User Guide. 1/14/2014 FIS Business Solutions. Internet Expense Reports. Page 1. Copyright University of Pittsburgh. All rights reserved.
|
|
- Brooke Porter
- 8 years ago
- Views:
Transcription
1 User Guide Page 1
2 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 Expenses...11 Per Diem Expenses...13 Per Diem Reduction (credit)...14 Partial Per Diem...16 Mileage Expenses...18 Expense Allocations...19 Advances...21 Review...22 Confirmation & Submission to Payment Processing...25 Viewing Receipts via the WebNow Application...27 Approve an Expense Report...28 Non-Employee Expense Reports...30 Frequently Asked Questions...32 Page 2
3 The University s Travel and Business Expenses policy applies to all faculty, staff and students who incur expenses while engaged in University business or related travel and who intend to receive reimbursement from the University. The policy establishes responsibilities and guidelines for ensuring that travel and business expenses are valid, necessary and in compliance with University accounting procedures. Please refer to University of Pittsburgh Policy for further details. In order to receive reimbursement for an expense incurred while traveling on University business, it is necessary to complete a Travel and Business Expense Report and submit the report to Payment Processing within 10 days of the conclusion of your trip. Internet Expenses allows employees or their delegates to enter Travel and Business Expense Reports on-line through the PRISM system. Faxed receipts will be acceptable for all expense items for which receipts are required. Internet Expenses will produce a bar coded confirmation page. The confirmation page and receipts should be faxed to Payment Processing s Travel and Business Expense Processing at The bar coded receipt package will be retained in the University s WebNow document retention system. These images will be available to users in the PRISM applications. Page 3
4 Log On Log on 1. Log onto Prism. 2. Enter your User Name. ###### (Your PRISM username) 3. Enter your Password. xxxxxxx (Your PRISM password) 4. From your PRISM homepage, choose the Internet Expenses responsibility: e.g., IE BC FIS Bsn Adm Expenses Page 4
5 Expenses Home Page Expenses Home Page Track Submitted Expense Reports Shows all expenses that are either pending approval or were processed in the last 30 days. Clicking on the Report Number button will open up the report to view or print. The Duplicate button creates a copy of the report that can be edited and submitted as a new expense report. The Withdraw button will remove the expense report from the approver s queue, making it available for editing. Update Expense Reports This section allows you to make changes to a saved, rejected, or returned expense report by updating, duplicating, or deleting the report. Notifications This section displays Internet Expenses items awaiting action. Click on the Subject link to view available actions. To enter a new Expense Report, click the tab your screen., on the right hand side of Page 5
6 Expenses Home Page Expenses Home Page Tabs Expense Reports Allows you to search for Expense Reports by Name, Report Number, Date, or Status Displays Report Number, Date, Status, Report Total, & Purpose. Click on the Report Number to view additional report details. Page 6
7 Expenses Home Page Expenses Home Page Tabs Access Authorization Access Authorizations displays Expense Report Delegates. A delegate can enter expense reports for you and can also view all of your previously submitted reports. You can not add a new delegate, unless that person is setup with access to the Internet Expenses application. Payments Search Payments Search allows you to search for payments by payee name, and/or reimbursement amount, age, or number. Page 7
8 Expenses Home Page Expenses Home Page Tabs Payments Search The search results will display Payee name, Reimbursement (check) Number, Date, and Amount. Page 8
9 Create Expense Report: General Information Create Expense Report: General Information Your name and department account number will default. Currency will always be US Dollar. Choose an expense template from the drop down menu Domestic Travel (continental USA) Foreign Travel (includes Hawaii & Alaska) Explain the Purpose of the trip. Note: All Required fields are prefixed with * Page 9
10 Create Expense Report: Prepaid Expenses Prepaid Expenses Were any expenses pre-paid by the University? Answer Yes or No. If yes, complete any of the following that apply: Airline (name) Ticket Number Airfare Amount ($) Prepaid Hotel Charges ($) Travel Agency (name) Click on Flashlight Leave search field blank & click Go to see a list of travel agencies If the agency you used is not listed, select Other Conference Fee ($) All airfare and lodging must be submitted with an original receipt and an airline ticket stub. Click the Next button when required fields are completed. Page 10
11 Receipt-Based Expenses + Create Expense Report: Cash and Other Expenses Expenses are broken down into 3 categories: 1. Receipt-Based Expenses 2. Per Diem Expenses 3. Mileage Expenses Receipt-Based Expenses Enter all receipt-based business expenses on this page, entering one expense per line. When entering an expense, you must enter the Date, Receipt Amount, choose an Expense Type from the drop down menu, and write a brief explanation under the Justification column, if required. Click the Details button to enter additional information specific to an expense. e.g., for Lodging, enter Destination City or State and Merchant Name Page 11
12 Receipt-Based Expenses Cash and Other Expenses: Details Certain expense types require additional information. A warning message will appear if required details have not been completed. Required fields are prefixed with an *. Expense Types that require Details: Airfare Car Rental Lodging Group Business Meals with or without alcohol Receptions with or without alcohol Mileage Policy Notes The maximum reimbursable amount for Group Business Meals, and Group Business Meals with Alcohol is $60.00 per person, including tips. The maximum reimbursable amount for Receptions, or Receptions with Alcohol is $25.00 per person. Group business meals normally include participants from outside of the University. A list of attendees must be completed in the Details screen, or a separate list can be attached to the Expense Report Confirmation page. Page 12
