Core Portal Claimant User Guide. Core Expense

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Core Portal Claimant User Guide. Core Expense"

Transcription

1 Core Portal Claimant User Guide Core Expense 1

2 1 CONTENTS 2 Logging onto the system Payment Payslips P60s PRD60s Important Dates Entering and Managing Expense Trips Entering A Mileage Trip Entering A Subsistence Expense Trip Entering An Expense Item requiring a receipt Entering An Expense Trip paid by the Company (Credit Card) Entering A Foreign Expense Trip Entering An Expense Trip- Travel with Higher Grade Entering An Expense Trip- Submitting For Approval Entering An Expense Trip For a Third Party- Proxy Claimant Troubleshooting Managing previously created Expense Trips Advances Entering Advances Remittances Claimant Cars Entering Claimant Cars Editing Claimant Cars

3 7.3 Managing Claimant Cars Rates Lookup Looking Up Mileage and Subsistence Rates Bank Details Changing Bank Details on Core Portal Entering Overtime Claims Overtime Claim Screen Selection Completing An Overtime Claim Miscellaneous Claims Completing a Fixed Rate Allowance Claim Completing a Night Duty Allowance Claim Completing a Value Allowance Claim Logging Out

4 2 LOGGING ONTO THE SYSTEM The first time an employee logs onto the system they will have to self-register a separate document will be circulated to describe this process in detail. For subsequent log on s to the system username= address and password = the password generated during self registration. It will be possible to retrieve lost passwords (this will be outlined in the Self Registration document) 4

5 3 PAYMENT When an Employee logs on to Core Portal they will automatically be directed to the Core Portal Pay Tab In this page it is possible to view Payslips, P60 s, PRD60 s, view current Tax details and find out how many days to paydate. It is also possible to use the What if Calculator for Shorter Working Year, Work sharing and Parental leave. If you are an approver, upon login you will automatically be directed to your Managers Dashboard. To view your Employee Dashboard, click on Dashboards and select Employee Dashboard. 5

6 3.1.1 PAYSLIPS On the landing page the four most recent payslips are available by clicking on the relevant date / payslip on the left hand side of the Recent Payslips section of the screen: Historic payslips can also be viewed by clicking on the Magnified Glass within the Recent Payslips section. This will display previous payslips available on the system, displaying a screen similar to the following: Clicking the View Payslip option or the Full Payslip button on the Recent Payslips button section for that particular payslip, will display the payslip for the selected period: 6

7 Pressing the Print Payslip button on this screen will allow you to print the payslip 7

8 3.1.2 P60S P60s are available for previous years in both Irish and English. To view P60s in Irish click on the button highlighted below To print a P60 click on the relevant year and the following screen will be displayed detailing all the relevant P60 details. 8

9 To print the Standard P60 document click on the Generate P60 and the document similar to the document below will be displayed and may be printed. 9

10 Historic P60s can also be viewed by clicking on the Magnified Glass within the Recent P60s section. This will display previous P60s available on the system, displaying a screen similar to the following: Click on View P60 as highlighted to print previous P60s PRD60S The most recent PRD60 documents can be viewed by pressing the relevant button next to the document in question: 10

11 To view historical PRD60 Documents click on the Magnified Glass and this will display all of the PRD60s that are available for viewing IMPORTANT DATES This will give a countdown to the number of days to paydate. 11

12 4 ENTERING AND MANAGING EXPENSE TRIPS Click on the Expenses tab 12

13 Click on New 13

14 The following pop up box will appear. When entering a Claim for the first time you must select Cost Centre, Analysis 1 and Analysis 2. For each subsequent claim these fields will populate automatically. Populate the Dates, Description (Please use plain text in this field Errors will appear if Symbols are used e.g. Brackets,, etc.) and Approver cells and press SAVE. This will create the expense report header. Click on This will give you the following screen. Payment By Me will automatically be selected. Select Company if the Expense has been paid by the Departments Credit Card. 14

15 4.1 ENTERING A MILEAGE TRIP Type Mileage in the Expense Type cell and fill in the rest of the relevant details. Should you wish to verify the exact mileage there is a link to AA Routeplanner below. Complete the unpopulated cells (Expense Type/ Code, From & To location, Times & Description) with the relevant expense information. Press SAVE if it is the only expense item for the trip. If you want to enter another expense item for the same trip press 15

16 4.2 ENTERING A SUBSISTENCE EXPENSE TRIP Complete the Dates, Times, To and From Locations and Description. Then press Generate Subsistence. This will calculate the number of overnights/10 hours/ 5 hours that the Claimant is entitled to for the trip. The Expense Type cell must be left blank in order to Generate Subsistance. It is possible for the Claimant to reduce the amount of Subsistence claimed, however it is not possible to increase the amount claimed above the permitted amount. If the claimant wants to claim the conference rate or 50% rate of Subsistence as opposed to the Standard rate, click on the Widget to the right of the overnight Rate line as circled below. 16

