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 Register for Concur Mobile app prior to using My Concur Profile Mobile Registration x Know your funds details Chart Fund Program If unsure check with your finance administrators x When scanning receipts do not scan all receipts into one document as 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. Matthias Baer. Senior Program . Manager. 2-020. Wallet. NFC. Cards & Deals. Apps. Store. Tap to Share. Tap to Pair. Tag Reading. Tap to Pay. “Secure”. “Proximity”. Wallet != NFC. UX Walkthrough. 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. Preventing Phishing Attacks by Revealing User Intentions. 10/20/2009. Loomi. Liao. Agenda. The problems. Some anti-phishing solutions. The Web Wallet solutions. The Web Wallet User Interface. User study. Option #1. User View. Home Expense Time and Attendance Reports User Admin. Company. Notifications. Skip. View. Something came in the mail today. Powered By. Apptricity. Action Items. Skip. 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. 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. Overview of Expense Reporting. Logging on. Creating an Expense Report. Account allocation. Splitting transactions. Adding receipt to transactions. Adding mileage transactions. Adding out-of-pocket transactions. 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. 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. FIS Reports. . Fall 2013. Outline. Logging In. Initial Setup. Main Page. Monthly Department Reports. Other Reports. Questions. FIS Banner – . Cognos. BI-home +. Logging in. Logging in. Password process.