13 Per Diem Expenses Per Diem Expenses The University has adopted the Per Diem rates established by the federal government for meals and incidentals. Rates vary from city to city. Enter the following information in the Per Diem Expenses screen: Start Date Expense Type will default Destination. If the system cannot find the actual travel destination, enter a larger city close to the actual destination, or enter All Other United States, for Domestic travel, and All Other for foreign travel. For example, you traveled to the Pitt-Johnstown campus. The system will not find Johnstown as a valid Destination. Enter either Pittsburgh, and use that city s per diem rate, or enter All Other United States, and use the standard CONUS (Continental US) rate. Justification Number of Days Click the Details button to add any additional information. Once all information is entered, click the Calculate button to see a system generated reimbursable amount. Note: To find the Per Diem rates for domestic or international travel, go to the following site: The standard CONUS rate applies to all destinations not specifically listed, e.g. All Other United States. Page 13
14 Per Diem Expenses Per Diem Reduction (credit) A Per Diem Reduction (credit) can be taken when applicable. For example, you are attending an out-of-town conference in San Diego, CA for three days. You record expenses for meals, by recording a daily PerDiem. For San Diego, it is $71.00 per day. On one day, though, lunch was provided by the conference sponsors. Using the table below, note that the breakdown for lunch for a $71.00 per diem is $ This table is found on the following government website: The table can also be accessed from the University s Travel website: o Click on Per Diem Rates, US Per Diem, Meals and Incidental Expense Breakdown Page 14
15 Per Diem Expenses An $18.00 Per Diem Reduction (credit) is entered under Receipt-Based Expenses. o Credits are always entered as a negative number, e.g., <18.00> o Enter a Justification to explain the credit. o The credit amount is deducted from the Reimbursable Amount. o Receipts are not required for Per Diem Reductions. Page 15
16 Per Diem Expenses Partial Per Diem A Partial Per Diem is a receipt-based expense A Partial Per Diem can be taken in several different circumstances o First & Last Day of Travel - The University allows travelers to claim a Partial Per Diem for first and last day of travel, at the rate of 75% of the destination s normal Per Diem rate. For instance, if you traveled Monday Friday to San Diego ($71.00 Per Diem), you might claim Partial Per Diem for Monday & Friday (.75x71x2), and full Per Diem for Tuesday Thursday (71x3). The full Per Diem is entered in the Per Diem screen. o If your department prefers that you claim actual meal expenses, instead of using a Per Diem Rate, you would list meal expenses in the receipt-based expenses screen, using the Expense Type Partial Day Per Diem. Meal costs can be combined into one daily cost. OR Page 16
17 Per Diem Expenses A daily total can be entered instead of listing each meal individually. Or, you are permitted to enter one total amount for all meals, but include the number of days you traveled, so Payment Processing can calculate a daily average rate. Payment Processing does not require receipts for Partial Per Diems, but always follow your department s guidelines regarding keeping receipts. Page 17
18 Mileage Expenses Mileage Expenses Note: You should only complete the Mileage Expenses screen if you are using your own personal vehicle for travel. When using your personal vehicle for business purposes, reimbursement will be based on the mileage rate established by the Internal Revenue Service. The reimbursement is to cover the operating costs of your vehicle (fuel, insurance coverage, wear and tear, repairs). Parking and Tolls are listed separate from the mileage rate and can be entered in the Receipt-Based Expense screen. Enter the following information in the Mileage Expenses screen: Start Date Trip Distance (can be entered as round trip distance) Location From and To (entered under Details) Click the Calculate button to see a system generated reimbursable amount. Page 18
19 Expense Allocations Create Expense Reports: Expense Allocations A default charge account will be assigned to each expense item according to information provided on the PRISM Access Information form. The subcode value has been determined by General Accounting and Research and Cost Accounting based on the expense type selected. It cannot be updated. Modify the Entity, Department, Purpose, Project, or Reference segments as needed. Split Distributions The ability to split distributions is limited in the Expense Reports application. Since the system tracks expenses by assigning account numbers to individual expense items, you cannot split the total dollar amount of the expense report between multiple accounts. Expenses can be split between multiple accounts by splitting the expense into multiple expense lines. The account number assigned to each expense line can then be modified in the Expense Allocations screen. For instance, suppose you traveled to the Pitt Johnstown campus and you are claiming mileage and a Per Diem for meals for 3 days. You want to split expenses between two accounts. Page 19
20 Expense Allocations The only way to accomplish this would be to split the mileage into two expenses, for instance, From as one expense and To as another, and to split the Per Diem into two expenses, for instance the first Per Diem line is for two days travel, and the second Per Diem line is for one day of travel. Attempting to split distributions this way can be confusing. The simplest way to handle this is to leave the charges on the default account numbers in the Internet Expenses application, and then redistribute charges to the proper accounts via a Non-Salary Cost Transfer in the PRISM General Ledger application. Page 20