17 Click on View/Update. The screen below will pop-up and the Claimant will be able to select the type of subsistence rate they want to claim. They should then press Options, Save and Submit their Expense Claim. 17

18 4.3 ENTERING AN EXPENSE ITEM REQUIRING A RECEIPT Specific expense codes will require receipts. When such expense codes are chosen the following message will pop up. Should a Claimant wish to Submit their receipt separately they can Press Save at this stage. 18

19 Otherwise they can select Receipt available to upload At which stage they must enter a description and attach the receipt (Browse to the location the receipt is saved in by clicking on the paperclip). 19

20 Alternatively, one can choose to select no receipt available but a reason for the missing receipt will have to be noted before pressing SAVE. 20

21 4.4 ENTERING AN EXPENSE TRIP PAID BY THE COMPANY (CREDIT CARD) When entering the Expense Trip Detail ensure that the Payment by company indicator is selected as below. Once all the details are entered and SAVE is pressed. The Expense trip will be marked as already paid. 21

22 4.5 ENTERING A FOREIGN EXPENSE TRIP When entering the Foreign Expense Trip Detail ensure that the Foreign indicator is selected as below. Enter the Expense Details as normal, entering the value in the local currency and selecting the foreign destination in the location section. This will identify the currency rate from the system that should be used to convert the local currency back into euro. 22

23 4.6 ENTERING AN EXPENSE TRIP- TRAVEL WITH HIGHER GRADE When entering an Expense report the person of Higher Grade with whom the claimant is travelling with needs to be selected. Click on Additional Options to select Higher Grade. This will allow the claimant to claim the Subsistence rate of the higher Grade Officer. Click Save. 23

24 4.7 ENTERING AN EXPENSE TRIP- SUBMITTING FOR APPROVAL Once all Expense items have been entered you should press the Submit button. This will send the expense trip to the selected approver for approval. Please note your selected approver must have Registered on CorePortal in order to approve your claim. The following Pop-up will appear (if parameter is turned on) Click to read the terms and conditions and then press YES. 24

25 4.8 ENTERING AN EXPENSE TRIP FOR A THIRD PARTY- PROXY CLAIMANT Some claimants may enter claims for other employee s to do so. Go to Administrator Dashboard Click on the Expense Tab then on the Widget Click on Manage Expense and the following pop-up will appear. Click on New Report 25

26 Select the relevant Claimant that you want to enter the expenses for, complete the Expense Trip as normal and click on Notify Claimant. The Claimant who is seeking reimbursement of the expenses must log onto their Core Portal and submit the completed claims to their approver for approval. 26

27 4.9 TROUBLESHOOTING If you get the following message when you Press SAVE Press OK. The Errors will be highlighted in red. These cells should be amended. Once this is completed Press SAVE. In the example below the Amount cell needs to be completed before the expense trip is saved. If you are happy that all the expense items for the trip have been entered. Press Submit. 27

28 4.10 MANAGING PREVIOUSLY CREATED EXPENSE TRIPS Should you wish to make any subsequent changes to the Expense Report. Click on Manage/ All Expense Reports You will get a list of expense reports 28

29 To edit click on the Widget icon and choose the relevant menu item. Save and Submit after making changes. It is also possible to click on the different types of expense reports on the pie chart to filter down and see the details. To delete an expense claim select delete. 29

30 5 ADVANCES 5.1 ENTERING ADVANCES In the Expense Screen click on +NEW in the My Advances section. A pop up will appear. Select correct Advance Type, enter reason for advance, applicable dates (Note the Repayment Date should be the expected End date of the Trip the Advance is being Submitted for) and amounts and select the relevant Approver. Press Submit. 30

31 This will now appear in the expense dashboard, as submitted- awaiting approval. 31

32 6 REMITTANCES Recent Remittance Advices are available on the Employee Screen (Dashboard). Clicking on the description will bring up a screen similar to the following one: The Remittance Advice can be printed from here. Should the Claimant require a historical Remittance advice they should click on the Magnified Glass as highlighted below. 32

33 A screen similar to the following one will appear; by clicking on the magnified glass the Claimant will see a full description of the Claim details in a printable format. 33

34 7 CLAIMANT CARS 7.1 ENTERING CLAIMANT CARS In the Settings tab in Core Portal click on the My Primary Car Widget icon. Select Create Car. Complete the Pop up box with the relevant details and press SAVE. This will send the Car details for your approver for approval. 34

