PPT-Town Hall Meeting UC Travel & Expense

Management Improvement Project Robert F Ambach SVP Finance amp Administration Peter E Landgren SVP for Academic Affairs and Interim Provost Online Booking Online Request amp approval. org 3864501 Town Councilman Town Hall John Della Ratta jdellarattaniskayunaorg 3864503 Town Councilwoman Town Hall Liz Orzel Kasper lkasperniskayunaorg 3864503 Town Councilwoman Town Hall Julie M McDonnell jmcdonnellniskayunaorg 3864503 Town Councilw 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 . Issues & Lessons . Learned – October 2016. 1. Concur Initial TCSG Rollout . April 26, 2016. with Phase II scheduled for May 16, 2016. Why . the Delay?. 2. A few reasons for the delay….. Car rentals booked through Concur were appearing as personal rentals . August 2012. Overview. Audit findings and risks. IRS “Accountable Plan” rules. Risk of an IRS Audit. Executive Card Use. Travel Expense Rules. Taxable Payments. Business Expense Rules. Club Membership Rules. April 23, 2013. Pittsburgh AFP. David Enick, CTP. Assistant Vice President. Treasury Consulting Group. 2. This presentation was prepared for general information purposes only and is not intended as legal, tax or accounting advice or as a recommendation to engage in any specific transaction, including with respect to any securities of PNC, and does not purport to be comprehensive. Under no circumstances should any information contained in this presentation be used or considered as an offer or commitment, or a solicitation of an offer or commitment, to participate in any particular transaction or strategy. Any reliance upon the presentation is solely and exclusively at your own risk. Please consult your own counsel, accountant or other professional advisor regarding your specific situation. Any opinions expressed in this presentation are subject to change without notice.. Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. . EXPENSE REIMBURSEMENT. CalATERS Global Sign-in Screen. User ID and Password will be assigned after New User Registration is complete. . . CalATERS Global Work Queue. After signing in to CalATERS Global, the employee’s individual work queue screen will display. This screen is used to create new forms. It also contains a history of forms previously . 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 . 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 . for YOU!. 9/16/2016. 1. .. We heard you!. 9/16/2016. 2. No . standard means for making reservations. Complicated Policies . Paper Intensive Process. No . ability to help travelers in an emergency. No way to limit . 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).. 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. 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 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 .