select these options. If you select the Charge To condition, you have the option to change the default cost center/accounting code with another.

10 Within the details of each expense item, you may review and fill out/edit any of the white-colored fields Then, click on the Apply button to add this charge to your expense report

11 When you expense a business meal, you will need to provide additional information, such an an explanation of the meal When you ve reviewed and filled in/edited all the white fields shown, click on the Attendee button.

12 When you expense a hotel charge, you will be required to itemize that charge in order to separate out room and tax charges from other miscellaneous charges such as meals, parking, etc. When you are done reviewing and filling in/editing the details, click on the Apply or Itemize button. The Itemize dialog window will then appear.

13 Begin by selecting the Room+Tax or Room type in the Expense field. Next, fill in the amount for that particular expense type in the Amount field. Also specify the number of nights stayed. Continue adding expense types until the total hotel charge is expensed. Then click on the Enter button

14 When you have applied all the Corporate Card expenses that you want to include in your expense report, click on the Expenses tab. To view your expense report in a List view, click on the List button

15 The List view will display your expenses in a list format. This view is typically used by expense report approvers and auditors. We will return to the Grid view and show you how to add non-card charges from there.

16 To add any expenses that do not already appear in the prepopulated data (e.g. cash items, mileage, non-received corporate card transactions), click on the next empty row in the grid. This will pop up a list of all the expense types. Alternately, you can click on the Expense field on the lower half of the screen to pull up the same listing.

17 Make sure to review and edit/fill out all the whitecolored fields. Because your expense may be an out-of-pocket expense (e.g. cash), be sure to indicate the correct payment type

18 When you have entered in all of your expenses, click on the Completion tab to continue If you incurred any expenses that require a receipt, the Receipt tab will appear with a listing of the expenses requiring receipt submission

19 After reviewing this tab, click on the Summary tab to continue

20 On the Summary tab, you can review summary data, such as the report total, total reimbursable amount, the amount that is owed to American Express (credit card remittance), and the out-ofpocket (cash) amount that needs to be reimbursed to you. Click on the Submission tab to continue

21 If you need someone other than your defaulted approver to approve this particular expense report for you (e.g. manager is on vacation), then click on the Change Approver button to change the approver s name. When you are ready, click the submit button to submit the expense report to your approver. Your approver will receive an automatic notification prompting them to go online to review and approve your expense report. If your approver would like to have someone else copied on each expense report (e.g. approver s EA), then click on the Send Copy button to copy another user on the submission of the report.

22 After you submit your expense report for approval, you will also need to send a transmittal page (a.k.a. a cover sheet for your receipts) along with your required paper receipts based on your company policy. Print out the Transmittal Page with Summary and Details. A window will pop-up explaining where to fax the transmittal page and receipts. You have the option here to preview and/or print the transmittal page and the final report.

23 To view more detail on the electronic paper trail of your expense report in the approval process, click on the Status button on the main toolbar Here are the possible Statuses: Draft Submitted - waiting approval Approved - waiting for receipts Completed - receipts received, waiting for payment Paid Returned approver rejected, must be resubmitted

24 The Form Status window will appear. It will display a listing of all the individuals that have touched the expense report so far, the date and actions taken, and where the report may be hung up (e.g. if you have not received payment yet). This is a great alternative to putting in a call to Accounts Payable to find out the status of your expense report, since you may be put on hold for a while, and since they may not be able to get back to you right away.

25 You can recall or cancel submitted reports that have not yet been approved. To recall a submitted report, simply select the report from the My Expense Reports tab. Click on the Edit drop down and select Recall Form. Make the necessary changes, and then resubmit it to your approver.