35 7.2 EDITING CLAIMANT CARS If you want to change the Primary Car; click on the widget icon and select Manage My Cars. This will give a list of all the Claimant s Cars. Click on the Widget icon beside the relevant car. This will give you several options. If you select Edit the pop up screen below will appear. You can change any of the car details and press SAVE this will send the revised Car details to your approver for approval. 35

36 Cars can also be deleted, viewed or edited from this widget icon. 7.3 MANAGING CLAIMANT CARS If you want to make a certain car your Primary Vehicle- the one which mileage claims are automatically costed using- click on Make this my Primary vehicle. To see how much mileage was applied to the selected vehicle select on the Mileage History and you will get a list of all claims. 36

37 8 RATES LOOKUP 8.1 LOOKING UP MILEAGE AND SUBSISTENCE RATES The Rates Lookup screen in Core Portal in the Settings tab; offers a facility for the claimant to look up both domestic and foreign subsistence and mileage rates Select the subsistence/ Mileage expense item, date and region where the expense was incurred. Press SEARCH. 37

38 A pop up screen will appear. This will give a list of subsistence rates. These can be further refined by Scale Class and Exception. 38

39 9 BANK DETAILS Core Portal allows employees to maintain or change their bank details. Bank account details are held for both Pay and Expense payments. 9.1 CHANGING BANK DETAILS ON CORE PORTAL In the Settings tab there is a Bank Accounts Widget. If you click on the Expense bank account details. The following screen appears You can update the IBAN number and BIC details; you will need to confirm the IBAN number and tick the declaration before pressing save. 39

40 Once SAVE is pressed the employee will be prompted to enter their password before the new bank details will be saved. 40

41 10 ENTERING OVERTIME CLAIMS Overtime Claims may also be claimed on Core Portal OVERTIME CLAIM SCREEN SELECTION To Claim Overtime select Other Products on the top right hand side of the screen Click on Overtime. The following screen will appear In this screen you have the option to Create a New Overtime Claim, View Outstanding Overtime Claims and see where in the process your previous claims are- pending approval, rejected, approved or included in the pay run. 41

42 COMPLETING AN OVERTIME CLAIM To create a new Overtime Claim click on Create New Overtime Claim as highlighted below. The following screen will appear 42

43 Click on the date relevant to your Overtime Claim and the following screen will pop up The next step is to select your Approver and Checker details. To do this click on the Magnified glass beside the Checker Cell enter the forename and surname of your checker and press search. Once the relevant name appears in the list of approvers click on it and press close. 43

44 It is the same process for the approvers, click on the magnified glass, enter your approvers forename and surname press search, then click on the name once it appears on the list and press save. The next step is to fill out the reason for the overtime, (the reason for overtime can be input to include the times worked each overtime night if required) Then the number of hours of overtime worked must be completed the declaration ticked and the Submit for Approval button should be clicked. This will send your overtime to your approver for approval MISCELLANEOUS CLAIMS Three types of Miscellaneous Claims may be entered in Core Portal where applicable to the Employee Fixed Rate Allowances Night Duty Allowances Value Allowances Miscellaneous Claims may be entered under Other Products/ Miscellaneous Claims 44

45 Clicking on this option will bring up the screen below This screen will list any previous Miscellaneous Claims and their current status- Submitted/ Approved/ Rejected/ Paid. 45

46 Clicking on the Create New Items button as highlighted on the screenshot will enable the Claimant to enter their Miscellaneous Claim, the following pop-up screen will appear. At this point you select what type of Claim you want to enter and Press Confirm. 46

47 COMPLETING A FIXED RATE ALLOWANCE CLAIM For a Fixed Rate Allowance Claim you need to enter your approver, whether Point 1, 2 or 3 is relevant, the dates involved and a Description. You then have the choice to Submit for Approval or Save until later. You must tick the Terms and conditions declaration before pressing Save when submitting for Approval. Start Date and End Date for On Call Allowance only: If you selected On Call Allowance as the claim type, the date selected in the Start Date field should be Monday s date during the week when you were on call. The date selected in the End Date field should be Sunday s date during the week when you were on call. 47

48 N.B. Monday and Sunday should always be selected as the start and end dates, regardless of whether you were on call for the full week or not. E.G. If you were on call for a Saturday only, the previous Monday should be selected as your Start Date, and the following day, Sunday, should be selected as the End Date COMPLETING A NIGHT DUTY ALLOWANCE CLAIM When claiming a Night Duty Allowance the following screen will appear The Claimant will need to select their approver from the list, they will also need to select the type of Night Duty Allowance they are claiming as evident from the screenshot there are four different types- Basic, time + ¼, Time + ½ and Double Time. Additionally the Claimant will also need to enter the relevant dates for the claim, a description, cost centre, tick the Terms and Conditions declaration and select to save or submit for approval. 48

