Contents. 1. Introduction to the Online Expenses System Expense Claim Administration Overview Entering Expense Claims...
|
|
- Lee Casey
- 5 years ago
- Views:
Transcription
1 Contents 1. Introduction to the Online Expenses System Expense Claim Administration Overview Entering Expense Claims Expense Claim Submission Expense Claim Approval Review RETURNED Items or Claims (delete, amend or resubmit) Reimbursement Appendix Appendix A (Approval Stages 1-12) Page 1 of 13
2 1. Introduction to the Online Expenses System All permanent members of staff must claim for reimbursement of business expenses incurred using the Online Expenses system which is accessed at In order to login, enter UOE as the company ID, your University login ID (though this is not the same account) and your Online Expenses password. Please not that you cannot register for an account via the link on the above screen. You must instead apply for one by completing the application form under the Staff Expenses and Purchasing Cards category in SID. The default homepage is shown below. Additional menu items will be displayed on your home page if you hold a University Purchasing Card, are a Delegate or Approve Claims. Selecting a menu item and any subsequent submenu choices you make will lay a breadcrumb trail in the blue title bar which you should use to navigate up a level rather than using the browser back button. To return to the home screen click either of the available icons which are displayed on all screens. Page 2 of 13
3 A brief explanation of each of the menu items shown on the previous page is given in the below table. For more comprehensive guidance, go to the relevant section within this document. Name of Menu Item Add New Expenses My Claims My Details Help & Support View My Company Policy View My Claimable Items Reports Expenses360 Mobile App GreenLight Purpose of Menu Item Creates a new claim, upon saving opens the Add / Edit Expenses screen. If you already have a Current Claim this option will instead open the Add / Edit Expenses screen straight up (new expenses added will be saved to this Current Claim. Shows submenus, Current Claims (claims created but not submitted expenses items can be added, updated or edited here), Submitted Claims, (claims actively being processed) and Previous Claims, a complete list of your completed/paid claims). View and change your account details, set up a delegate for your account and add a new vehicle into the system. Return University specific guidance only by entering UOE into the search box. Opens the University of Exeter Expenses & Purchasing Card Policy. Shows all expense items that you re able to claim. Available to finance teams only. Details how to set up Expenses360 on a mobile device, note you should first add your mobile device by selecting My Details and then My Mobile Devices. Not used. Within all screens it is important to look out for on screen instructions and other options. Some screens will have icons displayed which give options relating to the line they are against. By hovering over any icon you ll see what it does click on the icon to action. Many icons are standard across screens. Edit Delete Help Attach Receipt View Receipt View Journey Item Flagged Primarily for editing expenses prior to submission or during approval Delete an expense line or erroneously synchronised expenses from Expenses360 Brings up help relevant to the specific area For attaching electronic receipts not processed through Expenses360 For viewing electronic receipts View all of the journey steps of a mileage expense Shows that a particular expense item has been flagged so it may be a duplicate or over 3 months old etc. Page 3 of 13
4 2. Expense Claim Administration Overview Expenses not being claimed against research grants or EU project budgets can be submitted in fully electronic claims, within which electronic copies of original receipts are attached to expense items instead of it being necessary for the original hard copies to be sent to finance teams. Original expense receipts must be retained until after you have had confirmation that the claim has been paid. The University must retain original expense receipts for claims made against EU project budgets. Therefore you should send all research grant expense original receipts to the relevant finance team in your college or service, together with a claim printout, unless you are absolutely certain that the research grant(s) being claimed against are not EU funded, in which case fully electronic submission is acceptable. All types of expenses can be entered directly into the main system or alternatively by using the Expenses360 mobile app. Shown below are the different ways in which an expense claim can be submitted. 1) Expenses360 (see separate Expenses360 user guide) Enter the expense item(s) into Expenses360 using your smart device. After entering and saving an expense, you ll be prompted to take a photo of your receipt, this will then attach automatically. Synchronise Expenses360. Open the Online Expenses system to complete and then submit the claim. 2) Non-Expenses360 (e-receipts or scanned receipts) Enter the expense item(s) into the Online Expenses system. Once saved, you are returned to the summary screen from where you can attach the file version of your receipt(s) using the Manage Receipts function. Submit the electronic claim. 3) Non-Expenses360 (receipt hard copies) Enter the expense item(s) into the Online Expenses system. Print a copy of your claim. Attach the original receipts to the claim printout. Submit the electronic claim and send the paperwork to your finance team. The below flow diagram offers a simple view of the expense claim submission and approval process. It is assumed that Expenses360 users will add a receipt when creating an expense. Page 4 of 13
