Travel Activities Creating an Expense Report for a Non-Travel Reimbursement
|
|
|
- Jayson Matthews
- 8 years ago
- Views:
Transcription
1 Travel Activities Creating an Expense Report for a Non-Travel Reimbursement Overview: Understanding How to Create an Expense Report for a Non-Travel Expense In this topic, you will learn the steps to create an expense report for a non-travel expense. Non-travel reimbursements may be necessary when there is an emergency need for a University employee to pay for materials or services from their personal funds with the expectation that they will be reimbursed by the University for the purchase. Non-travel expense reimbursements are to be limited to $25 or less. Reimbursements in excess of $25 not related to an emergency must include a Confirming Order Justification Form, which has been approved by Purchasing Services. Non-Travel reimbursements and Travel Expense Reports should NOT be combined on the same ER. OMNI Security Role Required: FSU_TE_TRAVEL_REP Procedure Scenario: In this topic, you will learn the steps to create an Expense Report (ER) for a non-travel reimbursement. Key Information: Employee Name Employee ID Expense Information Page 1
2 1. Click the Financials 9.1 link. 2. Click the Main Menu button. 3. Hover over Employee Self-Service, and click the Travel and Expense Center link. 4. Click the Expense Report Create link. Page 2
3 5. The default Empl ID on this page is your own. Be sure to select the correct ID for the traveler. Click the Look up Empl ID button to search for an employee. 6. Only the employees for whom you are authorized as a Travel Rep will appear in the search results. If the desired employee is not listed, follow the instructions in the "Becoming a Travel Rep" tutorial to add yourself as a Rep for that employee. 7. Click the Add button. 8. The default Quick Start option is "A Blank Report," which is to be used for nontravel reimbursement Expense Reports. Page 3
4 9. Enter "AP" into the Description field as these Expense Reports will route to Accounts Payable for processing. 10. Click the Business Purpose list. Page 4
5 11. Click the Non-Travel Exp Reimbursement list item. Page 5
6 12. Enter the first four letters of the city in which the item(s) was purchased. 13. NOTE: If city is not available check the spelling and submit a HELP ticket for it to be added. 14. Click the Display Commens button to enter Comments. 15. In the Comment textbox, describe the reason that the item was purchased and why other purchasing procedures were not followed. 16. Click the OK button. 17. Enter the last 10 digits of the receipt number into the Reference field. 18. Click the Accounting Defaults link. Page 6
7 19. Enter the Department that the reimbursement is to be charged to. 20. Enter the appropriate Fund code. 21. Because this reimbursement is being charged to a Sponsored Research (C&G) Fund it is also necessary to enter the PCS Bus Unit, Project, and Activity. 22. If you are not sure of any of the Chartfields, click the magnifying glass next to each to search. You can also begin typing and OMNI will provide a list of the valid chartfields that match the data entered (in this example, "FSU" was entered and the corresponding PC Business Unit, "FSU01" is the only option available). Click the FSU01 option. 23. Click the OK button. Page 7
8 24. Click the Expense Type list. Page 8
9 25. Click the NonTravel Expense Reimburse list item. 26. Enter the date on the receipt in the Expense Date field. 27. Enter the amount on the receipt in the Amount Spent field. 28. Click the Billing Type list. Page 9
10 29. Click the Non-Travel Exp Reimbuserment list item. 30. Click the Detail link. Page 10
11 31. Enter the merchant name in the Non-preferred field. 32. Enter a description of the item in the Description field. 33. Click the Check Expense For Errors button. 34. If no errors appear, click the Return to Expense Report link. NOTE: If there are any errors (e.g. you forgot to populate a required field) you will receive an error message and the incorrect field will be flagged. Page 11
12 35. Use the Save for Later button to save work and continue working at a later time. This action will not submit the ER. 36. Once the ER is complete, click the Submit button to begin the approval process. Page 12
13 37. Carefully read the certification statement and then click the OK button. 38. Receipts for the ER should be sent to RightFax on an Expense Receipts Header Page. See the "How to Send Receipts to RightFax" tutorial for additional information. 39. Click the Home link. 40. Congratulations! You have completed the topic. End of Procedure. Page 13
Travel and Expenses Expense Reports
Travel and Expenses Expense Reports Agenda Expense Report Process (travel & non-travel) Interim Approval Process (travel & non-travel) Entering Expense Reports (travel & non-travel) Searching for Expense
Expenses Created on 4/30/2013 8:44:00 AM. ** This training guide assumes that the user has already successfully logged into VISION.