49 COMPLETING A VALUE ALLOWANCE CLAIM Again the first step is to select the relevant approver from the dropdown list. There are numerous different Value allowances that may be claimed where appropriate among them- On Call Allowances, Shorter working year Public Holiday, Work sharing Extra Attendance. A full list will appear in the dropdown list. The Claimant must then input the number of units they wish to claim along with the Date and Cost Centre that the Claim relates to (Cost Centre = Income Tax Policy in the example in the screenshot). The next step is to complete the description field, select Save for later of Submit for approval, click on the Terms and Conditions declaration and press Save. 49

50 11 LOGGING OUT Click on your user name and select log out from the dropdown list. 50

Aston Staff Portal. Making an Expense Claim

Aston Staff Portal. Making an Expense Claim Aston Staff Portal Making an Expense Claim Applicable Rates for Accommodation, Travel & Subsistence Standard Day Rate Subsistence (meals and drinks, excluding alcohol) The actual, reasonable costs of food

More information

Core Expenses Guide. Appendix I Expense Items & Descriptions of Use Page 28 Appendix II Frequently Asked Questions Page 30.

Core Expenses Guide. Appendix I Expense Items & Descriptions of Use Page 28 Appendix II Frequently Asked Questions Page 30. The purpose of this document is to provide a guide to using the Core Expenses system. It should be read as an aid to getting started with Core Expense. You should not proceed to using Core Expense without

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

University of Sunderland. Oracle 12 i-expenses. Full Administration Training Guide. Version 1.0 09/05/14

University of Sunderland. Oracle 12 i-expenses. Full Administration Training Guide. Version 1.0 09/05/14 Oracle 12 i-expenses Full Administration Training Guide Version 1.0 09/05/14 Table of Contents 1 TRAVEL POLICY AT A GLANCE... 2 2 PROCEDURES... 4 2.1 I-Expenses Procedure... 7 3 LOGIN... 8 Login Problems...

More information

Creating an Expense Report from a Blank Report Form. These instructions are designed for those who do NOT need a Travel Authorization.

Creating an Expense Report from a Blank Report Form. These instructions are designed for those who do NOT need a Travel Authorization. Creating an Expense Report from a Blank Report Form These instructions are designed for those who do NOT need a Travel Authorization. Expense Reports are required for the following reasons: Document all

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

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

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

http://lccintranet/corporate/eso/login.asp?page=/corporate/eso/index.asp

http://lccintranet/corporate/eso/login.asp?page=/corporate/eso/index.asp On line expense system anyone who is an essential user, an authoriser (whether or not they claim mileage) or who claimed via CT 325 need to register if you don t then you won t get paid. Log in page: http://lccintranet/corporate/eso/login.asp?page=/corporate/eso/index.asp

More information

Supply Chain Finance WinFinance

Supply Chain Finance WinFinance Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism

More information

HR21 Employee & Manager Self Service. Employee User Guide

HR21 Employee & Manager Self Service. Employee User Guide West Lothian Council HR21 Employee & Manager Self Service Employee User Guide HR Services January 2015 Version 8 Data Label: Public Page 1 of 23 Contents 1. WHAT IS HR21... 3 2. PASSWORD PROTECTION...

More information

EchoSign Integration

EchoSign Integration EchoSign Integration CURA Technical Support Email: cura_support@mindscope.com Phone: 1.888.322.2362 x 555 EchoSign Integration Page 2 Table of Contents Getting Started With EchoSign... 3 Sending Documents

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

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

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

Aston Staff Portal. Approving / Rejecting Expense Claims

Aston Staff Portal. Approving / Rejecting Expense Claims Aston Staff Portal Approving / Rejecting Expense Claims Notes for Approvers 1. Where expense items require a receipt, any such claims without a receipt must be rejected by the approver. 2. Approvers should

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

NHSP:Online. Uploading Agency Rates. NHSP:Online. Agency Rates Admin V2.2 Issued December 2012 Page 1 of 31

NHSP:Online. Uploading Agency Rates. NHSP:Online. Agency Rates Admin V2.2 Issued December 2012 Page 1 of 31 Uploading Agency Rates Page 1 of 31 Contents Page 1.0 Getting Started...3 2.0 Notifications...6 3.0 Downloading a Blank Template...7 4.0 Filling out your rates template...8 5.0 Uploading your completed

More information

National Job Link Portal Company/Employer Online User Guide

National Job Link Portal Company/Employer Online User Guide National Job Link Portal Company/Employer Online User Guide Contents Register for a CIGnet username and password... 3 Changing your CIGnet username and password... 6 Register your Company with the National

More information

ProMaster User Guide For Travel Expense Allocations (Reconciliations)

ProMaster User Guide For Travel Expense Allocations (Reconciliations) ProMaster User Guide For Travel Expense Allocations (Reconciliations) 1 P a g e Table of Contents Who do I contact with my questions?...3 How do I log in to ProMaster?...4 What do all the Icons mean?...5

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

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

10 Step Guide to Getting Started with BOI Business On Line. Business On Line. 10 Step Guide to Getting Started. A BOL Setup Guide. v.