21 Advances Create Expense Report: Advances Note: The Advances window will only appear if the employee has an outstanding travel advance. University Policy states that a travel advance will be limited to a total of the standard domestic meal allowance per day plus $ per trip. Travel advance limitations related to foreign travel will be determined individually. Travel advances are obtained by check only, and cannot be disbursed more than 10 working days prior to intended departure date. Advances Application If a travel advance does apply, click the Flash Light button to search for the travel advance. Search by Advance Number, or Amount, or enter % to search for all unapplied advances. Select the Advance to apply. When the appropriate advance is applied, the Advance Number will appear, along with the Advance Amount and Balance, and the Advance Amount Applied. If you do not apply an advance, you must enter an unapplied Advance Reason. The Advances Summary region will display Expenses Eligible for Application of an advance, Advances Applied and any Advance Balance. Page 21
22 Review Create Expense Report: Review Review the Expense Report before submitting. Click the Back button to go to previous screens to correct information. Information cannot be modified in the Review screen itself. Page 22
23 Review Expense Lines Click on Expense Lines to see a summary of Receipt-based, Per Diem and Mileage Expenses. The system displays which expenses require receipts. Expense Allocations Click on Expense Allocations to view the accounts to which the various expenses are charged. Page 23
24 Review Weekly Summary Click Weekly Summary to see a daily summary of expenses. When the review is complete, click the Submit button. Page 24
25 Confirmation & Submission to Payment Processing Confirmation The Expense Report will be automatically forwarded to the designated approver. Your designated approver will receive notification to approve the Expense Report, and you will receive notification upon approval. Note: If you entered an Expense Report as a Delegate, the report will forward first to the person for whom you entered the report, and once he approves the report, then it forwards to the Approver. Page 25
26 Confirmation & Submission to Payment Processing Print the Confirmation page, attach copies of all required receipts, and fax the entire package to Travel and Business Expense Processing, at If faxing is not available, place the confirmation page and the receipt copies in an interoffice envelope and send to Payment Processing, 116 Atwood Street. Payment will not be made until the Expense Report is approved, and required receipts are received by Payment Processing. Original receipts must be maintained in your department for a period of 7 years, or as specified by grant guidelines. Expense reimbursements are direct deposited to the same bank account where your paycheck is deposited. If the expense report is approved by end of day Wednesday, the reimbursement will be direct deposited on Friday. You will be notified by when the deposit occurs. If you do not receive Payroll direct deposit, a check will be issued and mailed to your home address. Page 26
27 Viewing Receipts via WebNow Viewing Receipts by Expense Report Number Once the receipt package has been faxed, the documents will be sent to the University s WebNow document management system. These images will be available through a corresponding link on the Internet Expense Confirmation page. Copy the expense report number. Click the View Receipt Package by Expense Report Number link. Enter the expense report number and click the View Image button. This will open the WebNow login window. Log in with your University computer account username and password. --To reset your University password, refer to the CSSD Computer Accounts Management System website at The receipt package images will appear in the WebNow window. Close the WebNow window after viewing images. Click the Back button twice in Internet Expenses to return to the Expense Report Confirmation page. Page 27
28 Approve an Expense Report 1. An notification will be sent when an expense report requires approval. The e- mail will provide summary detail of the expense reimbursement requested, as well as a listing of previously submitted expense reports. At the bottom of the message, select the Please click here to Respond link. This will open the Oracle E-Business Suite Login window. 2. Log into PRISM. 3. Enter Username and Password. 4. Click the Login button. 5. This will open the Expense Report. 6. Click the Expense Report Details link to review additional information and receipts or click the Approve or Reject buttons to approve or reject the expense report. Page 28
29 Approve an Expense Report Review Expense Report Details 7. The following window will appear after clicking the Expense Report Details link. 8. Click the Details button to view additional details about a specific expense line. 9. Note the expense report number and click the View Receipt Package by Expense Report Number link to view the imaged receipts. Enter the expense report number and click the View Image button. This will open the WebNow login window. Login with your University computer account username and password. To reset your University password, refer to the CSSD Computer Accounts Management System website at The receipt package images will appear in the WebNow window. Close the WebNow window after viewing images. Click the Back button twice in Internet Expenses to return to the Expense Details window. 10. Click the Return button to return to the Approval window. 11. Click the Approve or Reject buttons to approve or reject the expense report. Page 29
30 Non-Employee Expense Reports Expense reports for non-employee suppliers. Expenses can now be entered for individuals who are not University employees via the Internet Expenses application. There are two requirements for this access. The first is delegate access to the Non-Employee, Payment person. The second is that the supplier/individual payee must exist in the PRISM system. If the supplier does not exist, a request form is provided within the Internet Expenses application. All new payees are required to complete an IRS W-9 form before they can become a supplier/payee in the PRISM system. Enter a Non-Employee Reimbursement 1. Open the Expenses Home Page and click the Create Expense report button. 2. In the Name field, select Non-Employee Payment (150953). When this payee is chosen, the template will automatically change to Other Payment Request and fields for the supplier information will be displayed. 3. Select Supplier Name from List of Values. The Supplier Name is the name of the individual who will be receiving reimbursement. The name will always appear as Last Name, First Name (Smith, John). The supplier number is also displayed in the event that there are multiple individuals with the same name. Please contact Payment Processing or the PRISM Help Desk if you are unsure of the correct name. If the supplier is not available in the list of values, a W-9 form must be submitted to Payment Processing. The request form with the W-9 can be obtained from the link provided on the page. Payment Processing will send an confirmation when the supplier is entered in PRISM. Page 30