5 Page 5 of 13
6 3. Entering Expense Claims We recommend that claimants use the Expenses360 app to create expenses, for which there is a separate user guide. This section explains how to enter expenses directly into the Online Expenses System and shown below is a screenshot of the main claim item entry screen. Expenses created using Expenses360, when synchronised and reconciled to a claim, will populate most of the fields below and expense item specific fields automatically. In order to add an expense directly into the system, click Add New Expenses. If you have already started a claim but not yet submitted it, the expense item entry screen will open and can be completed, the item will be added to this existing claim. Should there be more than one claim started but not submitted, you can select which claim to add the current expense(s) to using the dropdown menu shown below. If an Add / Edit Claim screen is brought up, there are no active claims that your new expense(s) can be added to. Do not amend the system generated claim name but do enter an appropriate description for your claim. Upon saving the newly created claim, an expense item entry screen will appear as shown below. Page 6 of 13
7 General Details Enter the Date of the item or items being claimed or select from the calendar. If typing the date there is no need to enter separators these are automatic. The date format is DD/MM/YYYY. Select a Reason for claiming the items from the drop down list. This is for reporting purposes and is mandatory. It is important that you select the most appropriate reason, distinguishing in particular between externally funded research and non-research grants/projects. The default Country is United Kingdom. Select the appropriate country from the drop down list for where the expense was incurred. This does not necessarily mean that you paid in a different currency. Typing the first letter of the country will bring up the first possible name. Repeating the letter will scroll through the names. The default currency is Pound Sterling if the expense was paid for in another currency select from the list. Typing the first letter of the currency will bring up the first possible name. Repeating the letter will scroll through the names. When an alternative currency is selected the Exchange Rate box will appear showing a recently entered exchange rate. If necessary, overwrite this value with the exchange rate you received and select the relevant option from the dropdown box. You should provide evidence of the exchange rate received either by a receipt or a copy of your credit card statement. College/Service This will default to the College or Service in which you are employed and cannot be amended. If you are claiming against a budget not held by your college or service, please provide details in the narrative so that your finance team know to liaise with the college or service in which the budget is held. If the wrong college or service shown, please log a SID call. Claim Type This is a critical part of the approval process and incorrect classification will most likely delay reimbursement of your claim. Cash claims - You must only use one claim type per claim, i.e. academic staff should batch Research Grant expenses and standard College expenses on separate claims. This will ensure much quicker processing and payment due to it not being necessary for a claim to pass through the approval stages for more than one claim type. Card claims - Claim types can be mixed on the same claim. This is because a single purchase card statement must be reconciled to a single claim. If your statement contains one or more transactions which are research grant expenditure, please ensure that you submit a claim printout and the research grant expense receipts to your college finance team, even if you attach scanned receipts for the non-research grant expenses. Page 7 of 13
8 For employees of each College or Service there are a number of alternative claim types to select from, the below table summarises each of them. Claim Type When to Use Available To / Used By Service Standard Professional Services claims. All Professional Services College Standard College claims. All Colleges Research Grant Expenses claimed against a research grant. All Colleges College Services (other services, use Service ) Centre for Medical History Partnership/GSE only PR/Event Centre for Medical History expenses. GSE expenses (only for school related visits). Expenses claimed against a PR or event budget. HUMS SSIS (GSE) CAMS Department This will default to your own area within your College (not applicable to Professional Services) and cannot be amended. If it is incorrect please log a SID call. Specific Details The Expense Category and Expense Item boxes only appear when no item has been selected from the complete list on the left-hand side. Within this screen they are optional; we recommend that you instead select items via the complete list, as shown below, which will allow you to populate multiple expense item sub-forms on the same page. The system remembers your most recently entered expenses which means that initially, blank forms for these expense items are visible. Simply deselect the tick boxes to remove these entry forms as appropriate and select those that you are entering this time. Page 8 of 13