10 Step Guide to Getting Started with BOI Business On Line. Business On Line. 10 Step Guide to Getting Started. A BOL Setup Guide. v. Business On Line 10 Step Guide to Getting Started A BOL Setup Guide v.11/13 This Document is published by Bank of Ireland, and both it, and its contents, are the property of Bank of Ireland. Page 1 of

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

InTime. Contractor Guides

InTime. Contractor Guides InTime Contractor Guides Contents Accessing InTime The main menu Your self service portal 2 3 4 5 Timesheets & expense basics 6 Entering timesheets (continued on p.7) 8 Draft timesheets 9 Submitted timesheets

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

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

Accessing the Technology Help Desk Self-Service site:

Accessing the Technology Help Desk Self-Service site: Technology Help Desk Self-Service Site Find Technology Solutions and Manage Work Ordersfor all current faculty, staff and students of Philadelphia University Requirements a personal computer connected

More information

How to use MyView. Clergy users manual

How to use MyView. Clergy users manual How to use MyView Clergy users manual How to use MyView Clergy users manual Contents Logging in to MyView for the first time... 1 Logging in to MyView... 4 The Dashboard... 5 Bank Details... 6 To view

More information

How to Add Users 1. 2.

How to Add Users 1. 2. Administrator Guide Contents How to Add Users... 2 How to Delete a User... 9 How to Create Sub-groups... 12 How to Edit the Email Sent Out to New Users... 14 How to Edit and Add a Logo to Your Group's

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

Wires. z Go to https://www.bellbanks.com z From the Secure login to drop-down, select Business Online Banking z Enter Username and Password

Wires. z Go to https://www.bellbanks.com z From the Secure login to drop-down, select Business Online Banking z Enter Username and Password Wires This tab allows you to perform all the necessary functions to create and submit domestic and international wires online. For companies utilizing the online wire function, all business online banking

More information

PROACTIS: Supplier User Guide Contract Management

PROACTIS: Supplier User Guide Contract Management PROACTIS: Supplier User Guide Contract Management Contents Introduction Why PROACTIS Contract Management Tender award Updating Contractor details Accepting tender award Accepting / rejecting the contract

More information

ONLINE FILING INSTRUCTIONS FOR HAWAII UNEMPLOYMENT INSURANCE EXPRESS

ONLINE FILING INSTRUCTIONS FOR HAWAII UNEMPLOYMENT INSURANCE EXPRESS ONLINE FILING INSTRUCTIONS FOR HAWAII UNEMPLOYMENT INSURANCE EXPRESS STATE OF HAWAII DEPARTMENT OF LABOR AND INDUSTRIAL RELATIONS UNEMPLOYMENT INSURANCE DIVISION MARCH 2009 TABLE OF CONTENTS I. INTRODUCTION...

More information

User Guide Create Invoices

User Guide Create Invoices User Guide Create Invoices May 30, 2013 OVERVIEW This User Guide aims to describe how isupplier Users can create invoices. HOW TO USE THIS USER GUIDE If familiar with the isupplier Portal Functionalities

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

Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document)

Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document) Submitting a Claim in New MIPS Sponsor of Day Care Homes (more detailed instructions found in back of document) Log into MIPS (using same Authorization Number and Password as before). **Be sure to take

More information

Grade Sheet Application

Grade Sheet Application Grade Sheet Application allows faculty and Faculty Assistants (FAs) to upload grades, from a downloaded spreadsheet retrieved from the My Courses portlet on the portal or by downloading from the Chalk

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

Table of Contents 1. Contents...1

Table of Contents 1. Contents...1 Table of Contents 1. Contents...1 1.1 Introduction/Getting Started...1 1.1.1 Creating an Account...1 1.1.2 Logging In...2 1.1.3 Forgotten Password...2 1.1.4 Creating a New Project...3 1.2 My Projects...3

More information

10 Step Guide to Getting Started with BOI Business On Line. Business On Line. 10 Step Guide to Getting Started. A BOL Setup Guide. ROI Only. v.