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 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 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

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

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 FAQ (Frequently Asked Questions)

Concur FAQ (Frequently Asked Questions) Concur Basics What is my login name? Your employee number (found on your paystub). ######@precisiondrilling.com What if I forget my password? Click the Forgot Password on the Concur page. You will be prompted

More information

The Manager s Guide to Approving a Planar Expense Report

The Manager s Guide to Approving a Planar Expense Report The Manager s Guide to Approving a Planar Expense Report Note: Most of the following steps may be completed using the Concur Mobile App on your Smart Phone. See Planar s Concur Mobile Quick-start Guide

More information

Concur Expense System. User Reference Guide

Concur Expense System. User Reference Guide Concur Expense System User Reference Guide February, 2009 Table of Contents HOW TO GET SETUP IN THE CONCUR EXPENSE SYSTEM... 1 LOG IN... 1 CHANGE YOUR PASSWORD... 1 VIEW AND EDIT YOUR PROFILE INFORMATION...

More information

Expense Reimbursement System (ERS) Frequently Asked Questions

Expense Reimbursement System (ERS) Frequently Asked Questions Contents General Questions... 2 What is an Expense Reimbursement System (ERS)?... 2 What is Concur?... 2 Do I have to use the ERS?... 2 Why should I use the ERS?... 2 How do I log in to the ERS?... 2 Is

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

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

DATABASICS Expense User s Guide v2.2

DATABASICS Expense User s Guide v2.2 CALIBRE DATABASICS Expense User s Guide v2.2 A Guide to CALIBRE s Expense Reporting Website August 2015 Our Success Follows Yours 6354 Walker Lane, Suite 500 Alexandria, Virginia 22310-3252 Telephone:

More information

UCL FINANCE DIVISION. iexpenses EXPENSE CLAIMS SEASON TICKET LOANS. www.ucl.ac.uk/expenses 1

UCL FINANCE DIVISION. iexpenses EXPENSE CLAIMS SEASON TICKET LOANS. www.ucl.ac.uk/expenses 1 UCL FINANCE DIVISION iexpenses EXPENSE CLAIMS SEASON TICKET LOANS www.ucl.ac.uk/expenses 1 iexpenses iexpenses is a new web based Expense Claim and Season Ticket Loan system for UCL Employees. How to log

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

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

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

Unanet User Guide: Timesheets & Expenses Getting Started Submitting Timesheets Submitting Expenses Contacts & Support

Unanet User Guide: Timesheets & Expenses Getting Started Submitting Timesheets Submitting Expenses Contacts & Support Unanet User Guide: Timesheets & Expenses Getting Started Submitting Timesheets Submitting Expenses Contacts & Support 395 West Passaic Street Rochelle Park New Jersey 07662 www.insys.com Getting Started

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

CentreSuite Expense Routing Cardholder USER GUIDE

CentreSuite Expense Routing Cardholder USER GUIDE CentreSuite Expense Routing Cardholder USER GUIDE CentreSuite Expense Routing Cardholder User Guide Table of Contents 3 First Time Users 6 Quick Links from your Home Screen 7 Statements 9 Creating and

More information

CalATERS Work Flow and Forms Processing for Help Desk Staff

CalATERS Work Flow and Forms Processing for Help Desk Staff Revised: 08/03 CalATERS Work Flow and Forms Processing for Help Desk Staff These instructions provide an overview of CalATERS processes to aid Help Desk staff in assisting Employees, Approvers, Preparers

More information

QuickStart Guide Concur Premier: Travel and Expense

QuickStart Guide Concur Premier: Travel and Expense QuickStart Guide Concur Premier: Travel and Expense Proprietary Statement This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc., Redmond, Washington.

More information

Creating Expense Reports and Spend Authorization Requests

Creating Expense Reports and Spend Authorization Requests ALL reimbursement for out-of-pocket businessrelated expenses incurred on or after 2/16/15 will be submitted through Workday, including: mileage, travel, memberships, professional dues, license payments,

More information

Setting up your Profile and Expense Reporting (Employee)

Setting up your Profile and Expense Reporting (Employee) Setting up your Profile and Expense Reporting (Employee) Concur 101 There are 3 types of expense reports that you will be preparing and submitting in Concur: Project Marketing Overhead Concur calls these

More information

Expense Report: Guide for Students

Expense Report: Guide for Students Version: 3-28-2013 Expense Report: Guide for Students Log into Concur https://medley.isc-seo.upenn.edu/authentication/profile/concur?app=concurprod 1. Your PennKey authentication page will pop up. Login.