Created on 4/30/2013 8:44:00 AM ** This training guide assumes that the user has already successfully logged into VISION.** Table of Contents... 1 Expense Report - Create/Modify... 1 Create Expense Report
Accounts Payable Job Aid
About Non-Reimbursable Expenses Accounts Payable Job Aid For tracking and review purposes, all business travel expenses that employees incur are captured, regardless of whether they are paid by the employee,
Creating Expense Reports (Campuses)
Creating Expense Reports (Campuses) When you create an expense report, you have several options on which to base the new document, and the selection that you make triggers other choices that prompt you
OMNI Security Training Submitting Online Role Requests
OMNI Security Training Submitting Online Role Requests Overview Understanding How to Submit Online Role Requests This tutorial outlines the basic steps to submit an online role request (eorr). Security
Create an Expense Report (ER) Login to mybyuh Enter CES net ID and password Click on PeopleSoft Finance
Create an Expense Report (ER) Login to mybyuh Enter CES net ID and password Click on PeopleSoft Finance Step by Step STEP 1 Create an expense report Page 3-6 STEP 2 Add JPMC transactions from MyWallet
How to Create an Expense Report
How to Create an Expense Report Contents Expense Report Layout... 2 Creating an Expense Report... 3 Project Charging... 7 Attaching Receipts... 9 Submitting the Expense Report... 11 How to Create an Expense
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
FAST Travel System. Guide: Creating Expense Reports
FAST Travel System Guide: Creating Expense Reports Purpose: To provide instructions on how to create an Expense Report (ER) in FAST 9.2 Travel module. Definition: Expense Report submission entered into
Processing Travel Advances and Reimbursements. May 2014
Processing Travel Advances and Reimbursements May 2014 1 Agenda 1 2 3 Introduction Objectives Travel Authorizations 4 Advances 5 Expense Reports 6 Printing Reports 2 Agenda 7 8 9 Resources Rules and Regulations
Creating Expense Reports
Creating Expense Reports Step Action 1. Begin with the Main Menu. Note: If you are logging through the portal, navigate using Main Menu, Financials. Click the Employee Self-Service menu. 2. Click the Travel
Expense Report. Main Menu >Employee Self-Service > Travel and Expenses or Travel and Expense Center > Expense Reports > Create/Modify
Expense Report An Expense Report is used to submit employee and active student expenses for reimbursement and to also record expenses that were paid on behalf of the employee and student (i.e. central
Travel and Expense Module Quick Reference Guide
Travel and Expense Module Quick Reference Guide NOTE: In order to be reimbursed for travel expenses via the new online Travel and Expense Module, the traveler must submit a PRINTED copy of the Expense
New cost center and cost center change request forms are located in PeopleSoft under Employee Self Service.
New cost center and cost center change request forms are located in PeopleSoft under Employee Self Service. Cost Center Request Forms 1. Cost Center Request Form (Non-Grant) this request can be used to
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
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
Purchasing Card Activities Completing a Reconciliation Form
Purchasing Card Activities Completing a Reconciliation Form Overview: Understanding the Monthly P-Card Reconciliation Form Process This tutorial details the steps required to complete the monthly P-Card
CONFIGURING VIRTUAL TERMINAL: This is the screen you will see when you first open Virtual Terminal
CONFIGURING VIRTUAL TERMINAL: This is the screen you will see when you first open Virtual Terminal Before you begin you must configure the Options for Virtual Terminal. Click on the Options drop down menu
Quick Reference Guide Travel & Expense Claim: Using Create Expense Report (The Wizard) What is a travel and expense claim used for?