9 Key Points Items are listed alphabetically. If you cannot read the full item name hover over it and the full description will be displayed in a bubble box. You can select as many items as you want as long as they all relate to the same general details already completed at the top. If you select an item you must complete the details as some of the boxes are mandatory and you will be unable to save if they are left blank. If you select an item by mistake just untick it. Any key policy or information points are set out just below the item name when the fields appear on screen. When inputting directly into the system, to enter two items of the same type under the same general details, it will be necessary to complete and save the first and then select New Item from the menu on the subsequently brought up claim summary screen. Page 9 of 13
10 The specific fields for each item will vary; however the following are standard for all items except mileage. Do you have a receipt you are expected to provide a receipt and should select Yes. However if in exceptional circumstances you do not have a receipt select No and select the reason from the drop down box lower down. Does it include a VAT number and VAT rate these buttons will appear if the item could have VAT included. This refers to UK VAT only. You should select Yes if your receipt includes a VAT number and the VAT amount and you made the purchase in the UK. Total (Gross) the amount you are claiming. Narrative this field is for entering the additional information that you want to appear against this transaction, to enable approvers and budget holders reviewing financial reports to understand why you made the claim. Note that you do not need to enter the date of the expense as this is entered under General Details, nor do you need to enter your own name into this field. Finance code (Aptos) this field is for filling in the full Aptos account code beginning 1-XX-X-XXX- XXX... It is a free text field with no validation. You can copy and paste from any document where the code is stored or you can type it in. If you do not know the code to use, you should contact your finance team who will be able to help. If you are unable to obtain the necessary code when creating an expense, you can enter a partial code or note in this field to enable you to save it. You must enter something. When all fields are populated, click to the expense. To add a receipt to your newly added expense, click the icon on the expense item summary line. The above icon (clicked on any expense item line) takes you into the Manage Receipts screen, from where receipts can be added to all expense items. There is a separate guide available for managing receipts. Page 10 of 13
11 4. Expense Claim Submission Once a claim contains all of the expenses that you require it to, it is ready to be submitted. When submitting, if the claim contains any expenses over three months old, a prompt will ask for justification for the delay in submitting. Finally, you are given the opportunity to rename the claim or update the description, (you might have done this already at time of creation), the system generated name should be retained but you can update the description. Click save and then accept the declaration to complete the claim submission process. Page 11 of 13
12 5. Expense Claim Approval Expense claim approval can be broken down into three phases. 1) Finance team checking 2) Standard approval 3) Escalated approval (usually conditional) Within each of the above phases there can be several steps. You can minimise the number of steps your claim will require processing at, by limiting the claim types included within the same claim to one or two. See Appendix A for a full list of signoff group stages. Review RETURNED Items or Claims (delete, amend or resubmit) An approver may reject one or more claim items back to a claimant. If any of the items in your claim are returned at an approval stage you will receive an advising you of this and asking you to log on to view the returned item through My Claims - Submitted Claims. Go to the claim overview screen and view the Claim History, the most recent entry will show the reason for the expense being rejected or questioned. On the same screen, in the expense item list the returned item(s) will be highlighted. If you just need to provide further information or do not agree with the reason for return you can resubmit without amendment termed a disputed item. You will be presented with a box to complete with the additional information or the reason for returning without amendment. Alternatively you can either edit the expense item or delete it from the claim. When you have dealt with the returned items and saved, the claim will automatically be re-submitted and the claim history updated. Reimbursement Cash claims which have reached the final approval stage (12) by 11am on Tuesday, provided there are no finance code issues, will be reimbursed into the same bank account that your salary is paid into on the Friday of that week. An confirmation specifying the payment date will be sent to your University account once fully processed. Delays are likely to occur around the Easter and Christmas bank holidays so if at all possible try to get claims submitted well in advance of these times. Page 12 of 13
