Travel Activities Creating a Cash Advance

Size: px
Start display at page:

Download "Travel Activities Creating a Cash Advance"

Transcription

1 Travel Activities Creating a Cash Advance Overview: Understanding How to Create a Cash Advance In this topic, you will learn the steps to create a cash advance. OMNI Security Role Required: FSU_TE_TRAVEL_REP Procedure Scenario: In this topic, you will learn the steps to create a Cash Advance. Key Information: Employee Name Employee ID Travel Authorization Information Page 1

2 1. Click the Financials 9.1 link. 2. Click the Main Menu button. 3. Hover over Employee Self-Service, then click the Travel and Expense Center menu. 4. Click the Create Cash Advance link. Step 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. A Travel Authorization MUST be completed prior to the Cash Advance report. The Description and T-Auth ID from the Travel Authorization should be included in the Cash Advance report (populated, respectively, in the Description and Reference fields). Page 2

3 9. In order to access the Travel Authorization associated with this Cash Advance first click the New Window link. Page 3

4 10. Click the Main Menu button. 11. Hover over Travel and Expenses, and click the Travel and Expense Center link. Step 12. Click the View Travel Authorization link. Step 13. Click the Search by list. Page 4

5 14. Choose any of the options seen in this menu to search for a traveler. For the purpose of this example, click the Name list item. 15. Enter the desired traveler's name or ID, according to the search option chosen. 16. Click the Search button. 17. Select the appropriate Travel Authorization from the list. Step 18. Copy the Travel Authorization Description. 19. Navigate back to the the Create Cash Advance Report screen and paste the Travel Authorization Description into the Cash Advance Description field. Page 5

6 20. Click the Business Purpose list. Page 6

7 21. Select the item from the list that matches the Business Purpose on the related T- Auth. 22. Enter information into the Comment field. 23. In order to retrieve the T-Auth ID, navigate back to the Travel Authorization screen. Page 7

8 24. Copy the Authorization ID. 25. Navigate back to the the Create Cash Advance Report screen. 26. Paste the T-Auth ID into the Cash Advance Reference field. Page 8

9 27. Click the Source list. 28. Click the Electronic Funds Transfer list item. NOTE: Travel does not process checks for Cash Advances, so Electronic Funds Transfer will always be the appropiate Source. Page 9

10 29. Enter a brief description of the Cash Advance nto the Description field. 30. Enter the Cash Advance amount being requested into the Amount field. NOTE: The Cash Advance can never exceed the amount of the related Travel Authorization. 31. Cash Advance reports should never have multiple lines. 32. Use the Save for Later button to save work and continue working at a later time. This action will not submit the Cash Advance Report. 33. Once the Cash Advance Report is complete, click the Submit button to begin the approval process. Page 10

11 34. Click the OK button. 35. The Cash Advance Report ID will now appear as the Authorization ID at the top of the page. Pay special attention to this ID. The Cash Advance Report will now route to the designated approvers (based on the traveler s active appointment's department) and then to the Prepay Auditor Page 11

12 36. Click the Home link. 37. Congratulations! You have completed the topic. End of Procedure. Page 12

Travel Activities Creating an Expense Report From a T-Auth

Travel Activities Creating an Expense Report From a T-Auth Travel Activities Creating an Expense Report From a T-Auth Overview: Understanding How to Create an Expense Report from a Travel Authorization In this topic, you will learn the steps to create an Expense

More information

Travel Activities Creating a Travel Card Expense Report

Travel Activities Creating a Travel Card Expense Report Travel Activities Creating a Travel Card Expense Report Overview: Understanding How to Create a Travel Card Expense Report In this topic, you will learn the steps to create an Expense Report for Travel

More information

Travel Training Creating a Travel Authorization

Travel Training Creating a Travel Authorization Creating a Travel Authorization Overview: Understanding the Creating a Travel Authorization Process All travel requires a Travel Authorization to be completed in OMNI prior to the date of travel. A Travel