(The Wizard) This Quick Reference Guide shows you how to submit a travel and expense claim using Create Expense Report known as The Wizard, for expenses paid with personal funds. What is a travel and expense
Creating a Travel Authorization. 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase)
Creating a Travel Authorization 1) Sign in to Bronco Web with username: AHOWARD (uppercase) password: TRAVEL (uppercase) 2) Select Travel and Expenses > BSU Employee > Travel Authorization > Create 3)
TRAVEL AND EXPENSE CENTER REPORTS
TRAVEL AND EXPENSE CENTER REPORTS NOTE: This document is designed to be used online and has a number of embedded links to processes and additional information. We discourage the printing of manuals as
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
Creating 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
Western PeopleSoft Financials Expense Reports, Cash Advances and Manager Approval
Content 1. Create a Cash Advance 2. Create an Expense Report 3. View Expense Reports 4. Manager Approvals 5. My System Profile 6. Delegate Entry Authority by Individual 7. View Payment History To access
HOW TO ADD A QUICK WAY TO GET THE PLACE TO ADD YOUR VOUCHER.ADD IT TO YOUR FAVORITES:
DMA V1 Updated: 3/21/16 Creating an Expense Report Job Aid 1. Non-state employees (including contractors) will not be reimbursed for travel expenses in the Peoplesoft expense module. 2. NOTE: Do not use
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
Expense Reports. University of Kansas 2/12/2014
2014 Expense Reports University of Kansas 2/12/2014 Table of Contents Create Expense Report... 2 Approval via Module... 28 Send Back via Module... 32 Approval via Email... 36 Send Back via Email... 39
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.
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
Western PeopleSoft Financials Professional Expense Reimbursement (PER) Online Claim
Content 1. Inquire on your PER account balance 2. Create a PER online claim 3. View a PER online claim 4. Manager Approvals for PER online claims 5. My System Profile For Approvers who want to designate
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:
Use these directions to review job requisitions that require approval.
Job Requisition Approval Concept This document explains how an individual assigned to review a job requisition can view it and approve or deny it. Job requisition approvers are notified via an automated
Travel Authorization and Expense Reimbursement
Travel Authorization and Expense Reimbursement Reference Manual 6-4-14 Organizational Effectiveness orgeff@umn.edu www.umn.edu/ohr/trainingservices TRAVEL AUTHORIZATION AND EXPENSE REIMBURSEMENT Reference
Create a Job Requisition. Create a Job Requisition. Concept
Create a Job Requisition Concept This document explains how a hiring manager can create and submit a requisition to create a job posting. Procedure Use this document to create a job requisition. 1. Click
PREPARED BY Carmen Costea
SFU ONLINE EXPENSE REPORT USER GUIDE PREPARED BY Carmen Costea TABLE OF CONTENTS TABLE OF CONTENTS... 2 1. NAVIGATE... 4 1.1 NAVIGATE TO THE ONLINE TRAVEL AND EXPENSES APPLICATION...4 1.1.1 Direct weblink
Payroll. 4. Print Checks. Table of Contents Print Checks...2 All...3 Department...4 Print Single Posting...5
4. Print Checks Table of Contents Print Checks...2 All...3 Department...4 Print Single Posting...5 Click on 4. Print Checks from the Main Menu and the following window will appear: The best practice is
Completing the Performance Evaluation
Completing the Performance Evaluation Overview: Understanding the Performance Evaluation Process The performance evaluation process begins with completing the performance evaluation document by rating
MAS 90 Demo Guide: Accounts Payable
MAS 90 Demo Guide: Accounts Payable Vendors, invoice tracking, and check creation is a necessity of business. In this guide we will look at how vendors are set up, invoices are recorded, and checks are
Creating a Digital Signature in Adobe Acrobat Created on 1/11/2013 2:48:00 PM
Creating a Digital Signature in Adobe Acrobat Created on 1/11/2013 2:48:00 PM Table of Contents Creating a Digital Signature in Adobe Acrobat... 1 Page ii Creating a Digital Signature in Adobe Acrobat
Accounts Payable. Vendors and Vouchers
Accounts Payable Vendors and Vouchers 1 Agenda Searching for Vendors Entering Vouchers Budget Checking Submitting for Approval Viewing Workflow Viewing Voucher Status Approving Vouchers Denying (returning)
Travel & Expenses User Manual 9.2
User Manual 9.2 Table of Contents Travel & Expenses TRAINING OBJECTIVES 4 PANTHERSOFT FINANCIALS TRAVEL & EXPENSES 5 How to Assign a Proxy to create a Travel & Expense Transaction 6 Reimbursement for Student
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
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
AC4S Employee s User Guide for Deltek Time & Expense 9. Expense Reports
AC4S Employee s User Guide for Deltek Time & Expense 9 Expense Reports Open Expense Report To record expenses, click on Expense on the top menu bar. Next, click on Record Expenses, then Expense Report
AP316: Travel and Expense Administration. Instructor Led Training
AP316: Travel and Expense Administration Instructor Led Training Lesson 1: Understanding Travel and Expenses Introduction Welcome Welcome to Cardinal Training! This training provides employees with the
CONCUR EXPENSE Manual: Travel Expense
CONCUR EXPENSE Manual: Travel Expense To submit a Travel expense report, a trip number must first be obtained via Banner Self Service. Log into MySLU and under the TOOLS tab, click on the Cliqbook & Concur
Accounts Receivable Run AR Reports
Business Process 1. To run the detailed aging report. 2. To run the summary aging report. 3. To run the aging by chartfield report. 4. To run the outstanding receivables report. 5. To run the receivables
Entering a Requisition to Create a Blanket Purchase Order (One Line)
Entering a Requisition to Create a Blanket Purchase Order (One Line) Blanket Orders are not line-item specific. Departments may use Blanket Orders on a recurring basis to set aside a sum of money to a
PSFIN v9.2 Expenses Administrator Participant Guide
PSFIN v9.2 Expenses Administrator Participant Guide Version 1.0 March 2015 This page left blank to facilitate front/back printing. Table of Contents Table of Contents Table of Contents... 3 Introduction...