More information

Page 1 of 23. Elections Funds Management Voter Registration Expense System

Page 1 of 23. Elections Funds Management Voter Registration Expense System Page 1 of 23 Elections Funds Management Voter Registration Expense System ELECTIONS FUNDS MANAGEMENT VOTER REGISTRATION EXPENSE SYSTEM TABLE OF CONTENTS OVERVIEW...3 GETTING STARTED:... 3 SIGN-ON PAGE...

More information

Online Travel & Entertainment Expense Reporting. Introduction. Before You Begin

Online Travel & Entertainment Expense Reporting. Introduction. Before You Begin Online Travel & Entertainment Expense Reporting Introduction The Online Travel & Entertainment (T&E) Expense Reporting System will allow you to create a T&E expense report from within BannerWeb. Using

More information

Deltek First GovCon Essentials

Deltek First GovCon Essentials Deltek First GovCon Essentials Time & Expense 9.0 Service Pack 1 for the Deltek First Cloud Release Notes February 4, 2013 While Deltek has attempted to verify that the information in this document is

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

Expense Reports Training Document. Oracle iexpense

Expense Reports Training Document. Oracle iexpense Expense Reports Training Document Oracle iexpense Prepared by FSCP Solutions Inc. Table of Contents Create (Enter) Expense Reports...1 Approved Expense Report... 18 Rejected Expense Report... 19 Entering

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

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

Creating Expense Reports (Campuses)

Creating Expense Reports (Campuses) Creating Expense Reports (Campuses) When you create an expense report, you have several options on which to base the new document, and the selection that you make triggers other choices that prompt you

More information

PaymentNet Federal Card Solutions Cardholder FAQs

PaymentNet Federal Card Solutions Cardholder FAQs PaymentNet Federal Card Solutions It s easy to find the answers to your questions about PaymentNet! June 2014 Frequently Asked Questions First Time Login How do I obtain my login information?... 2 How

More information

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

Scotia Bill Payment Remittance Reporting Service

Scotia Bill Payment Remittance Reporting Service Payment Services Getting Started Scotia Bill Payment Remittance Reporting Service July 2010 Table of Contents 1 Registration & Login...........................................................3 a. Your

More information

1. Log on to Concur Travel & Expense

1. Log on to Concur Travel & Expense 1. Log on to Concur Travel & Expense Type in your employee identification number as your username. i.e. 3323@scu.edu Your generic password will be sent to you via e-mail. Click login. 1 2. Update Your

More information

Create an Expense Report: Detailed Guide

Create an Expense Report: Detailed Guide Overview Creating expense reports is one of the primary functions of Concur. This Guide provides detailed instructions on how to create and submit an expense report. Log into Concur 1. Log into Concur:

More information

Company Setup 401k Tab

Company Setup 401k Tab Reference Sheet Company Setup 401k Tab Use this page to define company level 401(k) information, including employee status codes, 401(k) sources, and 401(k) funds. The definitions you create here become

More information

Add Title. Electronic Services Verification Instructions

Add Title. Electronic Services Verification Instructions Add Title Electronic Services Verification Instructions Electronic Services Verification Instructions Access CHAMPS Enter Daily Tasks What to do if the Client is Not in the Home Log services for Multiple

More information

MULTI-FACTOR AUTHENTICATION SET-UP

MULTI-FACTOR AUTHENTICATION SET-UP MULTI-FACTOR AUTHENTICATION SET-UP DepositPartner Desktop Application TABLE OF CONTENTS Click the link below to go to the section you need: First Time Enrollment Enrolled User Contact information on file

More information

To create a new request, click on the New Request link, this opens the Data Entry Dialog.

To create a new request, click on the New Request link, this opens the Data Entry Dialog. 1 Begin by typing in your user id/password combination. This will log you in using your Active Directory credentials. (Active Directory credentials are the same user id/password combination you utilize

More information

Answers to Cardmember questions about Online Services and statement delivery.

