Travel Activities Creating a Travel Card Expense Report
|
|
- Clifford Parker
- 5 years ago
- Views:
Transcription
1 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 Card charges and/or credits. This process should be completed every Tuesday. The University has a limit of four days to process the payments to Bank of America (BOA) for T-Card charges/credits. The file from BOA will be received and uploaded in OMNI on Monday for viewing charges on Tuesday morning. 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 Travel Card (T-Card) charges and/or credits. Key Information: Employee Name Employee ID Travel Authorization Information Trip 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. 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. Page 2
3 8. Click the Quick Start list. 9. Click the Entries from My Wallet list item. 10. Click the GO button. 11. Confirm the Expense Type for each item before selecting one or more of the My Wallet transactions. Expense Types MUST be changed in My Wallet prior to the creation of an Expense Report for these charges. Expense Types cannot be changed on an Expense Report. For more information see the "Changing My Wallet Expense Types" tutorial. Page 3
4 12. Select the appropriate transaction(s). DO NOT select a charge that needs to be disputed. 13. Click the Done button. Page 4
5 14. The Description for a T-Card Expense Report should read as "Travel Card Charges". 15. Click the Business Purpose list. Page 5
6 16. Click the Travel P-Card Charges Exp Rpt list item. NOTE: It is essential that this Business Purpose is seleted in order for the ER to route to the correct processors. 17. Click the Look up Default Location button. Page 6
7 18. Click the Search by list. 19. Click the Description list item. 20. Enter the city of the traveler's headquarters or primary residence. 21. Click the Look Up button. 22. Select the appropriate location from the list. NOTE: If city is not available check the spelling and submit a HELP ticket for it to be added. Page 7
8 23. Click in the Comment field to enter additional information helpful in matching and processing these transactions. If a departmental type card was used, list employees and expenses that were paid using the card and corresponding T-Auth numbers. For T-Card credits, enter an explanation for the credit and additional information that will be helpful in matching the credit to the original charge (e.g. ER #, T-Auth #). Step 24. Click the Display Comment in Modal Window button to enter any additional information helpful in matching and processing these transactions Page 8
9 25. Click the OK button. 26. Enter the T-Auth number in the Reference field if the ER is for one or more charges from one T-Auth. If the transactions relate to multiple T-Auths, enter "My Wallet" in the Reference field (as the corresponding information should have been entered in the Comments field). 27. A Travel Authorization should never include expenses that were paid with a T-Card. Information regarding the employee(s) and expenses paid with a T-Card related to this specific trip should be included in the Comments field on the T-Auth. 28. Click the Detail link for the first transaction. 29. All fields containing an asterisk are required. Be sure each of these fields contain information. Page 9
10 30. Click the Location button. 31. Click the Search by list to select Description. 32. Enter the city in which the car rental charge was incurred (as opposed to the Traveler's primary residence that was input on the face of the Expense Report). Page 10
11 33. Click the Look Up button. Page 11
12 34. Click the Display Description in Modal Window button to enter a Description. 35. Enter a Description for the charge. If the item was charged on a departmental-type card be sure to include the T-Auth #, dates, and who/what the expense was for. 36. Click the OK button. 37. Click the Accounting Detail link. 38. If all transactions on the ER are being charged to the same chartfields (Dept, Fund, etc.) the Accounting Details can be entered on the main Expense Report page for all lines. Page 12
13 39. Enter or modify the chartfield information as necessary. 40. Enter the appropriate Fund code. 41. If you are using a Sponsored Research (C&G) Project enter the following information in this order: PC Bus Unit - "FSU01" Project - Your project number Activity - "1" NOTE: All information MUST be entered in the order described above to avoid errors. 42. Click the OK button. Page 13
14 43. If all measures have been taken to obtain a receipt for a transaction and there is still no receipt available before the end of the four day time period, click the No Receipt option. 44. Enter an explanation for the missing receipt. Remember that this option should only be used as a last resort. 45. Click the Check Expense For Errors button. 46. The error message(s) and highlighted field(s) explain the error(s) to be corrected. 47. Click the Check Expense For Errors button. 48. If no errors appear, click the Return to Expense Report link. Page 14
15 49. Click the Detail link for the credit on line 2. Page 15
