PA STATE SYSTEM OF HIGHER EDUCATION Shared Administrative System TM Travel Management Create Travel Expense Report
|
|
|
- Bertram Stevens
- 8 years ago
- Views:
Transcription
1 All Travel Expense Reports will be entered by either the Traveler or Travel Assistant via the portal. Log into the portal Page 1 of 22 Revised: 02/2016
2 From the ESS tab, click on either of the 2 provided Travel Management links. Page 2 of 22 Revised: 02/2016
3 Click on one of the Available Applications to get started. We ll start from the My Trips and Expenses overview screen. *The My Employees link will only be available if the employee is a Travel Assistant. Page 3 of 22 Revised: 02/2016
4 This screen provides you with an overview of trips previously entered and allows you to start a new Travel Request or Expense Report. Allow screen to refresh. Here, we ll create a new Travel Expense Report. Creating an expense report without a travel approval request is only authorized for the following non-overnight trips: Student Recruitment Admissions Department; Student Teaching Supervisors; Off-Campus Teaching; Administrative Non-overnight meetings; To, select Create New Expense Report : Select Non-Overnight Travel schema and click Start: Page 4 of 22 Revised: 02/2016
5 Create Expense Report main screen. This screen is very similar to the Travel Request screen with the exception of a few items. Required fields are marked with an asterisk (*). Page 5 of 22 Revised: 02/2016
6 General Data Enter the Start Date/Time and End Date/Time for the entire reimbursement period. If the trip involves multiple destinations, those will be entered in another section. Dates can be entered manually or selected by opening the Calendar of Trips and clicking on the beginning and end date. Time is entered in military format. Posting Date This is the posting date for Funds Management and will default to the trip end date. Destination Enter the main destination or first destination if the trip involves multiple destinations. Trip Country Select from the drop down list. USA will be the default. Trip Region Enter manually if you know the region code or use the search* feature. (see below) Destination enter specific locations, name of venue or any other relevant information. Page 6 of 22 Revised: 02/2016
7 Search Feature: To utilize the search feature, click The following will appear. Click Click Page 7 of 22 Revised: 02/2016
8 The highlighted fields need to be filled in: On the row Trip Region Code" click the second column drop down and select contains In the box to the right, enter your state abbreviation and * (PA*) o NOTE: It is important to use all CAPS and a * in this field On the row Name of Trip Region, click the second column drop down and select contains In the box to the right, enter the first few letters of the desired city and * (Pitt*) o NOTE: Be sure to capitalize the first letter and include the * in this field o If your city is not listed, you will need to use the county Click search Your search results will appear below Double click on the desired location to select and return to the main screen In this example, Pittsburgh was chosen Page 8 of 22 Revised: 02/2016
9 Additional Destinations Note: All required fields in the additional information section must be populated on the main screen before you can enter additional destinations! See page 12 for this information. Page 9 of 22 Revised: 02/2016
10 Additional Information Activity Purpose of travel. Make a selection from the drop down list. The General Ledger (GL) account is determined based on the Activity selected here. Reason Provide reason for travel. Comment Provide the following relevant information: Purpose of Travel; Provisions for Classes; Passengers; Details/Justifications for Expenses; Note: Information from websites, s and word documents can be attached for additional information. Page 10 of 22 Revised: 02/2016
11 Cost Assignment The cost assignment will default from your HR Master Data. If you wish to override the default, click on Change Cost Assignment You may change the fields identified below. o Cost Assign (%) allows the traveler to distribute costs by percentage among several Cost Centers or WBS s; For Example: If 75% of your reimbursement is funded from Cost Center and 25% of your reimbursement is funded from Cost Center you would change the 100% to 75% and enter the new cost center in the Cost Center box, then click Accept and New Entry, you will notice the remaining 25% appears you can then enter the corresponding cost center for the remaining percentage and click Accept. o o Accounting Object selections include Cost Center, WBS, and (Internal) Order; Many options are available to search for a cost object including searching for previously used objects or creating a Personal Value List. File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 11 of 23 Revised: 02/2016
12 o o PA STATE SYSTEM OF HIGHER EDUCATION Once you ve entered the appropriate cost assignment info, click on Accept to return to the main screen. Note: If the distribution does not total 100%, the portion not distributed will be charged according your HR master data. Additional Destinations Note: All required fields in the additional information section must be populated on the main screen before you can enter additional destinations! File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 12 of 23 Revised: 02/2016
