PPT-TRAVEL EXPENSE REPORT BASICS

GENERAL TRIP DATA Correspond dates and times with airfare flight times allowing no more than 2 hours prior to departure and 1 hour upon return plus drive time to alternate airports if necessary. 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 . John . Walthier. , . ProLogis. Liz . Reichter. , Square Two Financial. Mary . Miklethun. , U.S. . Bank. 2015 ROCKY MOUNTAIN SUMMIT. Finding the Right Balance of Control. 1. 2015 ROCKY MOUNTAIN SUMMIT. Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. 1. What is the travel and expense card?. It is the combination of all card programs into one. !. State Pcard Program. Local Funds Pcard Program. individual liability Travel Card Program . Result of streamlined and simplified policies. 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 . Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. Agenda. Overview of Concur. Setting up your profile. Creating expense reports. P-Card . and out-of-pocket expenses. How to capture receipts. The . delegate process. Approving reports. Getting help. Benefits of Concur. Mobile Application - iPhone. Open the Concur Mobile App . . Click on . SSO Company Code Sign In. Enter RMVDC4 and click . Next. Enter your campus key and password. Click . Log In. Click . Expense. Agenda. Updates to State Travel Regulations. GSA Review. Before Travel Overview. Spend Authorizations. Expense Reports. Creating a Spend Authorization. Creating an Expense Report. Top Reasons Requests are Delayed. 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. TTR - RP/PO. Purchases on AMEX Card. Final Expense Report. Travel . Advance planning is critical! . Submit your TTR at least one month before travel. It is the travelers responsibility to make sure that the RP is approved . Presented by. A. ccounts Payable (AP). Overview of Training. What is Concur?. Logging into Concur. Concur Homepage. Accessing Concur training site. Concur Training Site. Training Videos. Training Guides . Lisa Bradshaw. Travel Specialist. ext. 4613. Brandon Thomas. Director. ext. 4255. Agenda. Travel Definitions. Travel Authorization. Booking Travel. Traveling. Expense Reconciliation. Other Travel Items.