Review Expense History

Transcription

1 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 through Employee Self-Service. Expense History enables employees to view all entered vouchers and check the statuses of the processing to identify when reimbursement payments are created. Employees can only view their own specific voucher data and history. Statuses will show verifications of Pending, Approved, Staged, and Paid vouchers. Employees can view their Travel and Expense History information on the Employee Self Service > Travel & Expense > Review Expense History page. As always, employees will be able to contact their campus Travel Administrator for assistance. Last changed on: 10/19/2008 8:44 PM Page 1

2 Navigation 1. Click the Employee Self-Service link. 2. Click the Travel and Expenses link. 3. Click the Review Expenses History link. Page 2 Last changed on: 10/19/2008 8:44 PM

3 Procedure 4. On the Employee Expense History page, enter the From Date and Through Date for the period of time you wish to view documents for. Last changed on: 10/19/2008 8:44 PM Page 3

4 5. To specify the type of Expense document you wish to view, click on the drop-down arrow in the Transaction Type field. Page 4 Last changed on: 10/19/2008 8:44 PM

5 6. From the drop-down menu, you can select to view just Cash Advances, Expense Reports, Travel Authorizations or All types of documents. Last changed on: 10/19/2008 8:44 PM Page 5

6 7. For information about the Status definitions, click the Status Definitions button. Page 6 Last changed on: 10/19/2008 8:44 PM

7 8. Click the OK button to return to the Employee Expense History page. Last changed on: 10/19/2008 8:44 PM Page 7

8 9. On the Employee Expense History page, the bottom section of the page lists all Expense documents that match the criteria you entered in the top section of the page. The document Type, ID, Description, current Status, relevant Dates and Submitted Amounts display. To view an Expense document, click on its link in the ID column. Page 8 Last changed on: 10/19/2008 8:44 PM

9 10. In this example, we selected an Expense Report link, so the Expense Report Details page opens.the Report ID and all information entered on the submitted document appears on the page. This is true for all document types. The approval path for the document appears in the Expense Report Status section of the page and any comments entered during the approval (or denial) process appear in the Approval Detail section. Click the Explanation of Totals link on the bottom of the page for definitions of each total. Last changed on: 10/19/2008 8:44 PM Page 9

10 11. When finished reviewing the definitions, click the Return link to return to the Expense Report Details page. Page 10 Last changed on: 10/19/2008 8:44 PM

11 12. In the Expense Line Items section of the Expense Report Details page, click on an Expense Type link to view details about it. Last changed on: 10/19/2008 8:44 PM Page 11

12 13. To view further details about the expense, click available links on the page. When finished, click the Done button to return to the Expense Report Details page. 14. End of Procedure. Page 12 Last changed on: 10/19/2008 8:44 PM