PPT-Travel and Expense Workflow Updates

Disbursements and Travel Services Office September 28 th 2016 Office of Financial Affairs httpwwwutsaedufinancialaffairs Travel amp Expense Workflow Expected to go live . In PeopleSoft. Planes, Trains and Automobiles. AGENDA. PeopleSoft Travel Module. Travel Authorization. Cash Advance. Expense Report. Business Meal Attendees. Hotel Wizard. Receipt Requirements. Travel Policy. Advanced Topics. Agenda. Frequent User versus Occasional User. Public versus . Private . T. emples. Creating . Documents . from . Templates. Creating . Documents . from . Previous . D. ocuments. General Information Drop Down . Travel Workflow Approvals ECC 6.03 vers 2.0 . 1. Travel Workflow Approvals – Tutorial. 6/15/2015. Travel Workflow Approvals ECC 6.03 vers 2.0 . 2. Tips and Tricks. Tips and Tricks. Supervisors can use either ESS or SAP to act upon work items. Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. The Department of Finance has partnered with the Office of Information Technology(OIT) to automate the current Travel and Expense Policy for the City Colleges of Chicago(CCC).  Using the PeopleSoft Travel and Expense module, Finance and OIT will deliver a technical . Agenda. Frequently Used Terms. The Travel Process. Travel Authorization. Travel and Reimbursement for . Non-Employees. Travel and Reimbursement for Students. Cash Advance. Expense Report – linked/not linked to TA. Needed a better travel process. UH System RFP in November 2013. Workflow approval. E-receipts. Better management reports on travel. Software as a service (“in the cloud”). Customized to meet our needs. The Department of Finance has partnered with the Office of Information Technology(OIT) to automate the current Travel and Expense Policy for the City Colleges of Chicago(CCC).  Using the PeopleSoft Travel and Expense module, Finance and OIT will deliver a technical . Rebekah Caldwell. 425-4537. Implementation Purpose and Process. August 2016-implementing prepaid conference registration process in line with UT Travel Policy and Procedures.. http://policy.tennessee.edu/fiscal_policy/fi0705/#26. Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. NBCU International Travel & Expense Training Guide AU & NZ Edition Topics to Cover Concur Contact Info T&E Int’l Policy Using Concur Date to Remember: May 16 th Any expenses incurred prior to May 16 Basic Travel Training Learning Lab May 19, 2017 Rebekah Caldwell, Maggie Hall and Virginia Moore Accounting Services 1 Basic Travel Training Overview General Trip Data Meals Expense Receipts Conference Registration Travel and Expense Travel and Expense The Department of Finance has partnered with the Office of Information Technology(OIT) to automate the current Travel and Expense Policy for the City Colleges of Chicago(CCC).  Using the PeopleSoft Travel and Expense module, Finance and OIT will deliver a technical PSFIN v.9.2 upgrade. Expense Report Process. Traveler enters Expense Report online. Can scan and attach electronic copies of receipts, other documentation. Traveler electronically signs Expense Report.