16 50. Enter the correct Number of Nights. 51. Enter a description for the credit in the Description field. 52. Click the Accounting Detail link. NOTE: Because the two transactions on this Expense Report need to be charged to two different budgets, it is necessary to input Accounting Detail separately for the credit. Page 16
17 53. Click the OK button. Page 17
18 54. Click the Check Expense For Errors button. 55. If no errors appear, click the Return to Expense Report link. 56. A T-Card Expense Report may not equal zero. Make sure that if you are entering charges and credits on the same ER (as in this example), that the Due Vendor total is not zero. Page 18
19 57. Click the Save for Later button to save work and continue working at a later time. This action will not submit the ER. Page 19
20 58. For any credit lines included in the Expense Report, you will be required to provide information to identify the ER on which the original related charge appeared. 59. Click the OK button. Page 20
21 60. Once the ER is complete, click the Submit button to begin the approval process. Step 61. Carefully read the certification statement and then click the OK button. 62. Receipts for the ER should be sent to RightFax on an Expense Receipts Header Page. See the "Sending Receipts to RightFax" tutorial for additional information. 63. Click the Home link. 64. Congratulations! You have completed the topic. End of Procedure. Page 21
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 informationTravel 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 informationTravel Activities Creating a Cash Advance
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
More informationStep 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 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 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 informationConcur: 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 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 informationTravel 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 informationTRAVEL 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 informationTravel 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 informationPurchasing 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 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 informationProcurement and Team Card Procedure Creating a Card Statement Expense Report
Procurement and Team Card Procedure Creating a Card Statement Expense Report Objectives... 4 Tips and Tricks... 4 Navigation... 4 Card Statement Expense Report Overview... 4 Valid Chartstrings... 5 After
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 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 informationExpense 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 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 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 informationE-Reimbursement Manual
E-Reimbursement Manual Logging into E-Reimbursement To log into E-Reimbursement: 1. Go to UW Travel Wise [https://uw.foxworldtravel.com/]. 2. Hover over Reimbursement at the top. 3. Click on E-Reimbursement
More information[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 informationExpense 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 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 informationGeneral 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 informationExpenseWire 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 informationExpense 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 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 informationRunning 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 informationTRIP Instructions for DAY TRIP
PROCESS/PROCEDURE TRIP is the University of Kentucky s system for reimbursements to employees for business travel related expenses. Use the Day TRIP for Monthly Travel that does not include lodging. For
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 informationFREQUENTLY ASKED QUESTIONS FOR E-TRAVEL
FREQUENTLY ASKED QUESTIONS FOR E-TRAVEL Quick Links: How do I create an authorization? -Adding lodging -Adding meals -Adding transportation -Routing the authorization for approval How do I create an advance
More informationQuick 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 informationQuick Reference Card Booking Travel in Concur Travel and Expense
This QRC provides the steps for travelers and/or their delegates to book travel and complete the Request Header in Concur Travel and Expense. Log In To Concur Go to the Employee Portal page. www.purdue.edu/employeeportal
More 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 informationGetting Started Guide
Getting Started Guide Logging in to Concur T&E Access Concur Travel & Expense Navigate to: https://www.concursolutions.com Enter your User Name and Password. Click Login. Retrieve or Change a Password
More informationMy ASU TRIP manual. ASU Travel Service Center. Call Mon. through Fri., 8 a.m. to 5 p.m., Arizona time
My ASU TRIP manual ASU Travel Service Center Call 480-965-3111 Mon. through Fri., 8 a.m. to 5 p.m., Arizona time Email: MyASUTrip@asu.edu 7/11/18 Table of contents Profile Update profile information...
