ExpenseWire User Guide Submitters Edition Creating an Expense Report
|
|
- Martha Powell
- 6 years ago
- Views:
Transcription
1 ExpenseWire User Guide Submitters Edition Creating an Expense Report
2 Contents Click on the topic you would like to jump to or continue to the next slide: Create an Expense Report Adding a Line Item Adding a Line Item from Credit Cards Split a Line Item Adding a Receipt Policy Violations Submitting an Expense Report
3 Create an Expense Report Return to Contents From the login screen, you can create an expense report several different ways:
4 After selecting one of the previous options, the Adding an Expense Report form will display. All fields with an * are required to continue. **Please note that your form may vary slightly from this example.** The Expense Title will name the expense report. Typically, this is a summary of your expenses. Submitter is the person whom the report is created. Location is where the expenses were incurred. The cities in this field are pre-populated and you will need to select from the list that is generated. The customer field is a pre-populated form to which you can associate your expenses. Select the magnifying glass to search a list of possible Customers. The Division and Department fields are in relation to the part of the organization which your expenses are associated. The Purpose is an optional field which you can describe the reason for the expenses. The Cash Advanced field should only be used when an advance was given for the expenses to be entered in this report. The Cash Advanced amount will be deducted from the Reimbursable total of the expense report. Default Currency is the currency in which the expenses were incurred.
5 After selecting one of the previous options, the Adding an Expense Report form will display. All fields with an * are required to continue. **Please note that your form may vary slightly from this example.** The selections made in this form will be the default for each line item created within the report.
6 Once you have filled in the form, you have the options to Save + Add Items, Save + Close, or Cancel. Save + Add Items will save the report and load the line item form to begin adding items to the expense report. Save + Close will save the expense report and then open the expense report. Cancel will clear, and return to the Home tab without saving the report.
7 This form can be accessed and edited after the report has been created. *It must be in the Unsubmitted or Denied status to edit the information.* With the expense report open, select Edit this expense report.
8 Creating a Report as a Delegate Return to Contents To create a report as a Delegate, you will need to change the Submitter. Anyone that has set you up as a Delegate will be available in this list. Simply choose the user this expense report is for. Be sure that all additional fields are entered as a reference to the submitter and not yourself.
9 Adding a Line Item Return to Contents To enter an expense, you will need to add a line item. There are two ways to do so:
10 The Expense Date will be the date the expense was incurred. Location is where the expense was incurred. The cities in this field are pre-populated and you will need to select from the list that is generated. The customer field is a pre-populated form to which you can associate your expense. Select the magnifying glass to search a list of possible Customers. The Division and Department fields are in relation to the part of the organization which your expense is associated. The Expense Type is a list of options your company has generated. This is what best describes the category your expense would be categorized. The description field is where you can elaborate on the expense. The Payment Type is how you originally paid for the expense. The Reimbursable check box determines whether you will receive funds for this expense. If this box is grayed out, it means that based on the Expense Type and Payment Type chosen, you do not have the option to change this. The Amount field is used to enter the amount of the expense. The Currency field is a list of possible currencies that this expense was originally incurred. The amount entered in the field above should reflect the currency it was entered in.
11 Once the form is complete, you can Save + Add, Save + Close, Save + Split, or Cancel. Save + Add will save this line item and bring up a new Adding a Line Item form. Save + Close will save this line item and return to the expense report. Save + Split will save this line item and open the Split Wizard. Cancel will close this line item without saving and return to the expense report.
12 Adding a Line Item from Credit Cards Return to Contents If an expense report has not been created, use the link from the Home tab.
13 If the expense report has already been created, you can begin the import process from two locations.
14 Select Change date range if a new range needs to be displayed. If a transaction has already been imported, it will be grayed out and display which report it is in. This transaction cannot be imported a second time. To jump to that report, select the link. To select each transaction individually, check the box. The expense type field will then unlock, and an expense type can be associated. To check all available transactions on the card, select the checkbox and all transactions will be selected as well. Cancel and return to the previous screen. Select next and proceed to the next step of the import.
15 After selecting Next, it will then ask you to confirm where to import the transactions. You are able to import the transactions into an existing Unsubmitted expense report or create a new report. Select to import the transactions based on the above selection. Select to go back to the list of transactions available to import.
