PPT-s martdata.gen2 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 workflowbased expense management The expense report workflow and approval steps are defined by the College to help meet their expense approval business needs. 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 . Submitted By: Your name. Account Number: 22-0515-9571. Purpose : The reason for the purchase (i.e. team jerseys). Payable to: The person being reimbursed. Expense Request. Direct contact information for the person being reimbursed. Expense Report Training. Overview of Expense Reporting. Logging on. Creating an Expense Report. Account allocation. Adding receipt to transactions. Splitting transactions. Adding mileage transactions. Concur Training . Please refer questions about Concur to:. . Angelita. Negron-Nieves. District 46 Finance Manager. Email: . Concur@Toastmasters46.org. Expenses reports can be submitted anywhere and at anytime . 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. Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. 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. . December 2013. P-Card . and . Expense Reporting. Presentation Overview. P-Card Issuance and Responsibilities. When Submitting An Expense Report. . Approving Expense . Reports. Acknowledging Responsibility . 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. 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 THGEN2 Senior Male 17 OlderWEIGHTFINFLYBANTAMFEATHERLIGHTWELTERMIDDLEHEAVYCATEGORY-54KG-58KG-63KG-68KG-74KG-80KG-87KG87KGSIZE EBP23334445LEVEL2122232425262728GEN2 Senior Female 17 OlderWEIGHTFINFLYB 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 .