Answers to Cardmember questions about Online Services and statement delivery. Answers to Cardmember questions about Online Services and statement delivery. For more information, please contact your Program Administrator or Customer Service. Online Statements What is an Online Statement?

More information

GRAM CREDIT CARD SYSTEM

GRAM CREDIT CARD SYSTEM GRAM CREDIT CARD SYSTEM APPROVER GUIDE SECTIONS/Contents 1. SYSTEM INFORMATION Login/Logout (page 2) Forgot Password Reset (page 3) Challenge/Security Question Reset (page 3) Logout Warning (page 3) 2.

More information

Create an Expense Report (ER) Login to mybyuh Enter CES net ID and password Click on PeopleSoft Finance

Create an Expense Report (ER) Login to mybyuh Enter CES net ID and password Click on PeopleSoft Finance Create an Expense Report (ER) Login to mybyuh Enter CES net ID and password Click on PeopleSoft Finance Step by Step STEP 1 Create an expense report Page 3-6 STEP 2 Add JPMC transactions from MyWallet

More information

TRAVEL AND EXPENSE CENTER REPORTS

TRAVEL AND EXPENSE CENTER REPORTS TRAVEL AND EXPENSE CENTER REPORTS NOTE: This document is designed to be used online and has a number of embedded links to processes and additional information. We discourage the printing of manuals as

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

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

Travel & Expense Module

Travel & Expense Module Travel & Expense Module Table of Content I. Travel Authorization.1 Create a Travel Authorization.2 Expense Type List...11 II. Expense Report 12 Create an Expense Report..12 Expense Type List 20 Travel

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

Concur Expense Report Approvers

Concur Expense Report Approvers Concur Expense Report Approvers I. What is a Expense Report Approver?... 1 II. Travel Approval and Workflow... 1 III. Expense Report Approval Request Notification... 3 IV. Accessing Concur and Reviewing

More information

Internet Explorer Security Settings. Help Sheet. Client Services. Version 4 Definitive 21 July 2009

Internet Explorer Security Settings. Help Sheet. Client Services. Version 4 Definitive 21 July 2009 Internet Explorer Security Settings Help Sheet Client Services Contents About this document 2 Audience... 2 Scope... 2 Related documentation... 2 Adding Præmium to your list of trusted sites 3 Pop up blocker

More information

Genentech Corporate Giving and Grants Tip Sheet Philanthropic Charitable Support

Genentech Corporate Giving and Grants Tip Sheet Philanthropic Charitable Support Genentech Corporate Giving and Grants Philanthropic Charitable Support Table of Contents What is Philanthropic Charitable Support... 2 Checklist..... 2 I. Log in... 3 II. Organization Registration (one

More information

Approval Process Expense Reports and Travel Cash Advances

Approval Process Expense Reports and Travel Cash Advances Approval Process Expense Reports and Travel Cash Advances Expense Reports and Travel Cash Advances must be approved by the HR Supervisor, the Expense Approver, and the Prepay Auditor before a payment will

More information

Job Aid. Creating Expense Reports. 1. Begin by navigating to the Expense Report Entry page. 2. Click Create under Expense Report in the Main Page

Job Aid. Creating Expense Reports. 1. Begin by navigating to the Expense Report Entry page. 2. Click Create under Expense Report in the Main Page Creating Expense Reports 1. Begin by navigating to the Expense Report Entry page. Employee Self Service Travel and Expense Center 2. Click Create under Expense Report in the Main Page 3. A search box appears.

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

Hamilton College Corporate Credit Card Program Policies and Procedures Effective March 1, 2011

Hamilton College Corporate Credit Card Program Policies and Procedures Effective March 1, 2011 Hamilton College Corporate Credit Card Program Policies and Procedures Effective March 1, 2011 Overview The College provides a corporate credit card to eligible employees who make regular or frequent purchases

More information

How to install and use the File Sharing Outlook Plugin

How to install and use the File Sharing Outlook Plugin How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.