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 informationUniversity of Houston Concur Instructions Creating an Expense Report from a Travel Request (Local Funds)
Step 1: In your Concur main page, you can click on Authorization Requests in the header or in the My Tasks section. Then, look for a Travel Request for which you will be creating an Expense Report. Select
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 informationThis 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 informationHow to submit your travel reimbursement request directly in the T&E system
How to submit your travel reimbursement request directly in the T&E system January 2017 1. Log into the reimbursement system Go to https://reimburse.berkeley.edu Choose "Go" at the top of the page Log
More informationPurchasing 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 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 informationFAST 8.9 Upgrade 2007 Changes You Can Expect with PCard PCARD
Contents PCard Menu Page 2 Purchase Summary Report Page 3-4 Reconcile Statement Pages 5-13 Search Page Page 5 Transactions List Page 6 Level 3 Line Details Pages 7-8 Comments Page 9 Distribution Page 10
More informationPeopleSoft 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 informationConcur's mobile app Android
Introduction to... Concur's mobile app Android Version 8.2.2 - February 13 2012 Applies to these Concur solutions: Expense in Travel & Expense Travel Travel in Travel & Expense Invoice You can use Concur
More informationConcur User Essentials With Thanks to Calleen Roper, FCRR Table of Contents
Concur User Essentials With Thanks to Calleen Roper, FCRR Table of Contents Title Page Accessing Concur & Home Page 2 Updating Your Profile 3 Concur Connected Apps (trip notifications & e-receipts) 7 Travel
More informationExpense Transfer Journal Module: FTS Transfers. Table of Contents
Expense Transfer Journal Module: FTS Transfers Table of Contents Overview... 2 Access to FTS Transfers Module... 2 Training... 2 Backup Documentation... 2 Email Notification... 2 Accounting Services...
More informationSteps 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 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 informationExpense Reimbursement Direct Deposit (ERDD) on the Web: Create, Save, Submit and Post
Expense Reimbursement Direct Deposit (ERDD) on the Web: Create, Save, Submit and Post When to Use: To create, save and submit expense reimbursement claims, through the use of a web enabled form/process,
More informationFinancial Tasks: Web Travel Entry Instructions
Logging In To begin login to the University of Idaho Vandal Web applications, please login to VandalWeb and go to "Financial Tasks: Travel Web" on the Employee tab. Create a Trip Each travel requires the
More informationTable of Contents STEP 1: LOGGING ON:... 2
Travel Settlement Instructions Northern Michigan University Table of Contents STEP 1: LOGGING ON:... 2 STEP 2: CREATING A REPORT... 3 STEP 3: ADDING AN EXPENSE (NMU Credit Card)... 5 STEP 3.1: ADDING AN
More informationCreating 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 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 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 informationHow to submit a Travel Expense Claim
Munis v2017.1 How to submit a Travel Expense Claim For Out of Town Conferences/Events Table of Contents What Do I Need to Know Before I Get Started? 3 Employee Self Service (ESS) 3 MUNIS Vendor Number
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 informationInstruction 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 informationCARD PROGRAM REIMBURSEMENT REQUEST. To create a reimbursement request in works.please follow steps 1-8
Important: Use Internet Explorer or Firefox for reimbursement requests. The date function doesn t work when using Google Chrome. Reimbursement Requests are used to reimburse you for out of pocket expenses
More informationMaineStreet Financials 8.4
MaineStreet Financials 8.4 General Ledger Excel Journal Entry 1 Overview A Journal Entry is used to update the General Ledger for many types of transactions, including cash receipts, transfers of revenue
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 informationAccounts 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 informationArchivum Travel. Frequently Asked Questions. General
Archivum Travel Frequently Asked Questions General 1) What is Archivum Travel? It is USF s new Travel application developed on the Appian BPM (Business Process Management) software using the Agile methodology.