31 Non-Employee Expense Reports 4. Select Supplier Site from List of Values. The supplier site is the address of the individual that is being reimbursed. The payment will be mailed to this address. To see all of the addresses available, click the List of Values icon (magnifying glass) and then click the Go button. If the address has changed or is not displayed, please use the Contact Us link in Internet Expenses to send an to Payment Processing Customer Service to have the address updated. If the supplier does not have a current W-9 on file, you may have to provide an updated W Click the Next button and continue entering expenses and submitting receipts following the standard procedures for on-line expense reports. The confirmation page and receipts should still be faxed/ ed to or inbc01@pitt.edu accordingly. 6. Once submitted, the expense will appear in the Track Expenses section with the Non-Employee, Payment name. When Payment Processing approves the expenses, the name will be updated to the Payee Name/Supplier Name. 7. The individual payee will not need to approve this expense on-line. When the expense report is submitted, the expense will automatically be routed to the preparer s designated approver. The approver will be able to view the payee name via the Expense Report Details link provided in the approval notification request. Approvers will also be able to view receipts on-line following the same procedures as they do today for employee expense reports. If you have any questions regarding on-line expense reimbursements for non-employees, please contact Payment Processing Customer Service (paymentprocessingcs@bc.pitt.edu ) or Heather Lego (hlego@pitt.edu ). Page 31
32 Frequently Asked Questions How Do I access the Internet Expenses Application? Complete the PRISM Access Information form. Make sure you have your department business administrator s and the authorized RC s signature. Mail the completed form to FIS Customer Assessment at 1917 Cathedral of Learning, or fax to Forms are found on the PRISM website, Once access is granted, login to PRISM, and choose the Internet Expenses responsibility (e.g., IE DENT MED Bsn Adm Exp). Can I enter expense reports for another employee? Yes, you can enter expense reports as a delegate for another University employee. When completing the PRISM Access Information form, enter the employee names in the Delegates section on the Internet Expenses page. Are receipts required for Per Diem expenses such as meals? No. Receipts are not required for meal per diems. What should I do if the system cannot find the travel destination I am attempting to enter in the Per Diem screen? If the system cannot find the actual travel destination, search for a larger city close to the actual destination (e.g., enter Pittsburgh instead of Johnstown), or enter, All Other United States for domestic travel, and All Other for foreign travel. The system will use the entered city s Per Diem rate, or the standard CONUS (Continental US) rate. To find the Per Diem rates for domestic or international travel, go to: Can I enter less than a daily Per Diem if some of my meals are provided, or if it is the first or last day of travel? Yes. This can be handled two ways, either a Per Diem reduction (credit), or via a partial Per Diem. To enter a Per Diem reduction, go to the University s travel website, click on Per Diem Rates, US Per Diem, Meals and Incidental Expense Breakdown. A table will show you the breakdown of breakfast, lunch, and dinner components of various per diem rates. Locate the per diem rate for your travel destination, and note the component rates. First enter the per diem expenses in the Per Diem Expenses screen (enter Date, Destination, Justification, Number of Days). Then enter the per diem reduction (credit) in the Receipt-Based Expenses screen. Credits are always entered as a negative number. Enter a Justification to explain the credit. The credit amount is deducted from the reimbursable amount. Page 32
33 Frequently Asked Questions As an example, you attend a conference in San Diego for 3 days. You record expenses for meals by recording a per diem for 3 days. For San Diego, the per diem rate is $ On one day, lunch was provided by the conference sponsors. You want to enter a credit for the lunch. Note from the University s travel website that the lunch component for a $64.00 per diem is $ Enter a Per Diem Reduction (credit) for <18.00> in the Receipt-Based Expenses screen. No receipt is required. Alternatively, you can enter a partial per diem. For example, you attend a conference in San Diego for 3 days. The conference sponsors provide breakfast and lunch each day; you pay for dinner. The Per Diem for San Diego is 64.00; the dinner component is $ Enter a partial per diem in the receipt-based expenses screen (93.00), noting in the Justification field that you are claiming dinner for 3 days at $31.00 per day. Receipts are not required for partial per diems. Is parking and tolls entered in the Mileage Expenses screen? No. Parking and tolls are listed separate from the mileage rate, and are entered in the Receipt-based Expenses screen. Can I change the default account number that displays in the Expense Allocations screen? Except for the subcode segment, the account number can be changed within the authorizations granted via your PRISM Access Information form. Subcode usage is controlled by Payment Processing, Research and Cost Accounting, and General Accounting. Can I split distributions in the Expense Allocations Screen? The ability to split distributions is limited, since the system tracks expenses by assigning account numbers to individual expense items. Expenses can be split between multiple accounts by splitting the expense into multiple expense lines. The account number assigned to each expense line can then be modified in the Expense Allocation screen. For example, you traveled to the Pitt Johnstown campus and are claiming mileage and a per diem for meals for 3 days. You want to split expenses between two accounts. The only way to accomplish this is to split milege into two expenses, e.g., From as one expense, and To as another, and to split the per diem into multiple expenses, e.g., the first per diem line is for two days travel, and the second per diem line is for one day of travel. The recommended way to handle split distributions is to leave the charges on the default account numbers in the Internet Expenses application, and redistribute charges to the proper accounts via a Non-Salary Cost Transfer in the PRISM General Ledger application. Page 33