13 Appendix A (Approval Stages 1-18) 6. Appendix Approval Stage Stage Description Used By 1 Claim pre-checking (custom) UEMS (PENTAG) SSIS (SSI) 2 Claim checking (custom) HUMS (CMH) SSIS (Partnership) 3 Claim checking by finance teams (college nonresearch and service expenses) 4 Claim checking by finance teams (research expenses) 5 Credit card claim checking by finance teams (college non-research and service expenses) 6 Credit card claim checking by finance teams (research expenses) All All colleges, some professional services. All All colleges, some professional services. 7 Claim approval (standard) All 8 Claim approval (research) All colleges, some professional services. 9 Claim approval (custom) HUMS (CMH) SSIS (Partnership) 10 Claim approval (where a signoff route contains either a conditional or a mandatory second approval stage). CLES HUMS (mgmt.) UEBS (card/mgmt.) UEMS (card/mgmt.) 11 Accounts Payable (cards) All 12 Accounts Payable (cash claim payment) All Page 13 of 13
Using our expense claim system. For Users (V2 Final 07/06/18)
Using our expense claim system For Users (V2 Final 07/06/18) 1 Introduction Welcome to The Royal College of Pathologists manual for using our automated online expense system (for UK bank account holders
More informationOnline Expenses User Guide System Provided by Software Europe
Online Expenses User Guide System Provided by Software Europe Provided by the Payroll Services Department Royal Berkshire NHS Foundation Trust Document control Version Date Author Comments V.01 01/07/2012
More informationStudent Expenses Claims and Advances Using T1
Student Expenses Claims and Advances Using T1 Contents 1. Student Expenses Claims... 2 1.3.1 Creating and Saving a New Expense Claim... 5 1.3.2 Adding the Budget or Project Code... 7 1.3.3 Adding the Expense
More information1. Logging in. 1.1 Login
User Guide 2 1. Logging in To access webexpenses either go directly to login.webexpenses.com (just paste this address in to your web browser) or go to the webexpenses website homepage: www.webexpenses.com.
More informationExpenses Step by Step Guide
Expenses Step by Step Guide March 2016 Expenses Step by Step Guide Contents Page No. Expenses Activation / Log In 3 Essential Checking 4 Assigning a Delegate 5 Adding an Expense Item 7 Excess Mileage 13
More informationStep by Step Guide to Creating a Claim on Selenity Expenses
1 Step by Step Guide to Creating a Claim on Selenity Expenses Important information: The self-registration process must be completed before you can make a claim. Please see the guidance on self-registration
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 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 informationStep by Step Guide to Self-Registration on Selenity Expenses
Step by Step Guide to Self-Registration on Selenity Expenses NOTE FOR PANEL MEMBERS if you are a panel member you should claim from your employer and ask them to invoice Health Education England for reimbursement.
More informationUSER GUIDE. Concur Expense Management System
Concur Expense Management System DOCUMENT CONTROL Procedure Concur Expense Management System Procedure Number Date of Issue 22 July 2016 Last Reviewed 22 July 2016 Version 6.0 Next Review 22 July 2017
More informationZETADOCS Expenses Account registration and login
ZETADOCS Expenses Account registration and login Document type Date created Date updated Author Version Process document 30/08/2017 Finance v. 1.0 System: Zetadocs Expenses Process: User Account registration
More informationConcur Expense Management System
GETTING STARTED IN CONCUR Concur Expense Management System User Guide: Getting Started in Concur Printed copies of this User Guide should not be regarded as the current version. For the latest User Guides:
More informationmyexpenses: claiming on behalf of
Department Of Finance. myexpenses: claiming on behalf of A web based, self-service guide for university employees inputting an expense claim in myteam on behalf of another employee Introduction You may
More informationEmployee User Guide (Expenses)
Employee User Guide (Expenses) Human Resources Financial & Legal Services Contents Overview... 3 Policies governing usage... 3 Environmental Impact... 3 Help... 3 Feedback... 3 Employee Self Service (ESS)...
More informationStep by Step Guide to Self-Registration on Selenity Expenses
1 Step by Step Guide to Self-Registration on Selenity Expenses NOTE FOR PANEL MEMBERS if you are a panel member you should claim from your employer and ask them to invoice Health Education England for
More informationKey Contacts Guide to the University Supplier Database
Key Contacts Guide to the University Supplier Database Table of Contents Requesting Access... 3 Search Only... 3 Access to request new supplier, amend or reactivate... 3 Logging on and Searching Suppliers
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 informationQuick Start Guide To Mobility Tool+ For Key Action 1 School Staff Mobility Projects Version 1
Quick Start Guide To Mobility Tool+ For Key Action 1 School Staff Mobility Projects Introduction This step by step guide has been produced by the UK National Agency to help beneficiaries of Key Action
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 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 informationQuick guide to the SmartSimple on-line portal (making an application)
EPA Research Programme 2014-2020 Quick guide to the SmartSimple on-line portal (making an application) POWERED BY SMARTSIMPLE Disclaimer Please read this document carefully prior to using the on-line portal.