10 Step Guide to Getting Started with BOI Business On Line. Business On Line. 10 Step Guide to Getting Started. A BOL Setup Guide. ROI Only. v. Business On Line 10 Step Guide to Getting Started A BOL Setup Guide ROI Only v.01/14 This Document is published by Bank of Ireland, and both it, and its contents, are the property of Bank of Ireland. Page

More information

People Inc. Managing Timesheets P&A Software Solutions Page 1 of 13 Version 1.3 January 2015

People Inc. Managing Timesheets P&A Software Solutions Page 1 of 13 Version 1.3 January 2015 Managing Timesheets Page 1 of 13 Version 1.3 January 2015 Introduction Functionality provided by People Inc. enables you to register timesheets electronically. This is done via the web browser on your

More information

Online Payroll Remittance Manual for Employers

Online Payroll Remittance Manual for Employers Online Payroll Remittance Manual for Employers Before you start using the online payroll website Fraud Filter and Bank Changes Depending on your bank s ACH fraud filtering mechanisms you may need to identify

More information

1 Global Warranty Service Agent Guide. Service Agent Help Guide. Service Agent Starts the Claim

1 Global Warranty Service Agent Guide. Service Agent Help Guide. Service Agent Starts the Claim 1 Global Warranty Service Agent Guide Service Agent Help Guide Service Agent Starts the Claim 1 2 Global Warranty Service Agent Guide Table of Contents Warranty Guidelines... 3 Entering a Claim... 4 Log

More information

Database Program Instructions

Database Program Instructions Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading

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

Big Lots Vendor Compliance Web Portal User Guide - Vendor

Big Lots Vendor Compliance Web Portal User Guide - Vendor Big Lots Vendor Compliance Web Portal User Guide - Vendor https://visibility.inovis.com/dataquality/xclient/biglots 1. To login to the system for the first time: Open the New User Notification Invite e-mail

More information

Managers ADP etime Training Manual. August 2014

Managers ADP etime Training Manual. August 2014 Managers ADP etime Training Manual August 2014 Table of Contents Introduction Page 3 How to Log Into etime Page 4 Approving Exception Time Requests Page 6 How to Review Timecards Page 7 How to Edit Timecard

More information

TrueFiling. Law Firm User Guide 1.0.130. ImageSoft, Inc.

TrueFiling. Law Firm User Guide 1.0.130. ImageSoft, Inc. TrueFiling Law Firm User Guide 1.0.130 ImageSoft, Inc. Copyright 2013 ImageSoft, Inc. All rights reserved. No part of this document may be reproduced, stored in or introduced into a retrieval system, or

More information

NotifyMDM Device Application User Guide Installation and Configuration for Windows Mobile 6 Devices

NotifyMDM Device Application User Guide Installation and Configuration for Windows Mobile 6 Devices NotifyMDM Device Application User Guide Installation and Configuration for Windows Mobile 6 Devices End-of-Life Notice Please note that GO!Enterprise MDM server version 3.6.3 is the last to officially

More information

1.10 SUPPLY CLAIMS Produced by Plymouth Schools Accountancy Team 140 Updated August 2008

1.10 SUPPLY CLAIMS Produced by Plymouth Schools Accountancy Team 140 Updated August 2008 1.10 SUPPLY CLAIMS 140 CLAIMS PREPARATION SOFTWARE As FMS6 does not have the facility for the input of supply claims Devon have written some in-house software to cope with the missing functionality. It

More information

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions As your financial institution completes its system conversion, you will need to modify your QuickBooks settings

More information

Using the jmrdesign Service Desk

Using the jmrdesign Service Desk The jmrdesign Service Desk provides supported client users with a more comprehensive resource and easier to use interface. The jmrdesign Service Desk is designed to increase the efficiency and reduce the

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

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

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

Travel Authorization & Expense Report Processing

Travel Authorization & Expense Report Processing Travel Authorization & Expense Report Processing Create Travel Authorization Travel Authorization Workflow Travel Authorization Creator Travel Authorization department initiator Supervisor Approval The

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

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

L T A O N L I N E R E C R U I T M E N T

L T A O N L I N E R E C R U I T M E N T L T A O N L I N E R E C R U I T M E N T When you click on this webpath - http://recruitment.lta.com.fj/linkrm, the following screen will appear: You will have to click on Register, as circled red so that

More information

Online Payroll Documents (OPD) User Guide

Online Payroll Documents (OPD) User Guide Online Payroll Documents (OPD) User Guide Contents 1. Online Payroll Documents (OPD) 2. Self-Registration 3. Payslips 4. P60 s 3.1 View your payslip 3.2 Print your payslip 3.3 Save your payslip 4.1 View

More information

USER GUIDE 2014 AGILE NETWORK, LLC ALL RIGHTS RESERVED

USER GUIDE 2014 AGILE NETWORK, LLC ALL RIGHTS RESERVED Customer Portal USER GUIDE 2014 AGILE NETWORK, LLC ALL RIGHTS RESERVED Customer Portal TABLE OF CONTENTS Customer Support Process 3 Logging-in to Your Account... 4 Navigating the Portal. 5 Maintaining