34 Frequently Asked Questions How do my expense reports get approved? When you submit an expense report it will automatically forward for electronic approval. If you are entering expense reports as a delegate, it will first forward to the person for whom you are entering the report, and once her/she approves it, it automatically forwards to your designated approver. Your designated approver will receive notification to approve the expense report, and you will receive notification upon approval. What do I do if I am missing a receipt? If you are missing a receipt, click on the Details button for that expense item, then click on the checkbox next to Original Receipt Missing. Enter a brief explanation in the Justification field. How do I submit receipts? When you submit an expense report, a confirmation page will be generated. Print the confirmation page, attach copies of all required receipts, and fax the entire package to Travel and Business Expense Processing at If faxing is not available, place the confirmation page and the receipt copies in an interoffice envelope and send to Payment Processing, 116 Atwood Street. Original receipts must be maintained in your department for a period of two years, or as specified by grant guidelines. How can I view a previously submitted Expense Report? If the expense report was processed in the last thirty days it will display on the Expenses Home page under Track Submitted Expense Reports. Click on the Expense Report number to view details. If the report was submitted previous to the last thirty days, click on the Expense Reports tab at the top of the page. Search for the report by name, number, date, or status. Click on the Report number to review report details. Click on Review Receipt Package by Expense Report Number to see a copy of the report Confirmation Page and receipts. Can I update or delete a submitted Expense Report? Yes, as long as the status is not Ready for Payment or Paid. From the Expenses Home page, locate the expense report under the Track Submitted Expense Reports listing, and click on the Withdraw button. A confirmation message will appear. Confirm that you do want to withdraw the expense report. This cancels any existing approvals and moves the expense report to the Update Expense Reports listing. Click on Update or Delete. Page 34
35 Frequently Asked Questions What should I do if I do not receive notification when my expense report is approved? System s will be sent to each user s University of Pittsburgh address (username@pitt.edu). If you are currently receiving at a different address, it is important to forward your University to that address. To forward your University , visit Manage Your Account at my.pitt.edu. If you need additional assistance, contact the Technology Help Desk, or call HELP. How will I receive my reimbursement? Payments will be made after the Expense Report is approved, and the confirmation page and required receipts are received and reviewed by Payment Processing. Expense reimbursements are direct deposited to the same bank account where your paycheck is deposited. If the expense report is approved by end of day Wednesday, the reimbursement will be direct deposited on Friday. You will be notified by when the deposit occurs. If you do not receive Payroll direct deposit, a check will be issued and mailed to your home address as per your HR record. If you have any questions regarding payments, contact Payment Processing on-line at Can I access the Internet Expenses application from locations outside the University? Yes, as long as you can access the internet. Login to my.pitt.edu, then click on the PRISM link. Page 35
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 informationUniversity 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 informationUser Guide. ERS Help Desk : 814-863-9713 or http://www.ers.psu.edu/assistance.cfm. Web site at: http://www.ers.psu.edu
User Guide ERS Help Desk : 814-863-9713 or http://www.ers.psu.edu/assistance.cfm Web site at: http://www.ers.psu.edu Revised 2/18/2015 Table of Contents Introduction... 3 System Overview... 3 Section 1:
More informationEntering 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 informationUCL 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 informationClaimants 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 informationTravel 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 informationUnited 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 informationFAYETTEVILLE STATE UNIVERSITY ACCOUNTS PAYABLE AND TRAVEL POLICY
FAYETTEVILLE STATE UNIVERSITY ACCOUNTS PAYABLE AND TRAVEL POLICY Authority: Category: Issued by the Chancellor. Changes or exceptions to administrative policies issued by the Chancellor may only be made
More informationDATABASICS 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 informationConcur 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 informationPolicies of the University of North Texas. Chapter 10. Fiscal Management. 2.1.15 Travel
Policies of the University of North Texas 2.1.15 Travel Chapter 10 Fiscal Management Policy Statement. Travel reimbursements are processed in the Purchasing and Payment Services Department (PPS), HUB Reporting/Entity/Travel
More informationDid the person who incurred the expenses provide the preparer with all of the
Hello and welcome to the Expense Preparers training presentation. It is expected that if you are reviewing this presentation, you have already reviewed the Business & Travel Expense Policy Overview presentation.