13 o Additional Destination data initially defaults from the Main Destination. You must change the Date, Time, Destination and Reason fields (see blue line). You may also need to change the Activity and Trip Region as well (use tool shown below as in previous selection). Click on Accept to record your new entries. If everything looks correct, click on Accept again to return to the main screen. o Note: All required fields must be populated on the main screen before you can enter additional destinations! File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 13 of 23 Revised: 02/2016
14 Mileage Click on Enter Mileage Details to enter data Enter mileage by date; Total distance driven will be automatically calculated; You may change the cost assignment for any/each mileage entry by clicking on Change Cost Assignment; When all details have been entered, click Accept to return to the main screen; File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 14 of 23 Revised: 02/2016
15 The next step is to Enter Receipts. Click on either of the buttons below to go to the Receipts screen. Click New Entry to start adding receipts File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 15 of 23 Revised: 02/2016
16 File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 16 of 23 Revised: 02/2016
17 Select an Expense Type from the drop down list. Fields that are displayed subsequently are based on the Expense Type chosen here. Expense Types labeled X: _ are to be used for any receipt to be paid directly to a 3 rd party vendor rather than the employee/traveler, (Example: Enterprise Rental Car); The Expense Type labeled Z: AP Adjustment is to be used by the university Accounts Payable office only. File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 17 of 23 Revised: 02/2016
18 Below is an example for Parking Receipt amount is total amount spent, if you had parking in multiple locations you can Click Accept and New Entry; Once data has been entered as required, click on either Accept or Accept and New Entry (if you have additional receipts to enter). You may change the cost assignment for any/each individual receipts by clicking on Change Cost Assignment; The Cost Assignment for Receipts can be broken down by either Absolute dollars or Percentage File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 18 of 23 Revised: 02/2016
19 Once all receipts have been entered, sign or initial and date each of your receipts in the lower, right hand corner, then scan and attach them to the TER. Select attachments Select browse when the box pops up Select your file Click upload File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 19 of 23 Revised: 02/2016
20 When you are satisfied that all of your entry is complete, click on Review or Review and Send on the roadmap. File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 20 of 23 Revised: 02/2016
21 If all looks good on the below screen, you can Save a Draft of the Expense Report or Save and Send it for Approval. Click on the appropriate radio button and then the Save button at the bottom of the screen (this button will change based on the radio button you select). If you wish to display or print the request, click on the button Display Request Form. File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 21 of 23 Revised: 02/2016
22 The below screen will then appear acknowledging that the Expense Report was saved and provide the tracking number. You have the option to display or print the expense form again at this point. Please note the workflow approval log does not appear on the form until the Expense Report is Saved. Finally, Print the TER and attach original receipts, send this to Accounts Payable (WAB18) to process your reimbursement. File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 22 of 23 Revised: 02/2016
23 This trip will now be listed on the My Trips and Expenses overview screen. From here, you can Display/Print the Expense Report form at any time. The workflow approval log on the form will show you where your trip is in the approval process. You can also Change or Copy the Expense Report, Add Attachments, and Display the History from these screens. Reminder: Receipts should be initialed and dated by the traveler, then scanned and uploaded to the TER. File:I:\Finance\Travel Management\Training\TM - _v2.docx Page 23 of 23 Revised: 02/2016
PA STATE SYSTEM OF HIGHER EDUCATION Shared Administrative System TM Travel Management Process for Prepaid Expenses
What is considered a Prepaid Expense? 1. Any payment made directly to a third party prior to the actual trip; 2. Any reimbursement to the traveler prior to the actual trip; Some examples include: conference
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:
ENTERING MILEAGE EXPENSE REPORTS IN CONCUR
ENTERING MILEAGE EXPENSE REPORTS IN CONCUR Log on to the YSU portal using your username and password (If you forget either of these, call the HelpDesk at 330-941-1595). In the left hand column under e-services
UNIVERSITY TRAVEL EXPENSE REPORT STEP-BY-STEP INSTRUCTIONS - - - - - - - - -
UNIVERSITY TRAVEL EXPENSE REPORT STEP-BY-STEP INSTRUCTIONS - - - - - - - - - Updated October 2012 Table of Contents CONTACTS..3 WHEN TO USE TRAVEL EXPENSE REPORT.3 COMMON CAUSES FOR DELAYS IN PROCESSING
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
BEFORE YOU BEGIN You will need to know what you would like to order, the vendor, and the General Ledger (G/L) account to charge to.