More informationA Step-by-Step Guide for E-Travel
2013 A Step-by-Step Guide for E-Travel UNCW Travel Department Table of Contents A. Instructions for Creating an Authorization... 3 How to log into U-Business/E-travel link... 3 Select Travel Authorization
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 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 informationCHAPTER 10: DTS Trip Cancellation Procedures
CHAPTER 10: DTS Trip Cancellation Procedures The steps required in DTS for trip cancellation depend on the document status and whether or not the authorization contains expenses. The conditions are listed
More informationPEOPLESOFT 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 informationThis 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 informationCreating a Basic Financial Analysis Created on 2/25/2013 4:24:00 PM
Creating a Basic Financial Analysis Created on 2/25/2013 4:24:00 PM Table of Contents Creating a Basic Financial Analysis... 1 Page ii Creating a Basic Financial Analysis Overview Understanding the Creating
More informationOverview. 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 informationProcess for Travel/Expense Claims Physiology and Pharmacology
Process for Travel/Expense Claims Physiology and Pharmacology Effective immediately, the following will be implemented for submission of all expense claims. What you need to do: Create a Travel/Expense
More informationCreate 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 informationProfessional Development Online Travel Authorization Instructions
Professional Development Online Travel Authorization Instructions PD 2-27-13 Prior to making travel arrangements, approved Professional Development recipients must request the PD travel form from the Organization
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 informationCreating and Submitting an Expense Report
Creating and Submitting an Expense Report How to Create and Submit an Expense Report This job aid shows users how to create and submit an expense report. If you need to withdraw, modify, view, print, and
More informationLong Term TDY Beginning Settlement
Long Term TDY Beginning Settlement Introduction This guide provides the procedures for entering a Long Term TDY Beginning Settlement where no previous Authorization was entered in TPAX. Before you Begin
More informationHow to Add a Claim for Mileage or Travel Expense
How to Add a Claim for Mileage or Travel Expense Using Employee Self Service Version 9.3 Last Updated: 08/05/2013 REVISION HISTORY Date of Revision Owner Indicate Page # Summary of Changes 08/05/2013 MUNIS
More informationTDY 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 informationTable of Contents. TRAVEL POLICIES AND PROCEDURES... 4 Registration Fees:... 4 Airfare:... 4 Hotel Reservations... 4 Meals and Incidentals...
Table of Contents PAYMENTS AND REIMBURSEMENTS... 2 Making Payments/Paying Invoices... 2 Honorariums:... 2 Reimbursements:... 2 Setting Up a New Vendor:... 3 TRAVEL POLICIES AND PROCEDURES... 4 Registration
More informationConcur Travel & Expense CAMPUS TRAINING GUIDE & LIVE DEMO
Concur Travel & Expense CAMPUS TRAINING GUIDE & LIVE DEMO Training Agenda This training will be approximately 1.5 hours long and will go over the basics of Concur Travel and Expense system. Additional
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 informationOMNI 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 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 informationRemember to attach all receipts over $75.00 and check the Receipt Attached box for the expense or line item
2 Remember to attach all receipts over $75.00 and check the Receipt Attached box for the expense or line item You can use your mouse pointer and Hover over items and labels to provide you with extra information
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 informationReview 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 informationCreate 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 informationINTERDEPARTMENTAL ORDER
INTERDEPARTMENTAL ORDER s are used for services or goods obtained within Tulane University. Some examples are: Public Safety Athletics Tech Connect Lab Services Facilities The natural accounts for these
More information1. On the Quick Task Bar in Concur, click the Required Approvals tile to view Requests or Expense Reports pending your approval.
Concur allows managers and supervisors to approve travel requests and expense reports online; replacing the need for a physical signature and allowing approvals from any computer or smartphone with an
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 informationCHAPTER 6: ROUTE & REVIEW FOR TEMPORARY DUTY
CHAPTER 6: ROUTE & REVIEW FOR TEMPORARY DUTY Routing Officials (ROs) use the Route & Review module of DTS to examine the details and approve TDY authorizations, group authorizations, vouchers from TDY
More informationQuick Guide to Concur Upgrade
Office of the Quick Guide to Concur 2.0 2015 Upgrade MIT s newly upgraded travel system, Concur 2.0, features an improved user interface and capabilities requested by MIT travelers and administrators.
More informationSUBMIT 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 informationSTAR CITY SCHOOL DISTRICT RULES AND REGULATIONS
STAR CITY SCHOOL DISTRICT RULES AND REGULATIONS 2015-2016 FORMS All requests must be made on the correct forms: Travel reimbursement, Purchase Order request, Check Request, Workshop request, etc. No requests
More informationPROFILE Setting up your Profile
Concur Travel Office of Administrative Services- Accounting PROFILE Setting up your Profile Effective 4/1/2016 To Setup Your Profile you will need your Employee ID #, credit card, fax #, frequent traveler
More informationAmended Travel Request
Amended Travel Request These instructions cover how to amend a Travel Request in Concur. An amended travel request is an updated travel request that is added to your original travel request noting additional
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 informationlyndaclassroom Getting Started Guide
lyndaclassroom Getting Started Guide This document explains Why lyndaclassroom might be right for you and your students How to register as an approved educator with lynda.com How to set up and submit your
More information