More informationTravel & 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 informationConcur Travel Training California State University, Stanislaus Financial Services
Concur Travel Training California State University, Stanislaus Financial Services Traveler and Delegate Handbook Lucero Mascorro Accounts Payable- Travel 1 TABLE OF CONTENTS GETTING STARTED 3 USE CONCUR
More informationTravel Policy. Finance and Accounting
Finance and Accounting Policy No.: FA. 02-03-002 Effective Date: Supersedes: Publication Date: 11/17/2014 All Previous Versions 07/16/2014 1.0 Purpose This document describes the requirements for San Jose
More informationCreate 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 informationOnce 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 informationContent: 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
More informationUniversity 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 informationTRAVEL POLICY FOR THE U.S. SCIENCE SUPPORT PROGRAM (USSSP) OFFICE
TRAVEL POLICY FOR THE U.S. SCIENCE SUPPORT PROGRAM (USSSP) OFFICE Table of Contents TRAVEL AUTHORIZATION 2 AIR TRANSPORTATION GENERAL 2 EXPEDITION-RELATED TRAVEL 3 AIR CARRIER SELECTION 3 SATURDAY NIGHT
More informationTravel Request. This document describes the functions used for Creating, Maintaining, Submitting and Approving Travel Requests and Expense Reports.
Travel Request This document describes the functions used for Creating, Maintaining, Submitting and Approving Travel Requests and Expense Reports. In this document: Creating Travel Requests.......................................1
More informationPrepare 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 informationExpense 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 informationQuick 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 informationEastern Michigan University
Eastern Michigan University TRAVEL PROCEDURES Page 1 TABLE OF CONTENTS I. Administration 2 A. Authorization to Travel B. Travel Reimbursements C. Travel Advances D. Sponsored Travel E. Student Travel II.
More informationTRAVEL 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 informationConcur 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 informationQuick 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 informationQuick Reference Card Booking Travel in Concur Travel and Expense
This QRC provides the steps for travelers and/or their delegates to book travel and complete the Request Header in Concur Travel and Expense. Log In To Concur Go to the Employee Portal page. www.purdue.edu/employeeportal
More informationEnd 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 informationCreating a Travel Authorization. 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase)
Creating a Travel Authorization 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase) 2) Select Travel and Expenses > BSU Employee > Travel Authorization > Create 3)
More informationBanner 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 informationUniversity 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 informationCSM Guideline for Completion of TA s and TE s
CSM Guideline for Completion of TA s and TE s Table of Contents Page Introduction... 2 Travel Authorization Form (TA).. 2 Airline Tickets. 4 Rental Cars.. 5 US Bank VISA Card (CSM Travel Card). 7 Activity
More informationPROCAS Web-Enabled Expense Reporting System User Instructions
Page i PROCAS Web-Enabled Expense Reporting System User Instructions Table of Contents Logging on to the Web-Enabled Expense Reporting System... 1 Creating an Expense Report... 1 Recording Mileage Expense
More informationEastern 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 informationConcur 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 informationQuickStart 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 informationUMBC TRAVEL POLICY AND PROCEDURES
UMBC TRAVEL POLICY AND PROCEDURES UMBC #VIII-11.00.01 Directory Pre-Approvals Expense Reimbursements Ticketing Hotel Reservations Meals Travel by Car Travel by Private Airplane Travel Advances Recruiting,
More informationCreating 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 informationExpense 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 informationCOUNCIL POLICY NO. C-6 TITLE: REIMBURSABLE EXPENSES FOR TRAVEL, TRAINING, PROFESSIONAL DEVELOPMENT, AND OTHER CITY BUSINESS
COUNCIL POLICY NO. C-6 TITLE: REIMBURSABLE EXPENSES FOR TRAVEL, TRAINING, PROFESSIONAL DEVELOPMENT, AND OTHER CITY BUSINESS POLICY: REFERENCE: See attachment. Finance Department Staff Report dated 3/20/06,
More informationTable of Contents. Travel Report Form
Table of Contents... 3 Introduction... 3 Lesson 1: Header... 4 Lesson 2: Expenditures Section... 5 Dates... 5 Mileage... 6 Airfare... 8 Taxi / Car Rental / Limo... 9 Hotel... 10 Traveler s Breakfast /
More informationThe 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 informationThe following types of receipts are NOT acceptable: (Please see pages C and D for examples of unacceptable receipts.)
1 P age Expense The following information is being provided to assist you with preparing your ESU #3 expense reports for reimbursement of business expenses. Refer to Board Policy 3.71 Reimbursement of
More informationOracle iexpense Travel & Expense Reporting Frequently Asked Questions (FAQ)
General Questions 1) Why is Aramark Uniform Services moving to a new tool for expense reporting? 2) What is changing? 3) I am not technologically savvy; how easy is iexpense to use? 4) When do I start
More informationAll travelers are to comply with the following travel and business expense reimbursement policies and procedural guidelines.