Shopping Cart: Create a BLPO Order Use this Job Aid to: Learn how to create a Blanket PO through SAP (i.e., setting up a PO for a standing order). BEFORE YOU BEGIN You will need to know what you would
Online Performance Reviews with PeopleAdmin
Online Performance Reviews with PeopleAdmin Employee Handbook This handbook is designed to help you, the employee, navigate the online Performance Appraisal Process using the PeopleAdmin portal. Your information
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
Wentworth Institute of Technology Performance Management Employee s Guide
Wentworth Institute of Technology Performance Management Employee s Guide A Step-By-Step Employee Guide for completing performance evaluations in the PeopleAdmin Performance Management Suite PeopleAdmin
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
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
PA STATE SYSTEM OF HIGHER EDUCATION Shared Administrative System TM Travel Management Process for Prepaid Expenses
What is considered a Prepaid Expense? 1. Any payment made directly to a third party prior to the actual trip 2. Any reimbursement to the traveler prior to the actual trip Some expense types that might
Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual
Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual JLMI Rev. Jan 2012 Table of Contents Welcome 3 Getting Started 3 Logging In 3 Create an Expense Authorization 4 Adding
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
Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual
Joint Logistics Managers, Inc. Deltek Systems, Inc. Electronic Expense Training Manual JLMI Rev. April 2013 Table of Contents Welcome 3 Getting Started 3 Logging In 3 Create an Expense Authorization 4
Job Aid. Create an Expense Report from a Blank Form. 1. Click the Employee Self-Service link. 2. Click the Travel and Expense Center - E link.
Create an Expense Report from a Blank Form 1. Click the Employee Self-Service link. 2. Click the Travel and Expense Center - E link. 3. Click the Expense Report link. 4. Click the Create link. 5. IMPORTANT
A How To for the Supervisor on managing an SF 182 submitted on behalf of an Employee. This includes creation, approval, and marking it as Complete.
A How To for the Supervisor on managing an SF 182 submitted on behalf of an Employee. This includes creation, approval, and marking it as Complete. NOTE: if you simply need to Print or Save to your desktop
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
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
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
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
SMP Best Practice. Using Sales Management Plus for Sales Person Expenses
SMP Best Practice Using Sales Management Plus for Sales Person Expenses Product Information www.gosmp.com Tutorial Videos & Training http://www.salesmanagementplus.com/training/trainingvideos_new.htm or
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..
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
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
Ariba Frequently Asked Questions (FAQ)
Ariba Frequently Asked Questions (FAQ) 1. I am a new user. How do I start using Ariba? 2. How do I update my user profile? 3. How do I verify a vendor is in Ariba? 4. How do I add a new vendor or change
Kuali Requisition Training
Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating
Note: You will only see this page if you are a Delegate. If you are not a Delegate, you will go directly to the Expense Report Entry page.
How to Create an Expense Report for a Car Rental Click on the Create New button. Ensure that you are creating the Expense Report for yourself. Note: You will only see this page if you are a Delegate. If
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.
The below instructions are valid whether you are using the site from your computer or a mobile device. All functions are available from both.