More information

HOW TO ADD A QUICK WAY TO GET THE PLACE TO ADD YOUR VOUCHER.ADD IT TO YOUR FAVORITES:

HOW TO ADD A QUICK WAY TO GET THE PLACE TO ADD YOUR VOUCHER.ADD IT TO YOUR FAVORITES: DMA V1 Updated: 3/21/16 Creating an Expense Report Job Aid 1. Non-state employees (including contractors) will not be reimbursed for travel expenses in the Peoplesoft expense module. 2. NOTE: Do not use

More information

Banner Web Time Entry. Banner Web Time Entry (WTE) Time Entry User Guide

Banner Web Time Entry. Banner Web Time Entry (WTE) Time Entry User Guide Banner Web Time Entry Banner Web Time Entry (WTE) Time Entry User Guide Overview Banner s Web Time Entry module automates the time entry collection, calculation and approval process for job assignments.

More information

GEMS Program Concur Travel & Expense Quick-Start Guide

GEMS Program Concur Travel & Expense Quick-Start Guide GEMS Program Concur Travel & Expense Quick-Start Guide Your Guide to Booking Travel, and Creating, Submitting, and Approving Expense Reports http://gems.uchicago.edu Proprietary Statement This document

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

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

Genentech Corporate Giving and Grants Tip Sheet Healthcare-Related Charitable Support

Genentech Corporate Giving and Grants Tip Sheet Healthcare-Related Charitable Support Genentech Corporate Giving and Grants Healthcare-Related Charitable Support Table of Contents What is Healthcare-Related Charitable Support... 2 Checklist..... 2 I. Log in... 3 II. Organization Registration

More information

1 Completing Your Claim Form

1 Completing Your Claim Form 1 Completing Your Claim Form Once you have received your log in details, accessed the system and checked that all your details are correct, you are ready to make your first claim. 1.0 Entering your claim

More information

The Peer Reviewer s Guide to Editorial Manager

The Peer Reviewer s Guide to Editorial Manager The Peer Reviewer s Guide to Editorial Manager Registering with EM The Register option is found in the main toolbar. New users simply click on REGISTER. [Note: You may have been proxy registered as a review

More information

ACCOUNTS PAYABLE VOUCHER ADJUSTMENT

ACCOUNTS PAYABLE VOUCHER ADJUSTMENT ACCOUNTS PAYABLE VOUCHER ADJUSTMENT TRANSACTION ENTRY OVERVIEW Use Vision Transaction Center to enter and maintain data on various types of transactions, such as disbursements, expenses, invoices, and

More information

Concur. Travel & Expense Guide

Concur. Travel & Expense Guide Concur Travel & Expense Guide Aurora Finance: Concur Travel & Expense Guide The information contained in this document is subject to change without notice. Revised April 13, 2012 Published by Aurora Finance

More information

Concur Travel & Expense Frequently Asked Questions

Concur Travel & Expense Frequently Asked Questions What is Concur Travel & Expense? How do I log in to Concur Travel & Expense? What should I do the first time I log into Concur Travel & Expense? What are the required fields on the profile page? What if

More information

CentreSuite Expense Management Cardholder USER GUIDE

CentreSuite Expense Management Cardholder USER GUIDE CentreSuite Expense Management Cardholder USER GUIDE CentreSuite Expense Management Cardholder User Guide Table of Contents 3 First Time User Log On 6 Quick Links From Your Home Screen 7 Statements 9 Reviewing

More information

The MIL Corporation. Deltek Expense Report Training

The MIL Corporation. Deltek Expense Report Training Deltek Expense Report Training Contents Chapter 1: How to Access the Expense Application... 3 Chapter 2: Filling out an Expense Report... 4 Chapter 3: Expense Report Details... 12 Chapter 4: Signing the

More information

End User Training Guide

End User Training Guide End User Training Guide October 2013 2005-2013 ExpenseWire LLC. All rights reserved. 1 expensewire.com Use of this user documentation is subject to the terms and conditions of the applicable End- User