More information

Step 1 Log In. Step 1 Log In. How to Create an Expense Report for Non-Travel Reimbursement. Enter User ID Enter Password Click Sign In Button

Step 1 Log In. Step 1 Log In. How to Create an Expense Report for Non-Travel Reimbursement. Enter User ID Enter Password Click Sign In Button How to Create an Expense Report for Non-Travel Reimbursement This job aid outlines the steps to create an Expense Report for a Non-Travel Reimbursement. May be used when there is an emergency situation

More information

Payment Request Entry

Payment Request Entry Payment Request Entry Log into PeopleSoft Financials Navigation: Main Menu>Employee Self-Service>Payment Request Center Click Create 1 Summary Information Step 1 of 4 Invoice Number: o If the invoice has

More information

Steps on How to Create Cash Advances

Steps on How to Create Cash Advances FAST Travel System Guide: How to Create Cash Advances Purpose: Definition: Navigation: Notes: To provide instructions on how to create Cash Advances (CAs) in the FAST Travel module. Cash Advance - In some

More information

Review Expense History

Review Expense History File Name Date Modified 10/19/2008 Last Changed by ASDS Status Final Review Expense History.doc Review Expense History Concept Employees can review Travel and Expense reimbursement vouchers electronically

More information

Create Travel Authorization (Net-Card)

Create 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 information

Purchasing Activities Suggesting a New Vendor

Purchasing Activities Suggesting a New Vendor Purchasing Activities Suggesting a New Vendor Overview: Understanding the Suggesting a New Vendor Process This tutorial shows the step-by-step processes for suggesting a new vendor while creating a Requisition

More information

Create Expense Report (Net-Card or Employee Paid)

Create 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 information

Travel Authorization Procedure

Travel Authorization Procedure Travel Authorization Procedure The purpose of a Travel Authorization (TA) is to estimate the total expense of a trip by specific expense categories (such as airfare, hotel, etc.), and identify the funding

More information

Fluid Homepages in PeopleSoft Financials

Fluid Homepages in PeopleSoft Financials Fluid Homepages in PeopleSoft Financials PeopleSoft Financials introduced a new Fluid User Interface in Release 5.30. The Fluid Interface is designed to adapt easily to various devices, including mobile

More information

Create 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. 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 information

Instruction Guide. Create a Travel Authorization

Instruction Guide. Create a Travel Authorization This guide is designed for individuals responsible for submitting his or her own travel transactions or travel transactions for others. To complete these tasks, you must have the UF_EX_EMPLOYEE security

More information

Approve, Send Back, or Deny Travel Expenses

Approve, Send Back, or Deny Travel Expenses This Job Aid shows how to approve, send back for revision, or deny travel expense forms submitted online by your staff. These forms are used to prepay job related travel expenses, as well as to reimburse

More information

This Job Aid begins on the screen you see immediately after logging into PeopleSoft Financials.

This Job Aid begins on the screen you see immediately after logging into PeopleSoft Financials. CBI Expense Report Community Based Instruction This Job Aid walks you through the steps of creating and submitting an online form to apply for reimbursement for expenses related to the Community Based

More information

Expense Report Entry-Job Aid

Expense Report Entry-Job Aid Expense Report Entry-Job Aid Contents Creating an Expense Report (ER)... 1 Select employee for whom ER is being entered... 1 Copy from Travel Authorization (if applicable)... 3 Enter Header Information...

More information

Expense Report Entry-Job Aid

Expense Report Entry-Job Aid Expense Report Entry-Job Aid Contents Creating an Expense Report (ER)... 1 Select employee for whom ER is being entered... 1 Enter Header Information... 3 Enter Expense Line information... 5 Default Accounting...