User Guide for the Delta Locum Tenens Online Worklog Application The below instructions are valid whether you are using the site from your computer or a mobile device. All functions are available from
Dispatch Software. Page 1 of 61
Dispatch Software Page 1 of 61 Table of Contents Main Menu... 5 Dispatch File... 6 Search... 6 Modify Dispatch... 8 Drop Report... 11 Dispatch File Important Fields... 12 Accounting... 13 Search... 13
Integrated Enterprise System Employee Self Service Create a Travel Expense Request tutorial
Employee Self Service Create a Travel Expense Request tutorial 9/01/08 ESS Travel Expense Request ECC 6.0 1 Trigger Trigger Employee has returned from a business trip and now needs to submit a travel reimbursement
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
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
How to Create a New Clinical Research Study
How to Create a New Clinical Research Study 1 Contents 1. Create a Submission for an Existing eirb Study... 3 2. Create a New Submission in eirb... 4 3. CRMS Clinical Research Study... 5 4. Uploading a
External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System
External Account Creation and Upload Instructions for the Local Government (LG) Audit Report Collection System In order to submit data for any Department of Audits and Accounts (DOAA) web application,
Banner Travel and Expense Management Training Workbook
Banner Travel and Expense Management Training Workbook October 2009 Release 8.2 HIGHER EDUCATION What can we help you achieve? SunGard Higher Education 4 Country View Road Malvern, Pennsylvania 19355 United
FSD Finance One User Manual Accounts Payable Last update: October 2013
i FSD Finance One User Manual Accounts Payable Last update: October 2013 Accounts Payable Table of Contents AP1.0 Invoice Entry (APINV)... 1 AP2.0 Accounts Payable Ledger Enquiries... 8 AP3.0 Additional
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
PeopleSoft. Travel and Expense Center. Expense Report. User Guide
Travel and Expense Center Expense Report User Guide Table of Contents Document Overview... 3 Expense Report Guidelines... 3 Creating an Expense Report... 4 Creating an Expense Report from a Blank Report...
Quick Reference Guide Payment Processing: How to Use the Payment Request Form for Suppliers
Payment Processing: How to Use the Payment Request Form for Suppliers Overview: The Payment Request Form (PRF, formerly NEPF) can be used to pay low dollar invoices
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
Teacher References archived classes and resources
Archived Classes At the end of each school year, the past year s academic classes are archived, meaning they re still kept in finalsite, but are put in an inactive state and are not accessible by students.
Accounts Payable Expense Distribution Tables
Accounts Payable Expense Distribution Tables Use Expense Distribution Table Maintenance to set up tables with general ledger accounts and distribution percentages. The tables can then be selected in Invoice
Budgeting in QuickBooks
Budgeting in QuickBooks Using a budget to plan the expenditure of wing funds helps the wing identify needs along with the ability to analyze the resources necessary to meet those needs. As with any plan,
Montgomery County Public Schools. Financial Management System (FMS) User s Guide. iexpense. Version 3.0. May 2013. Division of Controller
Montgomery County Public Schools Financial Management System (FMS) User s Guide iexpense Version 3.0 May 2013 Division of Controller Copyright and Trademarks Copyright Montgomery County Public Schools,
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
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
Department Of Finance. myexpenses: making a claim
Department Of Finance. myexpenses: making a claim A web based, self-service guide for university employees claiming expenses in myjob Version 1.0 September 2014 Introduction myexpenses can be used to submit
At the end of a statement period, you will be notified via-email that it is time to review your card statement.
Cardholder Quick Reference Guide At the end of a statement period, you will be notified via-email that it is time to review your card statement. Accessing Wells Fargo Commercial Card Expense Reporting
Outlook 2010 and 2013
Outlook 2010 and 2013 Email Setup Account Types 2 Exchange account 3 POP account 5 Maintenance Setting up an Email signature 7 Checking Email Storage 8 Archiving Emails 9 Sharing Calendars Giving Access
Intellect Platform - Parent-Child relationship Basic Expense Management System - A103
Intellect Platform - Parent-Child relationship Basic Expense Management System - A103 Interneer, Inc. Updated 2/29/2012 Created by Erika Keresztyen Fahey 2 Parent-Child relationship - A103 - Basic 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
Create a New Shopping Cart Using Shop One Screen
How to Create a New Shopping Cart Using Shop One Screen The following step-by-step instructions will walk you through the process of creating a new Shopping Cart order, formerly a Requisition in the MSAF
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
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
EMPLOYEE SELF SERVICE, (ESS), ELECTRONIC LEAVE MANAGER APPROVAL PROCESS
I. General Information: As employees request leave through the ESS Electronic Leave Request procedure, the appropriate approving manager will receive an Outlook email indicating a request for leave was
Managing Company Credit Cards
Managing Company Credit Cards Contents About Managing Company Credit Cards Managing Credit Cards as Vendors Managing Credit Cards as Short Term Liabilities Paying by General Check Without Posting the Statement
Concur Travel Training California State University, Stanislaus Financial Services
Concur Travel Training California State University, Stanislaus Financial Services Traveler and Delegate Handbook Lucero Mascorro Accounts Payable- Travel 1 TABLE OF CONTENTS GETTING STARTED 3 USE CONCUR
Kuali Basics. Reference and Training Guide. Kuali Financial System Kuali Enterprise Workflow. Belongs to: Version 20110802
Kuali Basics Reference and Training Guide Kuali Financial System Kuali Enterprise Workflow Belongs to: Version 20110802 Table of Contents edoc Fundamentals...1 About edoc Routing... 1 What is Ad Hoc Routing?...