More information

Self Service User Guide

Self Service User Guide Self Service User Guide User Guide V 1.0 1 17/10/2011 VERSION HISTORY Version Date Change Summary 1.0 October 2011 N/A User Guide V 1.0 2 17/10/2011 Contents VERSION HISTORY... 2 INTRODUCTION... 5 DATA

More information

Online Appointments Patients Guide

Online Appointments Patients Guide Online Appointments Patients Guide Introduction Having visited your GP Practice, you will have registered for Vision Online Appointments. The Practice will have started the Registration process which allows

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

User Guide - my.details Employee Self-Service

User Guide - my.details Employee Self-Service User Guide - my.details Employee Self-Service 1. Overview The University of Birmingham uses a computer system to electronically store your personal and payroll data. Previously this data could only be

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

First Financial Bank Online Banking Quick Reference. February, 2013

First Financial Bank Online Banking Quick Reference. February, 2013 February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering

More information

User Guide Overview to Access, Passwords, Navigation and Notifications

User Guide Overview to Access, Passwords, Navigation and Notifications OVERVIEW This User Guide is an overview to understand how to access the isupplier Portal, navigate through the system and understand the notification sent from the automatic system email notification to

More information

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect \ CitiDirect EB - Citi Trade Portal User Manual InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect HelpDesk Phone No. 0 801 343 978, +48 (22) 690 15 21 Monday Friday 8.00 17.00

More information

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting

Your Guide to setting up Sage One Accounting from your Accountant. Setting Up Sage One Accounting Your Guide to setting up Sage One Accounting from your Accountant Setting Up Sage One Accounting 1 Contents Introduction Introduction...3 Quick Start Guide entering key business information...4 Set Up

More information

OVERVIEW SALES END OF DAY TIMECLOCK LOGIN PRACTICE. QuickBooks Point Of Sale User Manual

OVERVIEW SALES END OF DAY TIMECLOCK LOGIN PRACTICE. QuickBooks Point Of Sale User Manual OVERVIEW SALES END OF DAY TIMECLOCK LOGIN PRACTICE QuickBooks Point Of Sale User Manual Overview QuickBooks Point of Sale (POS) is used to ring up sales, manage customers, provide inventory control, and

More information

Entering an Employee Expense Report

Entering an Employee Expense Report Upon completion of this guide you will be able to Enter an Expense Report: For travel or non-travel reimbursement For yourself or as proxy for someone else With single, or multiple expense lines Charged

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

Administrator Instructions for Link2CDMS Contractor Document Management System

Administrator Instructions for Link2CDMS Contractor Document Management System Table of Contents Administrator Instructions for Link2CDMS Contractor Document Management System Getting Started... 2 Viewing Your Approvals Dashboard... 2 Specifying Contractor Approval Status... 7 Adding

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

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

Trademark e-filing 2013

Trademark e-filing 2013 2013 1. Login facility is available on the home page. User has to register for logging in. If a user is already registered he can log in using the User ID and Password or Digital signature. How to Register:

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

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

Knowles Associates Total Fleet Management Ltd. Website E- Expenses and Greyfleet Registration, Additional Jobs, Expenses and Mileage

Knowles Associates Total Fleet Management Ltd. Website E- Expenses and Greyfleet Registration, Additional Jobs, Expenses and Mileage Knowles Associates Total Fleet Management Ltd Website E- Expenses and Greyfleet Registration, Additional Jobs, Expenses and Mileage Author: Lennon Carrington Approved by: Owner: Knowles Associates Total

More information

Upgrade of Business Systems Data Warehouse Reporting

Upgrade of Business Systems Data Warehouse Reporting Upgrade of Business Systems Data Warehouse Reporting The Business Systems Data Warehouse Reporting System was upgraded to a new version of Business Objects the weekend of December 12 th. The current system

More information

Help Desk Web User Guide

Help Desk Web User Guide Help Desk Web User Guide 1 P age Contents Create an Incident... 3 Classifying Category... 3 Describe Incident Request... 3 Add Attachments to the Request... 4 Requests... 4 Request List View... 5 Modes

More information

- you are now in Infocado-

- you are now in Infocado- Accessing Infocado Below is a step by step guide to accessing Infocado. 1. Go to website www.avocado.org.au 2. Click on the Industry tab at the top of the screen, wait for the new screen to appear then

More information

e-expenses Log in with your username and password and you can navigate to E-expenses tab.

e-expenses Log in with your username and password and you can navigate to E-expenses tab. e-expenses Expense claims are submitted using Employee online. The ESR interface is then used to pay the employee their expense claims with their salary. This User guide has been created to aid staff in

More information

User Guide Quote Request for Quotation (RFQ)