More information

Entering a Grants Travel Reimbursement Request

Entering 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 information

PEOPLESOFT TRAVEL AUTHORIZATION AND EXPENSE MODULE. 1) Open your Internet Browser to the BYUH.EDU website

PEOPLESOFT TRAVEL AUTHORIZATION AND EXPENSE MODULE. 1) Open your Internet Browser to the BYUH.EDU website PEOPLESOFT TRAVEL AUTHORIZATION AND EXPENSE MODULE 1) Open your Internet Browser to the BYUH.EDU website 2) Click on my/byuh on top right of website 3) Log in using your CES ID and your Password 4) Click

More information

OMNI BI Reporting Training

OMNI BI Reporting Training Training Running Departmental Ledgers (CG, CAP, CS) Overview: Understanding Running Departmental Ledgers Process for Sponsored Research, Cost Share, and Capital Projects Departments: The Departmental Ledgers

More information

ExpenseWire User Guide Submitters Edition Creating an Expense Report

ExpenseWire User Guide Submitters Edition Creating an Expense Report ExpenseWire User Guide Submitters Edition Creating an Expense Report 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

More information

(epaf) Training Guide

(epaf) Training Guide 2017-2018 Electronic Personnel Form (epaf) University of Massachusetts Boston Human Resources Department Revised September 2017 epaf (Electronic Personal Form) Electronic personnel action form (epaf) is

More information

SMART JOURNAL MANUAL 9.2

SMART JOURNAL MANUAL 9.2 SMART JOURNAL MANUAL 9.2 Table of Contents Smart Journal Entry... 3 Smart ERP Gadgets... 7 2 Smart Journal Entry Introduction Smart Journal is a tool that facilitates the cash transfer process for those

More information

Employee Self-Service

Employee Self-Service Employee Self-Service Overview: Understanding How to Update Personal Information In this topic, you will find detailed information on how to update your personal information within OMNI. Personal information

More information

Managing Company Policy

Managing Company Policy Managing Company Policy End users with Manage Company Policy rights can manage the Company Policy on behalf of the company. The Company Policy can be edited, but never deleted. Company administrators with

More information

Creating and Submitting a Fluid Expense Report in PeopleSoft Financials

Creating and Submitting a Fluid Expense Report in PeopleSoft Financials Creating and Submitting a Fluid Expense Report in PeopleSoft Financials PeopleSoft Financials introduced a new Fluid user interface in Release 5.30. PeopleSoft fluid pages are designed to scale gracefully

More information

Create and Submit an Expense Report

Create and Submit an Expense Report Expenses: Create and Submit an Expense Report For employees creating and submitting an expense report Purpose: How to Access: Create and submit an expense report. Log into the Bear Trax application. Select

More information

Job Aid Submit a Direct Retro at UCLA

Job Aid Submit a Direct Retro at UCLA October 10, 2018 UCLA UCPATH Job Aid Submit a Direct Retro at UCLA Submit a Direct Retro Use this to submit a direct retro transaction. Direct Retros are used to move salary expense in UCPath from one

More information

TRAVEL AND EXPENSE CENTER REPORTS USER GUIDE

TRAVEL 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 information

Travel and Expense Module FAQs

Travel and Expense Module FAQs 1. When I go to Create a Travel Authorization or Expense Report I get an error message stating You are not authorized to access this component. You are most likely using the wrong menu path in Financials

More information

TRAVEL AUTHORIZATIONS

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 information

Correcting BAH. In Range Correction 2 Out-Of-Range Correction 6. Introduction. Before you begin. LPC Row. In Range vs. Out-of-Range. Timing.