AP & Travel: Need-To-Know Tips
AP & Travel: Need-To-Know Tips Agenda Using the PeopleSoft Chartfield Conversion Tool Non-PO Voucher Process & Tips Travel Process & Tips Employee Reimbursement Process & Tips 2 PeopleSoft Chartfield Conversion
How to set up your Secure Email in Outlook 2010*
How to set up your Secure Email in Outlook 2010* This guide is for hosting clients who are hosting their email with us. If you are using a third party email, you should not use these instructions. 1. Open
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
Process Document Approve Payable Time
Date Modified 4/17/2008 Last Changed by ASDS Concept On the Manage Search Options page, time approvers can set what search criteria fields appear on Time Management employee lookup pages, what default
How To Add Security Roles On Banner Har Account On A Pc Orca (For A Free Download) On A Microsoft Powerbook (For Free) On An Ipa 2.5 (For An Ipad) On Pc Ora (For
Banner HR Account Request System Login and Usage: Login: 1. Go to http://accounts.unh.edu 2. Click on the IT Accounts Management System button 3. Login Adding Security Roles After logging in the Home screen
Module 1: EXPENSE REPORT OVERVIEW AND BASIC SETUP
Table of Contents Introduction Microsoft Dynamics Courseware Overview...0-2 Student Objectives.0-3 Module 1: EXPENSE REPORT OVERVIEW AND BASIC SETUP Lesson 1: Introduction to Travel and Expense Management...
Employee Instructions for Setting up Direct Deposit
Employee Instructions for Setting up Direct Deposit General Instructions: (Please call 617-552-4772 for Help at any time with your Direct Deposit set up) Log in to PeopleSoft HR Employee Self Service to
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
ACCRUAL ACCOUNTING WORKFLOW
ACCRUAL ACCOUNTING WORKFLOW TABLE OF CONTENTS COMPANY ACCOUNT NUMBERS... 2 POLICY ENTRY... 2 Agency Bill... 2 Direct Bill... 3 Transaction Detail... 3 CLIENT PAYMENTS... 4 Agency Billed Payment... 4 Direct
Instructions for Importing (migrating) Data
Instructions for Importing (migrating) Data from CTAS Version 7 to CTAS Version 8 For Windows 8 and 8.1 CTAS Version 8 is designed to work with your Version 7 data if you choose to. These instructions
REGISTERING YOUR DOMAIN NAME
How to... REGISTERING YOUR DOMAIN NAME 1.0 Domain Registration 2.0 Domain Forwarding 1.0 DOMAIN F ORWARDING S TEP 1.1 Go to www.godaddy.com to search for an available domain name for your website. Enter
Accounts Payable Job Aid
About Unposting, Deleting or Closing a Voucher In Cardinal you can unpost, delete or close vouchers that have not been paid. Unposting is typically used when you want to make a correction to the voucher
EMPLOYEE EXPENSE ENTRY GUIDE (EMPLOYEE ONLY)
EMPLOYEE EXPENSE ENTRY GUIDE (EMPLOYEE ONLY) 1 Contents 1- Introduction..... 3 2- Login... 4 3- Initial Homepage Icons.... 5 4- Expense Report Icons,.... 6 5- Entering New Expense Report... 7 2 1- Introduction
MAS 90 Demo Guide: Account Receivable
MAS 90 Demo Guide: Account Receivable Customers, billing, and cash receipts are the lifeblood of any company. In this guide, we will look at where customers are set up, where invoices are entered, and
Credit Card Processing Management
Once AL-Desk CCP has been activated new Security Flags surface that need to be setup: (for Details see Credit Card Al-Desk Setup to Use CCP.pdf) To Access Form Click on the Visa ICON on menu bar or go
Introduction: Payroll Suspense Correction (PPS) Process Prepared by Deanna Sailor 04/14/2015 Page 1
Introduction: First, let's start with some background information. As most of you know, Berkeley Financial System (BFS) is the system we use to manage the financial transactions in our general ledger.