More informationAcquitting Visa Transactions in Concur
Acquitting Visa Transactions in Concur This document can be used by staff members who require instruction on acquitting Visa transactions in Concur. It can be used without any additional Concur training.
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 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 informationSanta Ana Unified School District (SAUSD)
Santa Ana Unified School District (SAUSD) Internet Expenses Implementation User s Guide Mileage Claim 0 Introducing Oracle Internet Expenses With Oracle Internet Expenses, employees can enter and submit
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 informationINAB CAB Portal User Guide
INAB CAB Portal User Guide CRM 2 INAB Cab Portal User Guide CRM Documentation Issue 2 June 2018 Contents 1. Login...4 1.1. Set up Portal password... 5 1.2. Login... 6 1.3. Forgot my password... 7 1.4.
More informationYour step-by-step Selima Start Up Guide
Your step-by-step Selima Start Up Guide To set up your Selima account you will need: email, bank account details, car reg, make and model if applicable. Logging on & Account Set Up You will then arrive
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 informationonecard Smart Data OnLine Getting Started Guide for Program Administrators
Smart Data OnLine Getting Started Guide for Program Administrators Table of contents Introduction 3 Login 4 Company site configuration 6 Set-up Tasks 7 Creating a reporting structure 9 Cost allocation
More informationNHS Shared Business Services einvoicing Information Guide for Suppliers
NHS Shared Business Services einvoicing Information Guide for Suppliers NHS SBS has partnered with Tradeshift to enable us to move from paper based operations to electronic invoicing. This is a significant
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: 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 informationAGM. User Manual. Date: 22/03/2017 Version: 1.2 Software version: V1.38.3
AGM User Manual Date: 22/03/2017 Version: 1.2 Software version: V1.38.3 Table of Contents 1. Introduction... 3 1.1. Definition... 3 1.2. Disclaimer... 3 1.3. Using EU Login authentication... 3 2. Roles
More informationClinCard Reference Guide: Site Coordinator
ClinCard Reference Guide: Site Coordinator Please review the JCTO SOP located in the Researcher s Toolbox How to Login to www.clincard.com 1) Login to www.clincard.com. 2) Enter your login and password
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 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 informationPeopleSoft 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 informationBefore you can make a claim for mileage you must register your vehicle on the system.
Mileage is the specific expense item for claiming business miles in your own vehicle. Note that there is a separate item for overseas mileage claims where post code validation is not possible. To complete
More informationAccountsIQ Tips and Tricks. Updated 20/10/2008. Purpose. 1. List and describe what heading and text will be containing in each of the Tip s and tricks
AccountsIQ Tips and Tricks Updated 20/10/2008 Purpose 1. List and describe what heading and text will be containing in each of the Tip s and tricks 2. Outline what FAQ s will be released on the System
More informationOracle 12 Finance Training GPC Reference Guide
Oracle 12 Finance Training GPC UK SBS Training Services Team Contents 1 Receiving Statements... 1 2 Review & Approve GPC Transactions on Oracle... 3 3 View Historic GPC Transactions... 10 4 Dispute a Transaction...
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 informationEmployer Data Service (EDS) User Guide: the Employer Reference Number in the Individualised Learner Record.