How To Use Research Support (Rms)
Edith Cowan University Research Management System Viewing and Recording Data A guide for Research Support Edith Cowan University June 2015 V3 Contents Introduction... 3 RMS grants administration summary...
Office of Fleet and Asset Management (OFAM) www.dgs.ca.gov/ofam (Reserve a State Vehicle) Online Vehicle Reservation Instructions
Office of Fleet and Asset Management (OFAM) www.dgs.ca.gov/ofam (Reserve a State Vehicle) Online Vehicle Reservation Instructions Revised March 2, 2012 1 You must be an active California State 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
Admin Reference Guide. PinPoint Document Management System
Admin Reference Guide PinPoint Document Management System 1 Contents Introduction... 2 Managing Departments... 3 Managing Languages... 4 Managing Users... 5 Managing User Groups... 7 Managing Tags... 9
Intellect Platform - Tables and Templates Basic Document Management System - A101
Intellect Platform - Tables and Templates Basic Document Management System - A101 Interneer, Inc. 4/12/2010 Created by Erika Keresztyen 2 Tables and Templates - A101 - Basic Document Management System
Email Setup Guide. network support pc repairs web design graphic design Internet services spam filtering hosting sales programming
Email Setup Guide 1. Entourage 2008 Page 2 2. ios / iphone Page 5 3. Outlook 2013 Page 10 4. Outlook 2007 Page 17 5. Windows Live Mail a. New Account Setup Page 21 b. Change Existing Account Page 25 Entourage
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.
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
General Instructions and Tips for New HR/Payroll Forms
Table of Contents General Instructions and Tips... 1 General Navigation... 2 Form Windows... 2 Required Fields... 2 Auto-complete... 3 Dates... 3 Attachments... 4 Messages... 4 PDFs... 5 Browser Zoom Functionality...
Munis Self Service. Employee Self Service User Guide Version 9.3. For more information, visit www.tylertech.com.
Munis Self Service Employee Self Service User Guide Version 9.3 For more information, visit www.tylertech.com. TABLE OF CONTENTS Employee Self Service... 4 Employee Self Service Users... 4 ESS Navigation...
Content: Create ER 1-2 Review Expense Report 7-8 Enter Expenses 2-5 Submit ER 8 ereceipts 6-7 Workflow/Approvals 8
EXPENSE REPORT Financial Services User Guide Content: Create ER 1-2 Review Expense Report 7-8 Enter Expenses 2-5 Submit ER 8 ereceipts 6-7 Workflow/Approvals 8 Overview A completed Expense Report is required
County of San Bernardino Online Personnel Requisitions and Certification Lists Requestor and Approver Process. Table of Contents
Table of Contents PR Certification Request and Approval Outline 2 Requestor Role 3-8 Approver Role 9-13 Human Resources Processor 14-15 Par Tracking 16-18 Certification List Status 19 Outline: Request
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
At the top of the page there are links and sub-links which allow you to perform tasks or view information in different display options.
APPOINTMENTS TAB P r a c t i c e M a t e M a n u a l 38 OVERVIEW The Appointments Tab is used to set up appointments, reschedule or edit existing appointment information, check patients in and out, and
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
AP Invoice Processing AP Invoice Entry MUNIS Version 8
Module: Topic: Accounts Payable AP Invoice Processing Objective This document provides step-by-step instructions on how to enter an invoice into MUNIS. This document is intended for Intermediate MUNIS
Travel and Expense User Guide Created on Tuesday, July 02, 2013
Created on Tuesday, July 02, 2013 COPYRIGHT & TRADEMARKS Copyright 2003, 2007, Oracle. All rights reserved. Powered by OnDemand Software. Distributed by Oracle under license from Global Knowledge Software
Quick Reference Card Booking Travel in Concur Travel and Expense
This QRC provides the steps for travelers and/or their delegates to book travel and complete the Request Header in Concur Travel and Expense. Log In To Concur Go to the Employee Portal page. www.purdue.edu/employeeportal
Table of Contents. OTC AP Revenue Refund Process
Table of Contents INTRODUCTION:... 2 PART 1 Submitting a Refund Request in Accounts Payable... 3 STEP 1: Create a Voucher in Accounts Payable... 3 STEP 2: Single Payment Voucher Entry (Skip This Step for
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
Business Process Notes
Business Process Notes Prerequisites: Can use current position or a vacant SAP position number. Training in HR Master Data Maintenance (classroom or on-the-job training. Know what Form / Action you need
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...