Correcting BAH. In Range Correction 2 Out-Of-Range Correction 6. Introduction. Before you begin. LPC Row. In Range vs. Out-of-Range. Timing. Correcting BAH Introduction This guide provides the procedures for Correcting BAH transactions in Direct Access. This includes changes to the effective date, BAH Change, BAH Qtr Status or Zip Code. This

More information

Create an Expense Report from a Travel Authorization (Apply a Cash Advance)

Create 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 information

[Submitting a Travel Authorization]

[Submitting a Travel Authorization] [] This guide is designed for those individuals responsible for submitting travel transactions for themselves (must have the role UF_EX_Traveler) or others (must have the role UF_EX_Originator). This is

More information

IACUC Researcher s Quick Reference

IACUC Researcher s Quick Reference IACUC Researcher s Quick Reference Navigation and Basic Tasks When you first log in, you will be on the My Inbox page. This topic lists where to find submissions and the basic tasks you will perform. Where

More information

Known Issue: KI9.2-73_EX Creating Travel Authorization from a Template Causes Accounting Details to be Blank

Known Issue: KI9.2-73_EX Creating Travel Authorization from a Template Causes Accounting Details to be Blank Known Issue: KI9.2-73_EX Creating Travel Authorization from a Template Causes Accounting Details to be Blank UPDATED: December 1, 2018 STATUS: RESOLVED IMPACT: As of Release 5.40, dated December 1, 2018,

More information

Steps to Create an Expense Report (ER) in CUNYfirst:

Steps 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 information

e-reimbursement Training SFS 9.2 Upgrade

e-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 information

OMNI GRANTS PROPOSAL APPROVAL WORKFLOW

OMNI GRANTS PROPOSAL APPROVAL WORKFLOW OMNI GRANTS PROPOSAL APPROVAL WORKFLOW OVERVIEW Training/Reference Material Proposal Development Guide creating& submitting a proposal Job Aids short instructions for accomplishing a specific task Overview

More information

Non Tax Levy (NTL) Requests for Payment

Non Tax Levy (NTL) Requests for Payment Non Tax Levy (NTL) Requests for Payment I. WEB INVOICING: Web Invoicing will be used to request payments for: Less than $500 Confirmings for Goods and Services. Consultants and Contractor payments of less

More information

Travel and Expenses: Training Manual

Travel and Expenses: Training Manual Travel and Expenses: Training Manual Department of Finance Table of Contents A. Overview... 2 B. Expense report... 3 1. How to enter an Expense report for reimbursement of expenses paid by yourself...

More information

Running GL Inquiry Reports

Running GL Inquiry Reports Document Generation Date 4/14/2009 Last Changed by Status Final Concept System Office Running GL Inquiry Reports This topic describes how to use GL Inquiry to access current or historical, summary or detailed

More information

Running OMNI Departmental Ledgers Created on 2/27/2013 5:25:00 PM

Running OMNI Departmental Ledgers Created on 2/27/2013 5:25:00 PM Running OMNI Departmental Ledgers Created on 2/27/2013 5:25:00 PM Table of Contents Running OMNI Departmental Ledgers... 1 Page ii Running OMNI Departmental Ledgers Overview: Understanding Running OMNI

More information

Quick Reference Card Completing an Expense Report in Concur Travel and Expense

Quick Reference Card Completing an Expense Report in Concur Travel and Expense Use this QRC when completing an expense report from an approved travel request in Concur Travel and Expense. Log In To Concur Go to the Employee Portal at www.purdue.edu/employeeportal. Choose Travel System

More information

FMSv9.1. Deny and Delete Journal Entry. Procedure

FMSv9.1. Deny and Delete Journal Entry. Procedure FMSv9.1 Deny and Delete Journal Entry Procedure Requesters submit journal entries to budget administrators for approval. In some situations the budget administrator may deny approval then delete the journal

More information

Baptist Health South Florida

Baptist Health South Florida Baptist Health South Florida AP Payment Request Job Aid Table of Contents AP Payment Request... 1 Logging into PeopleSoft Portal... 4 Manage Payment Requests... 6 Enter and Submit Payment Request for Approval...