16 Split a Line Item Return to Contents After adding a line item, you can split the expense into multiple items. From the Adding a Line Item form, select Save + Split. From the expense report, hover over the Open icon and select Split
17 When splitting a line item, the Original Item will be one of the items you are splitting out. THE ORIGINAL ITEM CANNOT EQUAL 0. Select to add a new item. Enter the information as you would for creating a new line item. The amount entered will be deducted from the original line. In this example, the Child Item was my portion and the Original Item will be the remainder of the bill, which would be the client s portion. You have the option to remove a line item you created. This will add the entered amount back into the original line item. Also, to create another split item, select the link, and follow the same steps. First select how you would like to split the expense. Once the split is complete, Save Changes.
18 If you would like to edit the Original line after the split has been made, simply hover over the open icon and select Edit.
19 Adding a Receipt Return to Contents There are several different ways to add a receipt to an expense report, depending on your company s system settings. To associate a receipt with a specific line item, select the receipt icon.
20 Adding a Receipt Return to Contents There are several different ways to add a receipt to an expense report, depending on your company s system settings. To associate a receipt to the report, select the Receipts tab and then Upload Receipt Document.
21 Before adding a receipt to an expense report, you must first scan the receipt and save the file to your computer. Make sure the file is 7.5MB or less. We suggest saving the receipt as a PDF or JPG file. Anything over 1MB can take several minutes to load, please be patient. Select Browse and select the file you wish to upload to ExpenseWire. Name the document something you will remember in reference to this specific file. If desired, add an additional description for the file. Select I Agree + Upload to add the file.
22 Once a file has been uploaded, it can be seen in the Receipts tab. Edit will allow you to edit the Title and Description of the file. Drop allows you to remove the file from the expense report. Once this is done, it is not recoverable within the application. Open allows you to open the file with a program on the computer. View allows you to view the file in a new web browser window.
23 Receipts that have been loaded can be associated to multiple line items. Hover over the Open icon and select Edit.
24 Any Receipts that you have added to the expense report will be available to associate. Select the Receipt dropdown. Choose the Receipt you wish to associate. Be sure to Save + Close.
25 If the receipt was attached at the line item level, a green check box will appear next to that specific line item.
26 Policy Violations Return to Contents Based on your company s policies, there may be rules in place to show violations of these policies. Before submitting an expense report, you will want to check for any violations. If a policy has been violated, you will find a red icon with the corresponding line item
27 Based on your company s policies, there may be rules in place to show violations of these policies. Before submitting an expense report, you will want to check for any violations. To view a policy violation, you can access the Violations tab or hover over the Violation icon.
28 Submitting an Expense Report Return to Contents Once the expense report is complete, you can Submit for payment.
29 A note can be added for the Approver(s) and Payor(s) to see. Submit the report to the Parent Approver and also print the expense report. Cancel the submittal and return to the expense report. Submit the report to the Parent Approver.
TRAVEL AUTHORIZATIONS
TRAVEL AUTHORIZATIONS TABLE OF CONTENTS Overview... 2 Responsibilities... 2 Delegate Entry Authority to Other Users... 2 Travel Authorization Tips & Reminders... 3 Create and Manage... 4 Create a Travel
More informationCertify User Guide PROCESSING EXPENSE REPORTS
Certify User Guide PROCESSING EXPENSE REPORTS Copyright 2017 All Rights Reserved This version is current as of December 31, 2017 For continuously updated instructions, please visit our Help Center within
More informationChrome River Quick Guide: Expense Report
Chrome River Quick Guide: Expense Report 1. In Bengal Web, click on the Chrome River travel channel link. 2. Log into Chrome River. 3. From the Dashboard, in the upper right corner, click the + NEW button.