Title: Travel and Business Expense Reimbursement Policy Code: 5-200-050 Date: 1-18-06rev Approved: WPL Policy General The Boston College Travel and Business Expense Reimbursement Policy provides guidelines
More informationTeamWorks 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 informationQuick 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 informationProfile. 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 informationCHAPTER 5: TRAVEL 5.1 POLICY
CHAPTER 5: TRAVEL 1. Policy 2. Travel Authorization 3. Travel Advance 4. Allowable Expenses While In Travel Status 5. Non-Allowable Travel Expenses While in Travel Status 6. Certification and Approval
More informationTravel and Other Business Expense Report
Travel and Other Business Expense Report Report No. 3-digit Site + Traveler's 2-character initials + 6-digit Voucher Number For Administrative Use Only A Traveler Identification - Please PRINT or TYPE
More informationCreating 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 informationFrequently Asked Questions Travel Advances & Travel Expenses Effective 06/01/2010
The following is intended to answer frequently asked questions regarding the Travel Policy. General Reimbursement Request Questions 1. Can my procurement card be used to pay for travel expenses? Employees
More informationContents. General Information.Page 2. Check Requests.Page 3. Purchase Requisitions.Page 4. Travel Authorizations.page 6. Travel Advance.
Contents General Information.Page 2 Check Requests.Page 3 Purchase Requisitions.Page 4 Travel Authorizations.page 6 Travel Advance.page 7 Transportation-Air page 9 Transportation-Ground page 10 Lodging.page
More informationUD Credit Card Information. Noncompliance with University or Departmental Policy may result in UD Credit Card cancelation or credit limit reduction.
UD Credit Card Information Noncompliance with University or Departmental Policy may result in UD Credit Card cancelation or credit limit reduction. 1. Review the credit card tutorials at: http://www.udel.edu/procurement/works/
More informationTravel Policy Philosophy Purpose Scope Guidelines Auditing and Internal Control
Travel Policy Philosophy Travel and entertainment related expenses will be paid by the Association if they are deemed to be reasonable, appropriately documented, properly authorized and within the guidelines
More informationCreating 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 informationACCOUNTS PAYABLE FIAP-120 Direct Pay Invoices Rev: 9/08/06
LINK FINANCE MODULE FIAP-120 Key Direct Pay Invoices ACCOUNTS PAYABLE FIAP-120 Direct Pay Invoices Rev: 9/08/06 GENERAL INFORMATION This procedure explains how to pay an invoice directly by using Banner
More informationTutorial 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 informationTravel Request and Expense Report Processing for Monthly Personal Car Mileage
Travel Request and Expense Report Processing for Monthly Personal Car Mileage 1 Table of Contents Travel Request Overview... 3 Section 1: Create a New Travel Request for Monthly Personal Car Mileage...
More informationCreating an Expense Report with PeopleSoft Travel & Expenses
Creating an Expense Report with PeopleSoft Travel & Expenses Contents Accessing Travel and Expenses...1 Creating an Expense Report...1 Entering an Expense Report for Travel Reimbursement...2 Entering Your
More informationGraduate School Professional Development Award Conference Travel Expense Reports Contents
Graduate School Professional Development Award Conference Travel Expense Reports Contents General Information... 2 Step 1: Create Expense Report... 3 Fill Out Report Header... 3 Add Approvers, Award Information,
More information1. 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 informationJob 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 informationConcur 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 informationPeopleSoft. 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...
More informationTravel Management System. Travel Manager. Training and Reference Guide. For Travel Manager Release 9.0
Travel Management System Travel Manager Training and Reference Guide For Travel Manager Release 9.0 May 2006 T A B L E O F C O N T E N T S Chapter 1 - Introduction... 1-1 Overview... 1-1 Chapter 2 - Getting
More informationFrequently Asked Questions Travel Advances & Travel Expenses Effective 07/01/2016
The following is intended to answer frequently asked questions regarding the Travel Policy. General Reimbursement Request Questions 1. Can my procurement card be used to pay for business travel expenses?
More informationMontgomery 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,
More informationAdministrative Procedure CHAPTER 6 BUSINESS AND FINANCIAL SERVICES. AP 6310.1 District Travel
Page 1 of 11 Administrative Procedure CHAPTER 6 BUSINESS AND FINANCIAL SERVICES AP 6310.1 District Travel Office(s) of Primary Responsibility: Vice Chancellor of Business Services Controller Vice Presidents
More informationIU Travel Guide. A comprehensive guide to travel policies & resources.
IU Travel Guide This guide is designed to provide IU travelers, arrangers, fiscal officers, and processing staff with all the information and resources required for successful traveling at Indiana University.
More informationBISHOP S UNIVERSITY EXPENSE REIMBURSEMENT POLICY. Effective Date: January 1, 2011 Prepared by: Business Office
BISHOP S UNIVERSITY EXPENSE REIMBURSEMENT POLICY Effective Date: January 1, 2011 Prepared by: Business Office Policy Number: VPFA-02-2011 Approved by: Bishop s Executive Group November 2010 Revised: January
More informationExpense 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 informationTABLE OF CONTENTS. Purchasing Department. Accounts Payable
TABLE OF CONTENTS Purchasing Department a. Purchasing Policies b. DPS-Distributed Purchasing System c. Internet Purchases d. Purchase Orders e. Vendors f. Damaged Goods g. Contracts h. Principles i. Budget
More informationThis document outlines the travel and reimbursement policy for Adrian College employees.