Employer Data Service (EDS) User Guide: the Employer Reference Number in the Individualised Learner Record. An Employer Reference Number (also known as ERN or Employer Identifier Number) is a requirement
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 informationTHE UNIVERSITY OF TWENTE S SYSTEM OF EXPENSE DECLARATIONS: A GUIDE FOR DECLARANTS
THE UNIVERSITY OF TWENTE S SYSTEM OF EXPENSE DECLARATIONS: A GUIDE FOR DECLARANTS Date: 30-05-2017 Version: 1.1 Authors: Ellis Ruhlmann and Hans Westerik INTRODUCTION This guide describes how to use the
More informationSIAM R3.0 USER GUIDE
SIAM R3.0 USER GUIDE Document Reference: 8295 September 2016 Revision: 3 Version Date Author Changes Number 1 Mar 2015 John Lindsay 2 Jun Sam Unsuspending a SIM card description updated. 2016 Smith 3 Sep
More informationGenerali Worldwide. Member Portal Online Claim Submission Overview and Instructions. generali-worldwide.com
Generali Worldwide Member Portal Online Claim Submission Overview and Instructions generali-worldwide.com Page 2 Generali Worldwide Insurance Company Limited - Online Claim Submission Table of Contents
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 informationLouisiana Community and Technical College System (LCTCS) egrants Applicant/Grantee User Guide
Louisiana Community and Technical College System (LCTCS) egrants Applicant/Grantee User Guide This page has been left blank intentionally. 1 Contents LIST OF FIGURES... 3 GUIDE LEGEND... 5 1 APPLICANT
More informationProvider Portal. User Manual. Vision Care
Provider Portal User Manual Vision Care Table of Contents 1. Introduction... 3 2. Registering for the Provider Portal... 4 i. Changing Your Password...6 ii. Accepting Terms and Conditions...7 iii. Setting
More informationAccess Expense App Tutorial
Contents Access Expense App Tutorial Where to download... 2 The Basics - Logging In... 3 The Directory Button... 3 Creating an Expense... 4 Add a receipt... 4 Change the Type... 4 Changing the values...
More informationHow to submit a Mileage Expense Claim
Munis v2017.1 How to submit a Mileage Expense Claim User Guide Table of Contents What Do I Need to Know Before I Get Started?... 3 Employee Self Service (ESS) 3 MUNIS Vendor Number 3 Soft Copy vs. Hard
More informationAssessment Specialist Portal User Guide
Assessment Specialist Portal User Guide Assessment Specialist Portal User Guide Page 1 Contents Overview... 3 How to log in & navigate around the portal... 4 Amending your profile details... 11 How to
More informationSalesforce Requests, Contract, Reconciliation. Portal User Guide
Salesforce Requests, Contract, Reconciliation Portal User Guide Table of Contents 1. Introduction... 1 2. Salesforce Concepts... 2 2.1. Obtaining an RCR Portal Login... 2 2.2. Changing a Password... 3
More informationBEEDS portal Bank of England Electronic Data Submission portal. User guide. Credit unions Version 1.2
BEEDS portal Bank of England Electronic Data Submission portal User guide Credit unions Version 1.2 May 2018 Contents Document versions 3 1. Introduction 4 a. Bank of England contact details 4 2. General
More informationMT+ Beneficiary Guide
MT+ Beneficiary Guide Current version MT+ 2.3.0 implemented on 11/04/16 Introduction... 2 How to get access... 3 Login... 4 Automatic notifications... 8 Menu and Navigation... 9 List functionalities...
More informationSubmitting a Travel and Business Expense claim
Submitting a Travel and Business Expense claim pg. 1 Table of Contents Expense Claim System (ECS) Instructions Step 1 Log in ECS Step 2 Add a new claim Step 3 Complete Tri Council Input/form (When applicable)
More informationConcur Procurement QuickStart Guide. Concur Technologies
Concur Procurement QuickStart Guide Concur Technologies Version 1.3 As of: June 2016 Contact Us Procurement Card and Travel Services Office pcardandtravelsvcs@southalabama.edu http://www.southalabama.edu/departments/financialaffairs/travelandprocurement/
More informationIDF Appraisee Guide to the IDF Online Appraisal Form. Contents
IDF Appraisee Guide to the IDF Online Appraisal Form The IDF Appraisee Guide is a step by step handbook on how to complete the IDF online appraisal form. This document contains detailed guidance on how
More informationneo finance UTS Internet Expenses User Guide Updated August 2010
neo finance UTS Internet Expenses User Guide Updated August 2010 INTRODUCTION This workbook is designed to provide you with an introduction to Neo (Oracle) Internet Expenses (UTS Internet Expenses). This
More informationEPA Research Programme EPA s Online Grant Application & Project Management Portal
EPA Research Programme 2014-2020 EPA s Online Grant Application & Project Management Portal QUICK GUIDE TO MAKING AN APPLICATION April 2018 Version 3 Powered by SmartSimple The EPA Research Programme is
More informationCLAIMS MANAGEMENT SYSTEM
TRAINING GUIDE This training manual shows a high-level overview of our claims management system. This training guide should be considered as a work in progress; because, as we develop new advancements
More informationEmployee self-service guide
Employee self-service guide August 2016 (V.2) Contents Important note... 4 Login... 5 How do I know I am on the correct site and my connection is secure?... 5 How do I login?... 6 Username and password...