More informationAdding and Editing Chapter and Adviser Information Logging in for the first time (Existing chapters)... 2
Chapter Advisers CONTENTS Adding and Editing Chapter and Adviser Information... 2 Logging in for the first time (Existing chapters)... 2 How to edit a chapter s information:... 2 How to view all chapter
More informationTravel and Expense Management Training Manual
Travel and Expense Management Training Manual AP & Travel Colorado School of Mines Chris Stuart Tolford - 303.273.3274 Mane Poghosyan - 303.273.3976 aptravel@mines.edu Contents Logging in to TEM... 3 How
More informationCertify User Guide CREATING & SUBMITTING EXPENSE REPORTS
Certify User Guide CREATING & SUBMITTING EXPENSE REPORTS Copyright 2018 All Rights Reserved This version is current as of July 1, 2018 For continuously updated instructions, please visit our Help Center
More informationCERTIFY Travel & Expense Reporting System. November 2018
CERTIFY Travel & Expense Reporting System November 2018 CERTIFY CI s New Travel Booking and Expense Reporting System BASIC USER Basic User in Certify is someone with an Employee Role who creates and submits
More informationCREATING & SUBMITTING EXPENSE REPORTS. Myrna Sta Ana Accounts Payable
CREATING & SUBMITTING EXPENSE REPORTS Myrna Sta Ana Accounts Payable Certify Homepage This is your Homepage in Certify. My Certify Wallet all receipts and expenses reside here once you have added them
More informationPurchasing Card Cardholder View & Review Transactions
Form or Screen: PaymentNet Updated: 7/27/16 Business Use: Procurement Cards (P-Cards) are used as a purchasing vehicle by DPS schools and department administrators. The PaymentNet application allows the
More informationQuick Reference: Entering YourEncore Time & Expense (in iaccess)
Quick Reference: Entering YourEncore Time & Expense (in iaccess) The quickest way to get acquainted with logging into iaccess and submitting timesheets or expense reports is to view our instructional videos.
More informationCreate Expense Report (Net-Card or Employee Paid)
Create Expense Report (Net-Card or Employee Paid) All employees are responsible for ensuring that their Expense Reports are complete, accurate and adhere to the expense reimbursement requirements of CUNY,
More informationConcur Travel & Expense Frequently Asked Questions
What is Concur Travel & Expense? How do I log in to Concur Travel & Expense? What should I do the first time I log into Concur Travel & Expense? What are the required fields on the profile page? What if
More informationCONCUR EXPENSE GUIDE. For Approvers/Travelers
CONCUR EXPENSE GUIDE For Approvers/Travelers A comprehensive guide for the approver and traveler users of Arkansas State University s Concur Expense System Nikki Turner Created 01/15/2018 Contents INTRODUCTION...
More informationCreate an Expense Report from a Travel Authorization (Apply a Cash Advance)
Create an Expense Report from a Travel Authorization (Apply a Cash Advance) If a Travel Authorization is created for a trip, the Expense Report MUST be created FROM that Travel Authorization. Follow the
More informationUNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL - 1 -
UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL d - 1 - SumTotal (version 2013 02.02) User Manual Table of Contents FOREWORD... - 3-1. ACCESSING THE PERSONAL REIMBURSEMENT SYSTEM...
More informationHow to Create an Expense Report Basic
How to Create an Expense Report Basic Before creating your expense report, you should convert all receipts to PDF, JPEG, PNG, or TIF format and save them either to your desktop or in the Available Receipts
More informationConcur Standard Basic End-User Guide. Concur Technologies Version 1.0
Concur Technologies Version 1.0 April 14, 2014 Document Revision History Date Description Version Author 04/14/2014 1.0 Concur Proprietary Statement This document contains proprietary information and data
More informationEmployee Expense Submission Guide
Employee Expense Submission Guide Expense Submission 2.4 Published October 2018 v2.4 Table of Contents First-Time Registration... 3 Submitting Expenses... 4 Employee Expenses... 6 Entering Your Expense
More informationEnrollment in Benefit Plans with FlexSource. FlexSource, LLC NEXT STEPS. Filing Claims
Enrollment in Benefit Plans with FlexSource NEXT STEPS Filing Claims Now that you have enrolled in one or more of your employer s flexible benefits plans, you may begin to file claims against your enrolled
More informationEXPENSE Training Guide. Quick Start Guide
EXPENSE Training Guide Quick Start Guide Table of Contents... 2 Launching and Logging in to the Chrome River Application... 2 First Log In... 2 Creating a New Pre-Approval Request..3 Creating a New Expense
More informationTRAVEL AND EXPENSE CENTER REPORTS USER GUIDE
TRAVEL AND EXPENSE CENTER REPORTS USER GUIDE Please note: This user guide is intended for online use, and has a number of embedded links. Printing of these documents is discouraged, as they are updated
More informationUser Guide. Customer Self Service (CSS) Web Application Progress Software Corporation. All rights reserved.