More information

Concur: Create a Travel Request

Concur: Create a Travel Request Concur: Create a Travel Request Purpose: All travel requires a request (Travel Authorization, T-Auth) for pre-trip approval and to encumber funds prior to traveling. Travel Requests are also used to contact

More information

ShelbyNext Financials: General Ledger Special Reports (Hands On)

ShelbyNext Financials: General Ledger Special Reports (Hands On) ShelbyNext Financials: General Ledger Special Reports (Hands On) [Course F133] Presented by: Bill Ballou Shelby Training Manager 2018 Shelby Systems, Inc. Other brand and product names are trademarks or

More information

PeopleSoft Travel Expenses

PeopleSoft Travel Expenses NOTE: This is a step-by-step Job Aid and cannot fully explain everything about s. For complete knowledge of this topic, you must attend a Mileage training class. Register at: https://ero1.eschoolsolutions.com/user/login.taf?orgid=92103

More information

PeopleSoft Finance System: Step by Step Guide Creating Journal Entries

PeopleSoft Finance System: Step by Step Guide Creating Journal Entries In the PeopleSoft Finance System, there is a central navigation path for all journal entry types, regardless if the journal entry is an actual journal entry, a budget journal entry, etc. Step 1. On the

More information

Approving P Card Expense Report

Approving P Card Expense Report Approving P Card Expense Report These instructions will cover how to approve P Card Expense Report. Requirements: A P Card Goods/Services Expense Report will be required for any goods and/ or service purchases

More information

System Process Document Create, Post, and Review Group Transactions. Department Responsibility/Role File Name

System Process Document Create, Post, and Review Group Transactions. Department Responsibility/Role File Name Department Responsibility/Role File Name Create, Post, and Review Group Transactions_SPD_20141211092841 Revision Document Generation Date Date Modified Last Changed by ctbrand2 12/11/2014 Status 12/11/2014

More information

Quick Reference Card Create a Mileage Only Expense Report in Concur Travel and Expense for County Extension Offices

Quick 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 information

SUBMIT AN ADVANCE REQUEST

SUBMIT AN ADVANCE REQUEST SUBMIT AN ADVANCE REQUEST Step-by-Step Instructions on using the Minerva Menu options All advances must comply with the Reimbursement of Expenses Policy. Prepared by Finance Infrastructure & Support, Financial

More information

Printing the Study Guide

Printing the Study Guide Ceridian Self Service Version 2.4 Printing the Study Guide If you are using a version of Adobe Reader that is prior to 6.0, Ceridian recommends clearing the Shrink oversized pages to paper size check box

More information

Expense Reports. University of Kansas 12/22/2015

Expense Reports. University of Kansas 12/22/2015 2015 Expense Reports University of Kansas 12/22/2015 Table of Contents Create Expense Report... 2 Approval via Module... 30 Send Back via Module... 34 Approval via Email... 39 Send Back via Email... 42

More information

Updating your Profile in Concur for Non-Travelers who Have Procurement Cards

Updating your Profile in Concur for Non-Travelers who Have Procurement Cards Updating your Profile in Concur for Non-Travelers who Have Procurement Cards Some faculty and staff who do not travel or their delegate handles all aspects of their travel will not need to use Concur often.

More information

Parnassus Reports User Guide

Parnassus Reports User Guide Parnassus Financials Contents Overview... 2 Objective... 2 Departmental Activity Report... 2 Departmental Activity Report Process... 2 How to Run Departmental Activity Report... 2 IC Funds Available Detail

More information

ESOA_SPD_

ESOA_SPD_ Department Responsibility/Role File Name Cash Management Reports_Print Grant ESOA_SPD_20150113142241 Revision Document Generation Date Date Modified Last Changed by sbrock 1.13 Status sent for review 1.15

More information

Shared Services Center TRAVEL AND EXPENSE REIMBURSEMENT APPROVING / RETURNING PRE-APPROVAL AND EXPENSE REPORTS

Shared Services Center TRAVEL AND EXPENSE REIMBURSEMENT APPROVING / RETURNING PRE-APPROVAL AND EXPENSE REPORTS Shared Services Center TRAVEL AND EXPENSE REIMBURSEMENT APPROVING / RETURNING PRE-APPROVAL AND EXPENSE REPORTS Purpose: To provide our Chrome River users with brief instructions on how to approve or return