User Guide Quote Request for Quotation (RFQ) OVERVIEW This User Guide describes how Suppliers participates in Request for Quotation (RFQ) events. HOW TO USE THIS USER GUIDE If familiar with the isupplier Portal Functionalities and the Oxy processes,

More information

OSP Quick Start Guide

OSP Quick Start Guide OSP Quick Start Guide Table of Contents Notes...1 Overview...1 Site Information...2 Login to Portal...2 Activity Setup...3 Add Activity...3 Activity Lookup...4 Edit Activity...4 Remove Activity...4 View

More information

GRS Advantage Website User Reference Guide

GRS Advantage Website User Reference Guide GRS Advantage Website User Reference Guide This document describes how to use the GRS Advantage Website. Table of Contents GRS Advantage Website... 2 Accessing the Website... 2 Requesting Access to 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

MAS 90 Demo Guide: Accounts Payable

MAS 90 Demo Guide: Accounts Payable MAS 90 Demo Guide: Accounts Payable Vendors, invoice tracking, and check creation is a necessity of business. In this guide we will look at how vendors are set up, invoices are recorded, and checks are

More information

MAS 90 Demo Guide: Account Receivable

MAS 90 Demo Guide: Account Receivable MAS 90 Demo Guide: Account Receivable Customers, billing, and cash receipts are the lifeblood of any company. In this guide, we will look at where customers are set up, where invoices are entered, and

More information

Dayforce HCM Employee Access Employee Guide

Dayforce HCM Employee Access Employee Guide Dayforce HCM Employee Access Employee Guide Contents Employee Tasks... 2 Dayforce HCM Login... 2 Tool Bar Buttons... 3 Time Entry 4 Time Clock Entry 4 Hours Entry..6 Time In/Out Manually Entered..7 Salaried

More information

User Guide Create and View Credit Memos

User Guide Create and View Credit Memos OVERVIEW This User Guide aims to describe how isupplier Users can create Credit Memos. HOW TO USE THIS USER GUIDE If familiar with the isupplier Portal Functionalities and the Oxy process, refer to the

More information

SQ TRADING STATION User Guide & Installation

SQ TRADING STATION User Guide & Installation SQ TRADING STATION User Guide & Installation Table of content 1. Downloading the SQ Trading Station 2 2. Launching the SQ Trading Station 3 3. The SQ Trading Station User Interface 4 4. How to place a

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

Orange County Department of Education Vendor Portal Vendor Guide

Orange County Department of Education Vendor Portal Vendor Guide Orange County Department of Education Vendor Portal Vendor Guide Overview The OCDE Vendor Portal provides an interface for businesses, individuals, and employees who provide services to Orange County school

More information

Zenith Bank Corporate Internet Banking User Guide. Zenith Bank Corporate Internet Banking User Guide

Zenith Bank Corporate Internet Banking User Guide. Zenith Bank Corporate Internet Banking User Guide Zenith Bank Corporate Internet Banking User Guide 1 STEP-BY-STEP USER GUIDE The following information will help you make the most of your Corporate Internet Banking (CIB). Table of Contents i. Brief on

More information

GUIDE TO ACCESSING ELECTRONIC BOOKS (EBOOKS) FROM YOUR SCHOOL LIBRARY CATALOGUE THROUGH THE DIGITAL BACKPACK FOR STUDENTS (HOME INTERNET BROWSER)

GUIDE TO ACCESSING ELECTRONIC BOOKS (EBOOKS) FROM YOUR SCHOOL LIBRARY CATALOGUE THROUGH THE DIGITAL BACKPACK FOR STUDENTS (HOME INTERNET BROWSER) GUIDE TO ACCESSING ELECTRONIC BOOKS (EBOOKS) FROM YOUR SCHOOL LIBRARY CATALOGUE THROUGH THE DIGITAL BACKPACK FOR STUDENTS (HOME INTERNET BROWSER) Electronic books (ebooks) in OVERDRIVE READ format can

More information

Click on Grant Guidelines for Empowering YOUth Initiatives Round 1. This will provide you with further details on this Approach to the Market.

Click on Grant Guidelines for Empowering YOUth Initiatives Round 1. This will provide you with further details on this Approach to the Market. 360Pro Applicants Quick Reference Guide For help or issues related to access to 360Pro or 360Pro functions, please direct your queries to the Employment Services Purchasing Hotline (espurchasing@employment.gov.au).

More information

Table of Contents. Project Time Capture Replicon User Guide. User Guide

Table of Contents. Project Time Capture Replicon User Guide. User Guide Table of Contents Accessing Replicon... 1 URL, Username, and Password... 1 Helpful Links... 2 Entering a Timesheet... 8 Adding a Project to Your Timesheet... 8 Entering Your Regular or Overtime Hours Worked...

More information