User Guide Customer Self Service (CSS) Web Application 1993-2017 Progress Software Corporation. Version 2.1 March 2017 Table of Contents Welcome... 3 Accessing the Customer Self Service (CSS) Web Application...
More informatione-reimbursement Training SFS 9.2 Upgrade
e-reimbursement Training SFS 9.2 Upgrade Login Open an internet browser (Firefox seems to be most compatible) Go to the UWL Website Homepage Click on A-Z directory Scroll down and click on Business Services
More informationCompleting an online Application in GATE for Individuals
Completing an online Application in GATE for Individuals Follow these instructions to complete the applicant profile before moving on to the application form. Overview: The Applicant Profile includes general
More informationChromeRiver. Step One: Delegate Access
This guide will walk you through the basics of using the ChromeRiver application at BGSU to request business travel and entertainment reimbursement or reconcile pcard purchases. The instructions found
More informationUNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL
UNIVERSITY OF LETHBRIDGE ONLINE PERSONAL REIMBURSEMENT SYSTEM USER MANUAL SumTotal (version 2013 02.02) User Manual Table of Contents FOREWORD... 3 1. ACCESSING THE PERSONAL REIMBURSEMENT SYSTEM... 3 2.
More informationTEAM MEMBER YARDI VENDOR CODE SETUP:
Expense Reports Introduction: ExpenseAnywhere is a web-based expense management system that Greystar has contracted with for employees to fill out, submit and approve expense reports electronically and
More informationFlexiPurchase. Staff Reimbursements User Guide
FlexiPurchase Staff Reimbursements User Guide Updated February 2011 U:\... \Massey FlexiPurchase Staff Reimbursements February 2011.doc Table of Contents Introduction... 3 Getting Access to FlexiPurchase...
More informationFlex Reg For Learning & Development and Wellness programs
Flex Reg For Learning & Development and Wellness programs Office of Human Resources 08/01/2014 Table of Contents General Information... 2 Logging In to Flex Reg... 3 Search Courses and Build Schedule...
More informationCreating a Domestic Expense Report
Creating a Domestic Objective: In this section we will go over the steps in detail on how to create an 1. Hover over the + New button near the top of the screen, and select Start a Report. OR click on
More informationCertify User Guide APPROVING EXPENSE REPORTS
Certify User Guide APPROVING EXPENSE REPORTS Copyright 2018 All Rights Reserved This version is current as of October 1, 2018 For continuously updated instructions, please visit our Help Center within
More informationCreate a Travel Authorization from a Blank Form. A Travel Authorization must be created in order to receive a cash advance.
Create a Travel Authorization from a Blank Form A Travel Authorization must be created in order to receive a cash advance. Travel Authorization s are required for the following reasons: When a maximum
More informationActivePay CARDHOLDER GUIDE
ActivePay CARDHOLDER GUIDE PNC - ACTIVEPAY CARDHOLDER TRAINING MANUAL TABLE OF CONTENTS Accessing the PNC ActivePay Web Application 2 Self Registration for Cardholders.. 3 Forgotten Username or Password
More informationExpenses & Reimbursement
CREATE A NEW EXPENSE REPORT Purpose: The purpose of this task is to create an expense report from scratch. Helpful Hints: This task is used to request reimbursement for travel. Reimbursements also include
More informationCONCUR REQUEST GUIDE. For Approvers/Travelers
CONCUR REQUEST GUIDE For Approvers/Travelers A comprehensive guide for approver and traveler users in Arkansas State University s Concur Request System Nikki Turner Updated July 2018 Contents INTRODUCTION...
More informationConcur Expense Non-Travel Manual
Concur Expense Non-Travel Manual To get started on creating an expense report for reimbursement, log into MySLU and click on the Suitcase Cliqbook & Concur Expense icon in your TOOL tab. To start a new
More informationAction Items Definitions of Activity Status How to Resubmit an Incomplete Activity How to Find Incomplete Activities...