More information

Division of School Facilities OUTLOOK WEB ACCESS

Division of School Facilities OUTLOOK WEB ACCESS Division of School Facilities OUTLOOK WEB ACCESS New York City Department of Education Office of Enterprise Development and Support Applications Support Group 2011 HELPFUL HINTS OWA Helpful Hints was created

More information

Envision Credit Card Processing

Envision Credit Card Processing A Guide for Processing Transactions with Envision's Credit Card Module I Table of Contents Part I Credit Card Processing Setup 1 Part II Credit Card Processing 2 1 Entering Tips... 3 2 Processing the Credit

More information

Once your request has been approved, you can begin creating a new expense report.

Once your request has been approved, you can begin creating a new expense report. Once your request has been approved, you can begin creating a new expense report. Click on the Requests header. Find the request you want to work on. Notice the Status column says Approved. Click Expense

More information

Pcard Frequently Asked Questions

Pcard Frequently Asked Questions Pcard Frequently Asked Questions Contents CARDHOLDER/CARD MANAGER CHANGES & EXTENDED LEAVE... 1 DECLINED TRANSACTIONS... 2 EXPIRED, REPLACEMENT AND LOST/STOLEN CARDS... 2 LIMITS... 3 RECEIPTS... 3 SALES

More information

Managed File Transfer Utility

Managed File Transfer Utility The Managed File Transfer Utility (MFT) is a file transfer solution that enables DOT users and external parties to transfer files securely through an intuitive interface without some of the email pitfalls.

More information

Expense Module Security

Expense Module Security Expense Module Security This document provides an overview of Expense security including workflow and notifications. State of Vermont Department of Finance & Management VISION 8.8 Revised: March 2013 TABLE

More information

PREPARED BY Carmen Costea

PREPARED BY Carmen Costea SFU ONLINE EXPENSE REPORT USER GUIDE PREPARED BY Carmen Costea TABLE OF CONTENTS TABLE OF CONTENTS... 2 1. NAVIGATE... 4 1.1 NAVIGATE TO THE ONLINE TRAVEL AND EXPENSES APPLICATION...4 1.1.1 Direct weblink

More information

PURCHASING CARD RECONCILIATION HANDBOOK PEOPLESOFT FINANCE. Instruction Manual Updated - April 2013

PURCHASING CARD RECONCILIATION HANDBOOK PEOPLESOFT FINANCE. Instruction Manual Updated - April 2013 PURCHASING CARD RECONCILIATION HANDBOOK PEOPLESOFT FINANCE Instruction Manual Updated - April 2013 2 Table of Contents Logging into PeopleSoft Finance page 3 How to Display Transactions: If you are responsible

More information

Contents... 1 Version Control... 1 Assumptions... 2 Signing in... 2 Quick Setup... 3 Audio and Video Selection... 3 Microphone...

Contents... 1 Version Control... 1 Assumptions... 2 Signing in... 2 Quick Setup... 3 Audio and Video Selection... 3 Microphone... VIDEO CONFERENCING PROCEDURE User Guide for Cisco Jabber Video for Windows Contents Contents... 1 Version Control... 1 Assumptions... 2 Signing in... 2 Quick Setup... 3 Audio and Video Selection... 3 Microphone...

More information

Submitting a Claim in New MIPS Homeless Children Nutrition Program single-site

Submitting a Claim in New MIPS Homeless Children Nutrition Program single-site Submitting a Claim in New MIPS Homeless Children Nutrition Program single-site Log into MIPS (using same Authorization Number and Password as before) **Be sure to take notice of any messages on the screen

More information

Henrico County Public Schools

Henrico County Public Schools Henrico County Public Schools Presents: The New Web Based E-Mail Solution DRAFT Table of Contents Table of Contents...2 Logging Into Outlook Web Access...4 Overview..5 Navigating the Outlook Components...5