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
Accounts Payable Job Aid
About the Expense Report Upload Process Agencies that maintain their own financial systems may send their employee reimbursement transaction data to the Expenses module in Cardinal via the Expense Report
Creating Expense Reports and Spend Authorization Requests
ALL reimbursement for out-of-pocket businessrelated expenses incurred on or after 2/16/15 will be submitted through Workday, including: mileage, travel, memberships, professional dues, license payments,
How to create a Basic eprocurement Requisition July 2013
How to create a Basic eprocurement Requisition July 2013 The eprocurement module is a web-based purchasing system designed to provide UTMB endusers with online creation and submission of requisitions.
Revision Control Date By Action Pages 02-21-2011 T Mistry Document created 14 12-23-2011 M Walker Modified 15
Business Process Guide Process: Create Job Opening and Posting Module: Recruiting Solutions High Level Description Process Module Document Type Create Job Opening and Posting Recruiting Solutions Business
Introduction of Databridge Customer Support System
Introduction of Databridge Customer Support System Databridge Customer Support System is a comprehensive customer support management software that provides help desk agents, account managers and customer,
Job Aid. Update Bank Accounts and Pay Distribution Instructions
Update Bank Accounts and Pay Distribution Instructions Version 1.0 February 2015 HR Management System Copyright Information Copyright 2015 The Australian National University. All rights reserved. Published
PURCHASING CARD RECONCILIATION HANDBOOK PEOPLESOFT FINANCE. Instruction Manual Updated - April 2013
PURCHASING CARD RECONCILIATION HANDBOOK PEOPLESOFT FINANCE Instruction Manual Updated - April 2013 2 Table of Contents Logging into PeopleSoft Finance page 3 How to Display Transactions: If you are responsible
Information Systems Track-It! Helpdesk System Introduction
Information Systems Track-It! Helpdesk System Introduction To report technology questions, requests, or problems to the Information Systems Department, you should submit a Track-It work order. Step One
Online Class Roster Certification
Online Class Roster Certification Census Date for Texas A&M International University is the date in which faculty certifies class roster and student enrollment for financial aid recipients as well as to
User Manual Nexion Payment Solutions Nexion Call Centre 0861 639466 Version 3.5. Processing Manual Credit Card Transactions/ Card not present
Chapter 4 Processing Manual Credit Card Transactions/ Card not present There are two reasons why a card transaction would be processed manually (card not swiped): A: Your system may be down or your connection
Creating Expense Reports and Spend Authorization Requests
ALL employee reimbursement will be submitted through Workday, including: mileage, travel, memberships, professional dues, license payments, gift card purchases, webinars, recruitment activities, other
Changing the Default Email Delivery Location
NCMail: Microsoft Outlook 2003 Changing the Default Email Delivery Location Revision 1.2 12/27/2007 This document covers changing the default email delivery location in Microsoft Outlook 2003. In order
How to Fill Out the Lone Star College System Application (designed by Maria Martinez- CARE Coordinator)
How to Fill Out the Lone Star College System Application (designed by Maria Martinez- CARE Coordinator) 1. THE APPLICATION WORKS BEST WITH INTERNET EXPLORER! Go to http://www.lonestar.edu/ 2. Hover over
Overview. Finance Support Process: ProCard/GoCard Reconciliation Module: CFS ProCard. Table of Contents. For ProCard. For GoCard
Finance Support Process: ProCard/GoCard Reconciliation Module: CFS ProCard Overview This business process guide demonstrates how to reconcile your monthly ProCard/GoCard statement, print your report and
Virtual Terminal Instruction Manual. Synergy World, Inc. 12625 High Bluff Drive, Ste. 208, San Diego, CA 92130 (858) 259-8283 www.synergyworld.