Contents Quick Reference Guide... 3 Accepting Terms and Conditions... 3 Fund Balances... 5 Setting a Proxy... 6 Email Notifications... 9 Banking Details and Partner Payments... 9 Claim Updates to Paid
More informationIntegraFlex Employee Portal. Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account
IntegraFlex Employee Portal Simplify your healthcare finances with convenience, online access to your tax-advantaged benefit account 1 IntegraFlex Employee Portal Contents Getting started... 2 Registration...
More informationCREATING A PAYMENT REQUEST FOR A NEW VENDOR
CREATING A PAYMENT REQUEST FOR A NEW VENDOR HOW TO PAY AN INVOICE FOR A NEW VENDOR 1 CREATING A PAYMENT REQUEST Click on the Invoice tab at the top of your 'My Concur' homepage This brings you to the invoice
More informationConcur Expense User Guide
Concur Expense User Guide Table of Contents What is Concur?... 2 What Can You Use it For?... 2 Logging onto Concur... 3 Exploring the Home Page... 4 Reviewing and Updating Your Expense Profile... 5 Expense
More informationCHROME RIVER GETTING STARTED
CHROME RIVER GETTING STARTED Chrome River Glossary Allocation: Index(es) that will be Charged for Expenses Alternate Email Address: Additional Email address(es) you will use to send images to Chrome River
More informationExpense: Process Reports
Expense: Process Reports User Guide for Standard Edition Applies to these SAP Concur solutions: Expense Professional/Premium edition Standard edition Travel Professional/Premium edition Standard edition
More informationA NS Financials Self Service Portal is becoming available in myunsw. Staff who wish to use self service can now: QUICKLINKS
A NS Financials Self Service Portal is becoming available in myunsw. Staff who wish to use self service can now: enter and submit their own expense claims reconcile their own credit cards submit the paperwork
More informationMarch 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR
March 18, 2019 SUBMITTING TRAVEL PLANS USING CONCUR 1 Contents Logging into Concur... 3 Concur Home Page... 4 Updating Profile (Personal Information)... 5 Travel Tab (Getting estimates for air, hotel,
More informationPLEXUS PAY PORTAL YOUR HOW-TO GUIDE
PLEXUS PAY PORTAL YOUR HOW-TO GUIDE - 1 - Table of Contents Activate Account Activating Your Pay Portal Account 3 Navigating your Plexus Pay Portal 8 Managing your funds 17 Activating your Prepaid Card
More informationInvoice QuickStart Guide
Invoice QuickStart Guide Table of Contents Working with Payment Requests Manually Creating a Payment Request from an Existing Vendor Creating a Recurring Payment Request Adding Distributions to a Payment
More informationPersonalized Prospecting Folders
Personalized Prospecting Folders User Guide Login existing users Existing users can login and proceed to the product catalogue Click here to re-set your password if you forget Login new users New users
More informationCREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM
CREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM HOW TO PAY AN INVOICE 1 CREATING A PAYMENT REQUEST Click on the Invoice tab at the top of your My Concur homepage This will bring you to the invoice module
More informationConcur Getting Started QuickStart Guide. Concur Technologies Version 1.2
Concur Technologies Version 1.2 May 12, 2016 Page 1 Document Revision History Date Description Version Author 05/12/2016 converted to new template 1.2 Concur Proprietary Statement These documents contain
More informationConcur - Create an Expense Report Last Updated: June 2017
Concur Expense Report Expense reports are used to claim for individual reimbursements for staff, faculty, guest and students. This includes travel expenses (per diems) and/ or reimbursements for any out
More informationCONTENTS. SETUP SECURITY ENHANCEMENTS Existing User New User (Enrolled by Employer or Self)... 18
FSA EMPLOYEE WEBSITE GUIDE CONTENTS BROWSER COMPATIBILITY... 2 ONLINE ENROLLMENT... 3 Online Enrollment Process... 3 Online Enrollment Option for Existing Employees... 11 REGISTERING YOUR ACCOUNT FOR ONLINE
More informationJackson State University
Jackson State University WWW.JSUMS.EDU/BANNER Travel and Expense EDIT EDIT Click the Profile tab. Click the Edit ( ) icon for the E-Mail Click any item in the list to select that item. Click the Select
More informationQuick Reference Card Create a Mileage Only Expense Report in Concur Travel and Expense for County Extension Offices
Use this QRC when completing a mileage only expense report. Quick Reference Card LOG IN TO CONCUR Go to the Employee Portal at www.purdue.edu/employeeportal Choose Travel System (Concur). Log in using
More informationPayment Calculator Data Pages
Payment Calculator Data Pages The Data Pages are a feature housed within the Strategic Sourcing module. They contain information about project parameters taken directly from the application and are used
More informationUser Guide for PGA Tour: The Submitter Role