More information

Create an Expense Report for Another Employee Quick Reference

Create an Expense Report for Another Employee Quick Reference In order to complete an expense report for another employee, that employee must first set you up as a substitute in the ERC. Once that has been completed, the first section of this guide explains a Personalization

More information

Using OMNI Security Role Lookup Created on 7/13/2012 2:03:00 PM

Using OMNI Security Role Lookup Created on 7/13/2012 2:03:00 PM Using OMNI Security Role Lookup Created on 7/13/2012 2:03:00 PM Table of Contents Using OMNI Security Role Lookup... 1 Page ii Using OMNI Security Role Lookup Overview: Understanding the OMNI Security

More information

PROTRAV TRIP CREATION DOCUMENT

PROTRAV TRIP CREATION DOCUMENT PROTRAV TRIP CREATION DOCUMENT Contents Create New Trip... 1 Principal Traveler... 1 Trip Essentials Purpose of Travel... 2 Itinerary Destination Where and when travel will take place... 3 Originating

More information

Known Issue: KI9.2-74_EX Default Creation Method of Copy an Existing Report Causes Javascript Error in Fluid Expense Report

Known Issue: KI9.2-74_EX Default Creation Method of Copy an Existing Report Causes Javascript Error in Fluid Expense Report Known Issue: KI9.2-74_EX Default Creation Method of Copy an Existing Report Causes Javascript Error in Fluid UPDATED: STATUS: IMPACT: RESOLVED As of Release 5.40, dated, an Oracle fix has been applied

More information

Transfer epar TABLE OF CONTENTS GUIDE

Transfer epar TABLE OF CONTENTS GUIDE Transfer epar 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 they are updated frequently

More information

Click IACUC Researcher s Quick Reference

Click IACUC Researcher s Quick Reference Click IACUC Researcher s Quick Reference Before You Create a Protocol... Create a Research Team... Check for Existing Building Blocks... Create Building Blocks... 4 Create and Submit a Protocol... 5 Respond

More information

Creating a Travel and Expense Claim User Guide

Creating 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 information

Creating an Expense Report with PeopleSoft Travel & Expenses

Creating 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 information

TDY Supplemental Settlement

TDY Supplemental Settlement TDY Supplemental Settlement Introduction This guide provides the procedures for submitting a TDY Supplemental Settlement in TPAX. Before you Begin After completing a supplemental settlement, you will be

More information

Overview. Table of Contents. Employee/Student Reimbursement

Overview. Table of Contents. Employee/Student Reimbursement Overview Vouchers are used to reimburse employees and students for universityrelated expenses. Before making a purchase, the student or employee should verify that the expense is eligible for reimbursement.

More information

Creating a Reimbursement Request

Creating a Reimbursement Request Working with Reimbursement Requests Quick Start Guide If your organization is set up to use reimbursement requests, you can use Works to request a reimbursement for purchases you made with your personal

More information

Cash Management Administration Users Guide

Cash Management Administration Users Guide Cash Management Administration Users Guide Cash Management Administration Guide Corporate Log On: All users log into the system using the corporate ID and Password. The screen requesting the ID will be

More information

GT Action Center. Contents. Table of Contents

GT Action Center. Contents. Table of Contents GT Action Center Table of Contents Contents What is the GT Action Center?... 2 Navigation... 2 Action Center... 2 Filter List... 3 Forms... 3 Comments... 3 Actions... 4 Forms Needing Action... 4 6/7/2017

More information

Using Quickbooks. This tutorial will show you how to do the things you will need to in Quickbooks.

