PPT-My Wallet & Expense Reports

FSUN Brown Bag Thursday July 23 2015 Agenda Cardholders Expense Preparers Approvers Cardholders Use of My Wallet is for cardholders who are NOT Expense Preparers in EFS Use My Wallet to. Go to wwwcaseedufin to log in with your CWRU Network ID and password If you are able to log in and have the Manager Self Service link in the left Menu then you are able to use the system Step Action 1 Click the Manager Self Service link 2 Click the Expense Report Training. Expense Reporting Overview. User login. User roles. Viewing and approving Expense Reports. Agenda. Page . 2. January 2014. The expense reporting feature allows Smith College to do workflow-based expense management. The expense report workflow and approval steps are defined by the College to help meet their expense approval business needs. Presented by: Amy Lavin & Teri Cook. Why Concur?. Manual Paper Driven Process. Error prone. Travel Agencies. Authorizations and Approvals. Compliance. Some of the Universities that are using Concur. By Himanshu Bhatia, Yogita Rawat, Ranjan Gupta & Swati Gupta. Guide : Mr. Suresh Sindhi. 22. nd. Indian Fellowship Seminar. Indian Actuarial Profession. Serving the Cause of Public Interest. Introduction. Windows Phone. 2-533. Amy Rambhia. Program Manager II. . Brian Cross. Senior Software Developer. Amy . Rambhia. Program Manager II. . Brian Cross. Senior Software Developer. Wallet pain point. Wallet to the customer. Expenses. January 2015. Fit Gap Sessions. Agenda. Introductions. Objectives. Schedule . Fit Gap . Global Enhancements with 9.2. . Business Process Deltas between 9.0 and 9.2 . Online Review / Offline Review. 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. 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. Tazbaz. ITMG 10. How it works. Download application on Android smartphone. . Set up payment information. Shop in store. Click on type of payment and tap phone next to Near Field Communication terminal (NCF). 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. Disbursements and Travel Services Office. September 28. th. , 2016. Office of Financial Affairs. (. http://www.utsa.edu/financialaffairs/. ). Travel & Expense . Workflow . Expected to “go live” . 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 page four SUMMER 2013 - 14 My name is Blair and I came from Scotland to work as a JET in Nara Prefecture for two years. Among all the fantastic opportunities that came from 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.