Virtual Terminal Instruction Manual Synergy World, Inc. 12625 High Bluff Drive, Ste. 208, San Diego, CA 92130 (858) 259-8283 www.synergyworld.com 1 SYNERGY WORLD, INC. VIRTUAL TERMINAL INSTRUCTIONS TABLE
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
Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.
Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.
CRM Support Course Create Case
Support Course Create Case CRM Support Create Case Table of Contents Using E-mail to Create Case...3 Using the ASU Web site...6 Using the 360-Degree View...10 Using the Support View...14 Complete Case
AP - ISTV Vouchers. *See "The FIN SOURCE" for Ohio for the most recent version of this process.*
AP - ISTV Vouchers Table of Contents Steps for ISTV Vouchers... 3 ISTV Vouchers Process... 3 Processing ISTV Vouchers... 4 Reviewing ISTV Viewer Page...10 Resolving ISTV in Dispute...14 Approving a ISTV
University of Alaska Statewide Financial Systems User Documentation. BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick)
University of Alaska Statewide Financial Systems User Documentation BANNER TRAVEL AND EXPENSE MANAGEMENT TEM (Quick) Travel and Expense Management Table of Contents 2 Table of Contents Table of Contents...
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
Backing up with Windows 7
Backing up your data should be a high priority; it is far too easy for computer failure to result in the loss of data. All hard drives will eventually fail, and (at the minimum) you should be prepared
AgencyPro. Cash Accounting Workflow
AgencyPro Cash Accounting Workflow This document is a supplemental accounting guide to reiterate the general processes outlined during the first accounting training. Some of the outlined processes differ
Banner Web Time Entry. Banner Web Time Entry (WTE) Time Entry User Guide
Banner Web Time Entry Banner Web Time Entry (WTE) Time Entry User Guide Overview Banner s Web Time Entry module automates the time entry collection, calculation and approval process for job assignments.
QUICK REFERENCE GUIDE
QUICK REFERENCE GUIDE Using the Search for an Asset Page December 4, 2015 Use the Search for an Asset Page This topic covers searching for an asset and selecting an Asset Management component (page) to
Client Timesheet and Expense Instructions Page 1
Client Timesheet and Expense Instructions Page 1 Log In The web portal allows timesheet approvers to log into the system to view working candidates, approve and reject timesheets, and manage positions.
User Guide to epayments
Contents Register Your Account-First Time User... 3 Login to Your Account... 6 Retrieving Username and/or Password... 7 Make a One-Time Credit Card Payment... 8 Make a One-Time echeck Payment... 11 Schedule
Virtual Terminal Credit Card
Virtual Terminal Credit Card How to Process a Sale? A sale is a transaction that is authorized and captured for settlement. After a sale is processed, the transaction is automatically flagged to be settled.
UCL FINANCE DIVISION. iexpenses EXPENSE CLAIMS SEASON TICKET LOANS. www.ucl.ac.uk/expenses 1
UCL FINANCE DIVISION iexpenses EXPENSE CLAIMS SEASON TICKET LOANS www.ucl.ac.uk/expenses 1 iexpenses iexpenses is a new web based Expense Claim and Season Ticket Loan system for UCL Employees. How to log
Drip Marketing Campaign Manual
Drip Marketing Campaign Manual Released May 2006 Manual for Drip Marketing Campaign: Getting Started 1. Log into www.graphicaldata.com. 2. Hold cursor over the Tools tab. 3. Click on Drip Marketing Campaign.
VENDORS Welcome to College of DuPage. Next slide please
VENDORS Welcome to College of DuPage This presentation will guide you through the set-up process to receive ACH payments. Before we begin, please have available your Vendor ID number (VNxxxxxxx) and your
CSSEA Helpdesk User Guide
CSSEA Helpdesk User Guide Contents I. Creating tickets... 3 1. Creating a New Ticket via Email... 3 a. Email format... 3 b. New ticket reply... 3 2. Creating a New ticket via the Website... 4 a. Browse
PeopleSoft Purchasing Advice of Change College Requisition (CR) or Subcontract Requisition (SC)
PeopleSoft Purchasing Advice of Change College Requisition (CR) or Subcontract Requisition (SC) Purchasing Advice of Change College Requisition (CR) or Subcontract Requisition (SC) (Rev. 1-20-2015) Purchasing