Using Quickbooks. This tutorial will show you how to do the things you will need to in Quickbooks. Using Quickbooks This tutorial will show you how to do the things you will need to in Quickbooks. We'll start with a brief overview. This is your Quickbooks desktop. The screen pictured above is also called

More information

Attaching Documentation to Travel and Expense Transactions in PeopleSoft Financials

Attaching Documentation to Travel and Expense Transactions in PeopleSoft Financials Attaching Documentation to Travel and Expense Transactions in PeopleSoft Financials Overview Requirements Documentation Upload Process Viewing Uploaded Documentation Viewing Related Documentation Deleting/Removing

More information

Create a Travel Authorization (TA)

Create a Travel Authorization (TA) Create a Travel Authorization (TA) Login to mybyuh Enter CES net ID and password Click on PeopleSoft Finance IMPORTANT NOTE: In order to create Travel Authorization for a non-byuh employee, students or

More information

To the ETS Offset Notice Response Authorization Online Training Course

To the ETS Offset Notice Response Authorization Online Training Course Welcome To the ETS Offset Notice Response Authorization Online Training Course This process describes how an applicant can request authorization from the designated representative to create and submit

More information

2 Requests for Changes. About Requests for Changes

2 Requests for Changes. About Requests for Changes 2 Requests for Changes About Requests for Changes Requests for changes are made when you want to change the details of a project (research expenses or project members) after the project has been adopted.

More information

ONLINE BENEFITS ENROLLMENT USER GUIDE

ONLINE BENEFITS ENROLLMENT USER GUIDE ONLINE BENEFITS ENROLLMENT USER GUIDE TABLE OF CONTENTS Online Benfits Enrollment Getting Started... 3 Step 1: Logging in to the Online Enrollment portal... 3 Step 2: Adding Your Dependants... 4 Step 3:

More information

Harvard University HSA Guide

Harvard University HSA Guide Harvard University HSA Guide HOW DO I LOG ON TO HOME PAGE? 1. Go to www.benstrat.com/clientlink_harvard.php 2. Click the Benefit Strategies Secure Account Login link 3. Enter your username and password

More information

General Procedure for Approving PCard Charges

General Procedure for Approving PCard Charges General Procedure for Approving PCard Charges PCard Approvers must follow a general procedure when approving a cardholder s charges. Use the procedure only when the PCard charges comply with the following

More information

Getting Started Guide: Transaction Download for QuickBooks Windows

Getting Started Guide: Transaction Download for QuickBooks Windows Getting Started Guide: Transaction Download for QuickBooks 2009-2011 Windows Refer to the Getting Started Guide for instructions on using QuickBooks online account services; to save time, improve accuracy,

More information

PeopleSoft. Travel and Expense Center. Expense Report. User Guide

PeopleSoft. Travel and Expense Center. Expense Report. User Guide Travel and Expense Center Expense Report User Guide Table of Contents Document Overview... 3 Expense Report Guidelines... 3 Creating an Expense Report... 4 Creating an Expense Report from a Blank Report...

More information

Approve or verify a cardholder s PCard statements in myufl with the following steps:

Approve or verify a cardholder s PCard statements in myufl with the following steps: OVERVIEW Approve or verify a cardholder s PCard statements in myufl with the following steps: 1. Navigate to the Reconciliation Statements Search page 2. Leave the Role Name dropdown blank 3. Search for

More information

Information Technology Virtual EMS Help https://msum.bookitadmin.minnstate.edu/ For More Information Please contact Information Technology Services at support@mnstate.edu or 218.477.2603 if you have questions

More information

Purchasing Activities Creating a Fixed Cost Service Requisition

Purchasing Activities Creating a Fixed Cost Service Requisition Purchasing Activities Creating a Fixed Cost Service Requisition Overview: Understanding the Fixed Cost Service Requisition Process To enter a Requisition in eprocurement for a Fixed Cost Contractual Service

More information

Accounts Payable Approving a New Electronic Payment Request (eprf)

Accounts Payable Approving a New Electronic Payment Request (eprf) Accounts Payable Approving a New Electronic Payment Request (eprf) Overview: Understanding the Electronic Payment Request (eprf) Approval Process This process replaces the use of a Payment Request Form,

More information

Travel Authorizations

Travel Authorizations 2015 Travel Authorizations University of Kansas Revised 12/28/2015 Table of Contents Create Travel Authorization... 2 Travel Authorization Approval Via Module... 15 Travel Authorization Approval Via Email...