More informationKimble How-to guide tutorials
Kimble How-to guide tutorials Content Page 1. How to Login to Kimble... 2 2. How to Navigate the Kimble Home screen... 3 3. How to View and Edit My Profile... 4 4. How to Set-up, Edit and Complete a Task...
More informationOASIS Nominal Ledger
BEAVER SOFTWARE SYSTEMS LTD Open Accounting Software for Independent Schools School Management Software OASIS Nominal Ledger Last Revision: August 2011 Beaver Software Systems Ltd. 32 Glencairn Drive,
More informationPrinted copies of this User Guide should not be regarded as the current version.
User Guide Purchasing Cards Concur Expense Management System User Guide Purchasing Cardholders Printed copies of this User Guide should not be regarded as the current version. For the latest User Guides:
More informationNHS Shared Business Services einvoicing Information Guide for Suppliers
NHS Shared Business Services einvoicing Information Guide for Suppliers NHS SBS has partnered with Tradeshift to enable us to move from paper based operations to electronic invoicing. This is a significant
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 informationConcur Expense QuickStart Guide for CRC. Concur Technologies Version 1.2
Concur Expense QuickStart Guide for CRC Concur Technologies Version 1.2 June 29 th, 2015 2004 2015 Concur. All rights reserved. 1 Document Revision History Date Description Version Author(s) 06/29/2015
More informationGuide for Researchers: Online Human Ethics Application Form
Guide for Researchers: Online Human Ethics Application Form What is Quest Quest is our comprehensive research management system used to administer and support research activity at Victoria University.
More information(Current Employees Only)
Electronic Submission of Expense Reports In Concur A Guide for Graduate Students, Research Assistants, Research Associates and Post Doctorates (Current Employees Only) WHERE TO GET HELP? Concur User Support
More informationSupplier Reference Guide (QRG) Table of Contents
Supplier Onboarding Supplier Reference Guide (QRG) Table of Contents Supplier Checklist... 2 New Supplier Onboarding Steps... 3 Introduction... 4 Registration... 6 Certification... 16 Acceptance... 35
More informationOneCard Smart Data OnLine Getting Started Guide for Program Administrators. Help for what matters
Smart Data OnLine Getting Started Guide for Program Administrators Help for what matters Table of contents Introduction 3 Login 4 Company site configuration 6 Set-up Tasks 7 Creating a reporting structure
More informationConcur Travel QuickStart Guide
Concur Travel QuickStart Guide Concur Technologies Version 1.3 As of: June 2016 Contact Us Procurement Card and Travel Services Office pcardandtravelsvcs@southalabama.edu http://www.southalabama.edu/departments/financialaffairs/travelandprocurement/
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 informationUsers manual for submission of on-line project applications and reports on the use of past grants
Users manual for submission of on-line project applications and reports on the use of past grants United Nations Voluntary Fund for Victims of Torture December 2017 1 A. On-line project applications 1-
More informationMT+ Beneficiary Guide
MT+ Beneficiary Guide Introduction... 2 How to get access... 3 Login... 4 Automatic notifications... 8 Menu and Navigation... 9 List functionalities... 12 Project Details... 18 How to manage organisations...