User Guide for PGA Tour: For Employees who Submit their Expenses with ExpensAble Corporate If you are an employee who is using ExpensAble Corporate to submit your travel & entertainment expenses, this
More informationConcur Getting Started QuickStart Guide. Concur Technologies Version 1.3
Concur Technologies Version 1.3 January 23, 2017 Page 1 Document Revision History Date Description Version Author 05/12/2016 11/30/2016 converted to new template updated proprietary statement 1.2 Concur
More informationKitsap County Online Permit Center How to Log In and Apply for a Right-of-Way Permit
Kitsap County Online Permit Center How to Log In and Apply for a Right-of-Way Permit Step 1: Go to https://co-kitsap-wa.smartgovcommunity.com/applicationpublic/applicationhome For new users select Sign
More informationConcur California State University, Stanislaus Financial Services
Concur California State University, Stanislaus Financial Services Employee Reimbursements Non-Travel Accounts Payable 1 Table of Contents Getting Started... 3 Set up your Profile... 5 Enter your Information...
More informationTravelers Guide for Concur
Travelers Guide for Concur Preparing travel Requests, cash advances, and travel Expense Reports Youngstown State University does not discriminate on the basis of race, color, national origin, sex, sexual
More informationDIRECTIONS FOR JP MORGAN CHASE P-CARD RECONCILIATION
DIRECTIONS FOR JP MORGAN CHASE P-CARD RECONCILIATION Monthly reconciliations of card accounts requires two main steps-1. Generating a hard copy expense report, which must be signed by cardholder and supervisor;
More informationConcur's mobile app iphone
Introduction to... Concur's mobile app iphone Version 9.52 February 9 2018 Applies to these Concur solutions: Expense in Travel & Expense Travel Travel in Travel & Expense Invoice Request You can use Concur
More informationCreate Travel Authorization (Net-Card)
Create Travel Authorization (Net-Card) The employee or their proxy will create a Travel Authorization in CUNYfirst. All out-of-town travel requires an approved Travel Authorization in CUNYfirst prior to
More informationQuickStart Guide Concur Travel & Expense
QuickStart Guide Concur Travel & Expense Proprietary Statement This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc., Redmond, Washington.
More informationEmployee Portal New User Guide
Employee Portal New User Guide Your Guide to Getting Started on the Employee Portal CONTENTS Getting Started... 3 Registration... 3 Secure Authentication... 3 Your First Login... 3 Navigating Your Online
More informationHernando County School District
Hernando County School District Quick User Guide for Regions Intersect Regions Intersect- Quick User Guide for Distributed Cards Page 1 ACCESSING REGIONS INTERSECT Initial access to the Regions Intersect
More informationCheck Request with Image Upload Feature
Check Request with Image Upload Feature 11/27/12 The Check Request with Image Upload feature allows departments to upload scanned images for Accounts Payable and SPA instead of sending supporting documentation
More informationHCPIR Job Aid Massage Therapy Submissions. Purpose. Overview
Purpose As of April 1, 2019, the Health Care Provider Invoicing and Reporting (HCPIR) application is available to support Massage Therapy practitioners. The HCPIR application is designed to streamline
More informationCreating an Expense Report with PeopleSoft Travel & Expenses
Creating an Expense Report with PeopleSoft Travel & Expenses Contents Creating an Expense Report for Travel Reimbursement...1 Accessing Travel and Expenses...1 Entering an Expense Report...1 Entering Your
More informationWelcome. Welcome to ExpensAble. Features of ExpensAble
User Guide 0 Insperity Expense Management 2211 Michelson Suite 520 Irvine California 92612 T: 888.536.6200 www.insperity.com/products/expense-management Welcome This chapter provides an introduction to
More informationMy SmartCare Online Portal
My SmartCare Online Portal Your reimbursement management portal from Benefit Coordinators Corporation (BCC). Customer Service Call Center: 800-685-6100 M-Thurs: 8:00am - 8:00pm ET / F: 8:00am - 6:00pm
More informationRECONCILING IN SMARTDATA
A GUIDE FOR ALL USERS AUGUST 30, 2016 ARIZONA WESTERN COLLEGE By Peggy Hayes Once you are logged in to SmartData, you will see your Home Screen. If you have multiple roles in the system, such as Cardholder,
More informationSMU Financials Created on April 29, 2011
Created on April 29, 2011 Notice 2011, Southern Methodist University. All Rights Reserved. Published 2011. The information contained in this document is proprietary to Southern Methodist University. This
More informationMeritain Connect User Manual. for Employees. 1 Meritain Connect User Guide for Employees
Meritain Connect User Manual for Employees 1 Meritain Connect User Guide for Employees Contents Introduction... 4 Accessing Meritain Connect... 5 Logging In... 5 Forgot Password... 6 Registration Process...