How to complete your Payment Card reconciliation form
How to complete your Payment Card reconciliation form Introduction Barclaycard send us a bill once a month for MPs spending on their Payment Cards (the credit card provided to you by IPSA), which we then
Create a requisition for a job
Create a requisition for a job This quick guide describes the key steps in creating a requisition for a new job posting and creating teams. Other resources for hiring administrators are available at http://www.uvic.ca/hr/services/home/hiring/index.php
Labor Dispatch Functionality. May, 2011
Labor Dispatch Functionality May, 2011 Table of Contents Orders (Ticket List)... Error! Bookmark not defined. Ticket (Order) Context Menu... 4 Signing in Employees... 5 Employees... 6 Employee Context
WORKFLOW MANUAL TRAVEL FORM V.2
WORKFLOW MANUAL TRAVEL FORM V.2 March 1, 2005 Table of Contents 1. What is WorkflowGen A.K.A Workflow? 2. How do I get to the Workflow Application? a. What is my username and password? b. Locating web
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
FSD. Finance One. User Manual. Accounts Receivable
FSD Finance One User Manual Accounts Receivable Last Update: 15 th December 2011 Accounts Receivable Table of Contents AR2.0 Invoice Entry... 1 AR2.1 Manual Invoice Entry... 1 AR2.3 Manual Invoice Entry
ARIBA Contract Management System. User Guide to Accompany Training
ARIBA Contract Management System User Guide to Accompany Training Technical Training Team 6/29/2010 Table of Contents How to use this Guide... 4 Contract Management Process... 5 ARIBA- Getting Started...
Customer ACH Guide. Creating an ACH File in Online Banking
Customer ACH Guide Customer ACH Guide ACH transactions include payroll files, debiting single/multiple account(s) (Ex: A gym collecting money for a gym membership), and crediting single/multiple account(s)
CLOCKWORK Training Manual and Reference: Inventory. TechnoPro Computer Solutions, Inc.
CLOCKWORK Training Manual and Reference: Inventory TechnoPro Computer Solutions, Inc. Table of Contents Inventory Learning Objectives License Key 5 Create a Catalog 6 Assign Permissions 9 Categories and
Performance Review Documentation for Duke University Employees
Performance Review Documentation for Duke University Employees At Duke, annual reviews are required. Mid-Year reviews may also be required by the department. Below are the steps in the performance management
University Performance Management Tool (for Managers)
If you took the Guide to Managing at Duke Program you learned about the performance management process now it is time to learn the SAP tool for managing performance. Below are the steps in the performance
NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System
NYS OCFS CMS Manual C O N T E N T S CHAPTER 1...1-1 Chapter 1: Introduction to the Contract Management System...1-2 Using the Contract Management System... 1-2 Accessing the Contract Management System...
Sending Email on Blue Hornet
Sending Email on Blue Hornet STEP 1 Gathering Your Data A. For existing data from Advance or Outlook, pull email address, first name, last name, and any other variable data you would like to use in the
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.
AppFolio Property Manager User Guide
AppFolio Property Manager User Guide January, 2010 AppFolio, Inc. 55 Castilian Dr. Goleta, CA 93117 805.617.2167 866.648.1536 info@appfolio.com sales@appfolio.com services@appfolio.com support@appfolio.com
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:
ONLINE CLAIM FILING. To file claims, click on File Claim on the right side of the page. File claims directly from the home screen by clicking here
ONLINE CLAIM FILING Online Claim Filing is the fastest way to file your claims for reimbursement. Before you begin, be sure to have the valid receipt(s) for your expenses handy. If you have your receipts
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