TRAVEL POLICY This document outlines the travel and reimbursement policy for Adrian College employees. Travel Expenses Institutional related travel expenses will be reimbursed to Adrian College employees
More informationTravel 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
More informationConcur 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 informationGuide for Processing and Reviewing Travel Claims
Guide for Processing and Reviewing Travel Claims October 12, 2010 TABLE OF CONTENTS Overview of Process... 3 Step by Step Guide to Creating the Travel Claim... 4 Step 1: Create the Travel Authorization...
More informationTravel Help Sheet For Extension Personnel
Travel Help Sheet For Extension Personnel Index: Access & Log-In... Page 2 Travel Expense Statement... Pages 3-6 Receipts... Page 7 Helpful Notes... Page 8 Travel Approval Request... Page 9 v. 8.1.13 ACCESS
More informationFailure to comply with these policies and procedures may result in disciplinary action.
POLYTECHNIC INSTITUTE OF NYU POLICIES AND PROCEDURES TRAVEL/ BUSINESS EXPENSES I. Statement of Policy It is the purpose of this policy to set general guidelines for acceptable types and levels of reimbursable
More informationTravel 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 informationGuidelines for Business Traveling
Guidelines for Business Traveling Background The University understands that travel is essential to the teaching, research, public service missions, etc. and is committed to meeting the needs of the traveler
More informationPolicies and Procedures No. 44
Policies and Procedures No. 44 SUBJECT: Board Approval: 9/12/13 MTS TRAVEL EXPENSE POLICY PURPOSE: To establish guidelines for MTS employees and Board members who have been approved to travel on behalf
More informationE D M O N T O N ADMINISTRATIVE PROCEDURE
DEPARTMENT DELEGATED AUTHORITY CONTACT FINANCIAL SERVICES CHIEF FINANCIAL OFFICER, FINANCIAL SERVICES DEPARTMENT TRAVEL COORDINATORS DEFINITIONS Account Coding A defined list of SAP cost elements used
More informationColorado State University Quick Reference Guide to University Travel
The following rules and definitions apply to all travel paid with University funds---no matter the source of the funds---and to all individuals engaged in such travel, whether officers, faculty, staff,
More informationConference Request Claim (CRC) 2. Mileage Reimbursement (MRC) 7. Request for Check (RFC) 9. Travel Advances 11. Blanket or Open Purchase Orders 13
Table of Contents Conference Request Claim (CRC) 2 Mileage Reimbursement (MRC) 7 Request for Check (RFC) 9 Travel Advances 11 Blanket or Open Purchase Orders 13 FAQ s 14 Conference Request Claim Do I need
More informationPage 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 informationExpense Reports for Reimbursement
Expense Reports for Reimbursement Getting Started: Give Debbie and Marilyn AUTHORIZATION to approve your Expense Reports Use the shortcut - https://authhub.wisconsin.edu/?app=sfs which will take you directly
More informationBOARD TRAVEL AND EXPENSE POLICY
BOARD GOVERNANCE POLICY BOARD TRAVEL AND EXPENSE POLICY Introduction System assets, including operating funds and property, must not be left unprotected, inadequately maintained or exposed to unnecessary
More informationOnline 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 informationExpense 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 informationTravel and Expense Module
Travel and Expense Module Creating a User Profile Creating a Travel Authorization Report Creating a Travel Expense Report Workflow Process Travel Specialists Nasim Khazaie 405-974-2493 nkhazaie@uco.edu
More informationYou will not accrue miles or points if the vendors do not have this information. Please contact each vendor to make any changes.
Canisius College Travel and Business Expense Reimbursement Policy General It is understood that College business may require staff/faculty to travel. Individuals should conduct their travel with an awareness
More informationConcur 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 informationCore Portal Claimant User Guide. Core Expense
Core Portal Claimant User Guide Core Expense 1 1 CONTENTS 2 Logging onto the system... 4 3 Payment... 5 3.1.1 Payslips... 6 3.1.2 P60s... 8 3.1.3 PRD60s... 10 3.1.4 Important Dates... 11 4 Entering and
More informationWSB Travel Update Meeting
WSB Travel Update Meeting October 1, 2015 A review of the announced travel policy changes 1 Agenda Review of New Travel Rates & Policies Background Authority Are we doing something different? Applicability/Who
More informationACPE TRAVEL EXPENSE GUIDE For ACPE LEADERSHIP REPRESENTATIVES Excerpt from the ACPE Financial Policies and Procedures Manual 2012
ACPE TRAVEL EXPENSE GUIDE For ACPE LEADERSHIP REPRESENTATIVES Excerpt from the ACPE Financial Policies and Procedures Manual 2012 VIII. Business Travel, Expense Reporting and Reimbursement 1. Board of
More informationCreating 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