More informationConcur Request User Guide
Concur Request User Guide Table of Contents What is Concur?... 2 What Can You Use it For?... 2 Request... 2 Travel... 2 Expense... 2 Who Can Use it?... 2 Logging on to Concur... 3 Exploring the Home Page...
More informationCreating a Travel and Expense Claim User Guide
Creating a Travel and Expense Claim User Guide Creating a Travel and Expense Claim Procedure Follow the steps outlined below to create a Travel and Expense Claim in Western Financials, a module of PeopleSoft.
More informationEntering a Grants Travel Reimbursement Request
Entering a Grants Travel Reimbursement Request In this Quick Reference Guide we will give you the steps on how to enter an Expense report for Grants travel Reimbursement. 1. Logon to Oracle Applications
More informationPetty Cash Last update: October 15, 2012
Last update: October 15, 2012 Copyright 2008 Case Western Reserve University Page 1 This business process demonstrates how a department can enter petty cash receipts and add backup documentation. Disbursement
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 informationStep-by-Step Guide: Submitting a Concur Expense Report. Before You Begin:
Step-by-Step Guide: Submitting a Concur Expense Report Before You Begin: This guide assumes you have already logged into Concur for the first time and updated your profile. If you are unsure of how to
More informationCreating a New Expense Report from My Concur Homepage
Creating a New Expense Report from My Concur Homepage Expense Tab will take you to the Expense Module Active Work Pane where you can click on New Expense Report Log into Gibson Online to access your My
More informationConcur Expense QuickStart Guide. Concur Technologies Version 1.6
Concur Expense QuickStart Guide Concur Technologies Version 1.6 November 30, 2016 2004 2016 Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur Expense
More informationExpense Reimbursement System (ERS) Frequently Asked Questions
General Questions What is the ERS? What is Concur? Do I have to use the ERS? Why should I use the ERS? How do I log in? What is workflow? Which browsers are supported? What types of expenses is the ERS
More informationPROST USER GUIDE FOR VENDORS
PROST USER GUIDE FOR VENDORS Revised 06/18/2018 Introduction Setup Welcome Email Account Verification Vendor Login Preferences Services Provided Voucher Voucher Inbox Invoice Inbox Security My Profile
More informationReceipt Gallery. Receipt Gallery Instructions. Page 1 of 11
Page 1 of 11 Receipt Gallery The Receipt Gallery is accessible from the main menu (via the ereceipts button) and the Add Expenses panel and contains all the emailed receipt images sent to receipt@chromefile.com,
More informationConcur Expense QuickStart Guide. SAP Concur Technologies Version 1.7
Concur Expense QuickStart Guide SAP Concur Technologies Version 1.7 July 18, 2018 2004 2018 SAP Concur. All rights reserved. 1 Document Revision History Date Description Version Author 08/22/2014 Concur
More informationVISUAL ARTS & NEW MEDIA INDIVIDUAL PROJECTS
VISUAL ARTS & NEW MEDIA INDIVIDUAL PROJECTS INSTRUCTIONS FOR GATE ONLINE APPLICATIONS If you are a FIRST-TIME user, please read through the guide in full BEFORE starting your application. If you a RETURNING
More informationBBP Admin Participant Portal. Simplify your healthcare finances with convenient, online access to your tax-advantaged benefit account
BBP Admin Participant Portal Simplify your healthcare finances with convenient, online access to your tax-advantaged benefit account 1 BBP Admin Participant Portal Contents Getting started... 2 Registration...