More information

TCS Payment Processing Interface 1.0

TCS Payment Processing Interface 1.0 TCS Payment Processing Interface 1.0 Purpose: Integrate Shift 4 payment card processing into TCS Reservations. Setup: To configure TCS reservations for use with Shift 4 UTG. First install the Shift4 UTG

More information

Concur Travel & Expense Overview

Concur Travel & Expense Overview Concur Travel & Expense Overview What is Concur Travel & Expense? Concur Travel & Expense delivers One-Touch Business Travel TM integrating travel reservations & expense reporting data into one application

More information

Paytelligence Quick Start Guide

Paytelligence Quick Start Guide Paytelligence - Quick Start Guide 1. Installation Double-click setup.exe to start the Paytelligence installation. Click Next > Read through the END USER LICENSE AGREEMENT. Use the down arrow to scroll

More information

Remedy ITSM Service Request Management Quick Start Guide

Remedy ITSM Service Request Management Quick Start Guide Remedy ITSM Service Request Management Quick Start Guide Table of Contents 1.0 Getting Started With Remedy s Service Request Management. 3 2.0 Submitting a Service Request.7 3.0 Updating a Service Request

More information

A Guide to Completing Federal Direct Stafford Loan Entrance Counseling. Logging into the website with the FSA ID and password

A Guide to Completing Federal Direct Stafford Loan Entrance Counseling. Logging into the website with the FSA ID and password A Guide to Completing Federal Direct Stafford Loan Entrance Counseling Updated: May 2016 All students taking out Direct Subsidized Loans and/or Direct Unsubsidized Loans, who have not previously received

More information

REAL ESTATE CLIENT MANAGEMENT QUICK START GUIDE

REAL ESTATE CLIENT MANAGEMENT QUICK START GUIDE REAL ESTATE CLIENT MANAGEMENT QUICK START GUIDE The purpose of the quick start guide is to help you get started using the Real Estate Client Management (RECM) product quickly. For a more in-depth quick

More information

Using ESS - Guide to creating, submitting, and approving an expense report

Using ESS - Guide to creating, submitting, and approving an expense report Using ESS - Guide to creating, submitting, and approving an expense report Copyright 2014-2015, R. James Holton, All rights reserved (8/13/2015) Introduction The purpose of this guide is to acquaint you

More information

Strategic Initiatives Conference Grant Program

Strategic Initiatives Conference Grant Program Strategic Initiatives Conference Grant Program User Guide (Revised March 2015) Table of Contents Table of Contents Introduction... 3 1. Logging On... 4 2. Entering Information in to the Impact Form...

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

ReadyTalk for Salesforce User Guide

ReadyTalk for Salesforce User Guide ReadyTalk for Salesforce User Guide Revised 11/8/2013 2 Contents Getting Started... 4 What is ReadyTalk for Salesforce?... 4 Installing and Configuring the AppExchange Application... 5 User Types and Settings...

More information

Claim Travel Types: Explanatory Note

Claim Travel Types: Explanatory Note How to submit a travel and subsistence claim 1. Log in to travel and subsistence online: https://agresso.nuigalway.ie/agresso/system/login.aspx 2. Fill out the online claim form in Draft mode, (important)

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

GETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows

GETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows GETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records

More information

AMERICAN EXPRESS EXPENSE REPORT PROCEDURE

AMERICAN EXPRESS EXPENSE REPORT PROCEDURE Document Title: Document #: XXX.XXX.1 Procedure American Express Expense Report Procedure Description of the Last Change: Review and Update Revision: 07/15/2014 Issue Date: 07/15/2014 Review Date: 07/15/2014

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

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

Managing Expense Claims

Managing Expense Claims Managing Expense Claims Page 1 of 14 Version 1.2, July 2012 Introduction Functionality provided by People Inc. Employee Intranet enables you to process expense claims electronically. This is done via the

More information

Centralized Internship Support System for Greek Higher Education Students

Centralized Internship Support System for Greek Higher Education Students Centralized Internship Support System for Greek Higher Education Students Host Company s Application User Guide Once the account that you created as Internship Host in the program Atlas has been certified,

More information