More information

TDY Authorization. This guide provides the procedures for entering a TDY Authorization into in TPAX.

TDY Authorization. This guide provides the procedures for entering a TDY Authorization into in TPAX. TDY Authorization Introduction This guide provides the procedures for entering a TDY Authorization into in TPAX. Information If you have not already done so, you should follow the help guide to pair your

More information

Creating a Journal Entry

Creating a Journal Entry 1. Begin by navigating to the Main Menu. Click the General Ledger menu. 2. Click the Journals menu. 3. Click the Journal Entry menu. 4. Click the Create/Update Journal Entries menu. 5. Business Unit will

More information

My IRIS Web Portal Inbox Electronic Certification of a Travel Expense Report

My IRIS Web Portal Inbox Electronic Certification of a Travel Expense Report My IRIS Web Portal Inbox Electronic Certification of a Travel Expense Report Steps to certify or reject your own Travel Expense Report in the My IRIS Web Portal: Note 1: If you enter and submit your own

More information

Independent Contractor Questionnaire

Independent Contractor Questionnaire Independent Contractor Questionnaire Instructional Guide 5/1/17 Independent Contractor Questionnaire The Independent Contractor Questionnaire (ICQ) is completed by the buyer in cooperation with the vendor

More information

Tutorial 1. Tutorial 1: Leave Request Workflow creation

Tutorial 1. Tutorial 1: Leave Request Workflow creation Tutorial 1: Leave Request Workflow creation In this tutorial, we are going to create the workflow shown above. It is a relatively simple business process which we will automate to enable employees to apply

More information

Training Guide. UAccess STUDENT. Financial Aid Campus Community. Go Live

Training Guide. UAccess STUDENT. Financial Aid Campus Community. Go Live UAccess STUDENT Financial Aid Campus Community Go Live 1.25.10 Table of Contents Financial Aid-Campus Community...1 Training Registration...1 Viewing Service Indicators for Students...6 Viewing Checklists

More information

This tutorial explains the process for entering effort in the new FACET module.

This tutorial explains the process for entering effort in the new FACET module. Entering Effort Overview: Understanding the FACET Entering Effort Process The University has an effort reporting system that is the tool to ensure compliance to the state's 12-hour law as well as to satisfy

More information

Chapter 10. Administration

Chapter 10. Administration Chapter 10 Administration This Page Left Blank Intentionally CTAS User Manual 10-1 Administration: Introduction The Admin section is where you enter your local government s required and optional system

More information

MS Word. Web Time Entry. Using the Online, Time Entry System

MS Word. Web Time Entry. Using the Online, Time Entry System MS Word Web Time Entry Using the Online, Time Entry System (Intentionally left blank) Table of Contents Introduction: 1 Section I: Web Time Entry Log-on 1 Logging on 1 To Log into MySLCC: 1 Section II:

More information

This document details the steps required to Create a Request for Travel /Trip in the web based application -

This document details the steps required to Create a Request for Travel /Trip in the web based application - This document details the steps required to Create a Request for Travel /Trip in the web based application - ProTrav@UNI. A trip should be created for anyone traveling on behalf of the University of Northern

More information

Applying for PA Foundation Scholarships in SmarterSelect: A Guide for Applicants

Applying for PA Foundation Scholarships in SmarterSelect: A Guide for Applicants Applying for PA Foundation Scholarships in SmarterSelect: A Guide for Applicants The purpose of this guide is to walk you through the process of applying for PA Foundation scholarships using the SmarterSelect

More information