More informationEWU CTA Card Tutorial Revision date: 03/03/2016
EWU CTA Card Tutorial Revision date: 03/03/2016 Revised: 3/03/16 Page 1 of 34 CTA Card Contacts EWU Travel Accounting James Waterman, CTA Card Administrator Phone: 509-359-2249 Email: jwaterman@ewu.edu
More informationDBS Online Disclosure Guide (e-bulk) Primary Applicant Manager Guidance Notes
DBS Online Disclosure Guide (e-bulk) Primary Applicant Manager Guidance Notes Section A PRIMARY APPLICANT MANAGER GUIDANCE NOTES E-Bulk online Disclosure and Barring Service (DBS) checks can be completed
More informationIn partnership with. PO Convert User Guide - Service-Type Purchase Orders
In partnership with PO Convert User Guide - Service-Type Purchase Orders Imperial College phases out paper invoices with electronic invoicing Imperial College London has implemented a series of changes
More informationSFC Interface Extranet User Manual
SFC Interface Extranet User Manual Introduction... 2 How to access SFC Interface Extranet... 2 Management of SFC Interface Extranet... 3 Management of information in LINKS... 3 Records Management... 3
More informationGuide to Newbury Building Society s Online Intermediary Service
Guide to Newbury Building Society s Online Intermediary Service NEWBURY building society How do I get started? You need to register to use our online service. You will be emailed a unique username & prompt
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 informationObjective of the Postgraduate Online Approval Procedure: Description of the Postgraduate Online Approval Procedure:
Institution Name: Originating Department: Contact Name: The University of Warwick IT Services Membership & Staff Application Mgmt Service David Hall (David.Hall@Warwick.ac.uk) Service Owner Objective of
More informationSAP ONLINE PAYMENT USER GUIDE
SAP ONLINE PAYMENT USER GUIDE JHM SAP Training www.hopkinsmedicine.org/sap saptraining@jhmi.edu June 5, 2013 CONTENTS Contents... 2 Accessing The Online Payment Request (AP Electronic Check Request) -
More informationFinancial Year End
Financial Year End 2017-18 Author(s): Kath Ryans, MIS Consultant, The ICT Service Reviewed by: Publication date: February 2018 Version: 1.0 25/01/218 Review date: February 2019 email: support@theictservice.org.uk
More informationService administrator and Card ordering user guide
Service administrator and Card ordering user guide 1 Contents 1. What is a service administrator? 2. What is a service role? 3. How do I apply as the initial service administrator / register my organisation?
More informationApplying to register as a pharmacist
Applying to register as a pharmacist A step by step guide to using mygphc to apply to register as a pharmacist with a UK-recognised qualification 1. Create an account Step 1: Go to www.mygphc.org and click
More information1
www.clearbooks.co.uk 1 Content Clear Books Demo 1. Customising your Dashboard 2. Setting up for the first time A) Details B) Toggle Features C) Reporting Periods D) Adding a new user E) Invoice Themes
More informationJLP isupplier Frequently Asked Questions 2017
P a g e 1 JLP isupplier Frequently Asked Questions 2017 John Lewis Waitrose P a g e 2 Contents Why do you get an error when you return to a previously viewed screen? How do you reset your password? Are
More informationECA Risk Report User Guide August 19, 2015 Table of Contents Introduction... 1 Getting Started... 1 User Names and Passwords... 2 Preparing to Enter
ECA Risk Report User Guide August 19, 2015 Table of Contents Introduction... 1 Getting Started... 1 User Names and Passwords... 2 Preparing to Enter Data... 3 Accessing the ECA Risk Report... 3 Logging
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 informationFarm Modernisation Programme Tranche 3
Farm Modernisation Programme Tranche 3 A step by step guide to the completion of an online application for funding under Tranche 3 of the Farm Modernisation Programme. 1 TABLE OF CONTENTS Introduction...
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 informationClient Care Desktop v4.1
Client Care Desktop v4.1 7 Features and Modifications Version 1.2 21 st April 2010 Contents 1 Introduction... 3 2 New features... 4 2.1 Contract Enquiry restructure... 4 2.2 Additional Fact find flexibility...
More informationIntroduction. Automatic gate opening no more swiping
Introduction This user guide is intended for companies and drivers to use the functionality available in the TAMS System Manage your entire Auckland Airport access account via the internet! One simple
More informationProvider Portal. User Manual. Therapists and Health Practitioners
Provider Portal User Manual Therapists and Health Practitioners Table of Contents 1. Introduction... 3 2. Registering for the Provider Portal... 4 i. Changing Your Password...6 ii. Accepting Terms and
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 informationInternet Banking. Member Guide.
Internet Banking Member Guide. Contents Introduction Register for Internet Banking 3 Log in to Internet Banking 4 Setting up your Internet Banking password 5 Resetting your Internet Banking password 6
More informationDRIVING FORWARD PROFESSIONAL STANDARDS FOR TEACHERS. Professional Update. Guide for Reviewees. Date: January 2016 V 01
DRIVING FORWARD PROFESSIONAL STANDARDS FOR TEACHERS Professional Update Guide for Reviewees Date: January 2016 V 01 Contact: webservices@gtcs.org.uk Contents Date: January 2016... 1 1.0 INTRODUCTION...
More information