More informationUser Guide on SkillsFuture Credit (Individuals)
User Guide on SkillsFuture Credit (Individuals) Table of Contents 1 Login... 3 2 View My Account Summary... 5 3 Submit a Claim... 7 3.1 Submitting a Claim for Training Exchange Courses... 7 3.2 Submitting
More informationYour guide to
Your guide to www.mypayflex.com PayFlex Systems USA, Inc. 10802 Farnam Drive *Omaha, NE 68154 800.284.4885 * www.mypayflex.com Table of Contents Home Page for www.mypayflex.com...3 How do I login to www.mypayflex.com...4
More informationHR_200 Human Resources Overview. Day Trip. SAP Travel Document Solution - TRIP. Day Trip - SAP Travel Document Solution TRIP
HR_200 Human Resources Overview Day Trip SAP Travel Document Solution - TRIP 1 TRIP Overview Trip is an SAP travel document solution designed to streamline the creation, submission, approval, and payment
More informationEmployee User Guide What Employees Need to Know About Using the Burnham & Flower Wealthcare
Employee User Guide What Employees Need to Know About Using the Burnham & Flower Wealthcare Table of Contents Getting started...2 My accounts...3 My expenses...13 Communications...15 Enrollment...17 Resources...21
More informationConcur Travel & Expense EXPENSE REPORT
Concur Travel & Expense EXPENSE REPORT Overview Overview Creating an Expense Report Attaching Receipts/Attachments Allocation Expense Report Submission Expense Report Approval Workflow Processing Overview
More informationSteps to Create an Expense Report (ER) in CUNYfirst:
Steps to Create an Expense Report (ER) in CUNYfirst: All CUNY, NY State and NY City guidelines/regulations pertaining to the use of tax levy funds are in effect and they must be strictly adhered to when
More informationCONCUR REQUEST GUIDE. For Delegates/Travelers
CONCUR REQUEST GUIDE For Delegates/Travelers A comprehensive guide for the delegate and traveler users of Arkansas State University s Concur Request System Nikki Turner Created 01/15/2018 Contents INTRODUCTION...
More informationPayments. Treasurer Workshop
Payments Treasurer Workshop www.purdue.edu/boso COOL LOG IN Log in to My Purdue Cool Main Page Choose the Organization Name and Account you wish to use. Some students are in multiple clubs or have multiple
More informationYour guide to
Your guide to www.mypayflex.com PayFlex Systems USA, Inc. 700 Blackstone Centre *Omaha, NE 68131 800.284.4885 * www.mypayflex.com Table of Contents Home Page for www.mypayflex.com...3 How do I login to
More informationSupervisors of Elections DOS Online Grants System User Manual
Supervisors of Elections DOS Online Grants System User Manual Last Updated 1/18 OVERVIEW DOS Grants is the online application and management system for grants offered by the Department of State s Divisions
More informationGUIDELINES ON BASIC BUSINES PORTAL TRANSACTIONS. Cards and E-Banking Division. January 2016
National Bank of Malawi GUIDELINES ON BASIC BUSINES PORTAL TRANSACTIONS By Cards and E-Banking Division January 2016 1 Contents Page Logging on to Business Portal.. 3 Creation of Beneficiaries in Business
More informationSAP Concur's mobile app iphone
Introduction to... SAP Concur's mobile app iphone Version 9.64 December 26, 2018 Applies to these SAP Concur solutions: Expense in Travel & Expense Travel Travel in Travel & Expense Invoice Request You
More informationDelegated Official Registration Delegated Official Registration
Delegated Official Registration Delegated Official Registration The following walk-thru will assist a user in registering to become a Delegated Official. EUS is only able to assist the account owner in
More information