PPT-Travel and Expense

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. Travel and Expense Module. Travel and Expense Advantages. WebNow. Travel and Expense Module. Roles. Travelers. Employees. who travel. Needs a valid employee profile in travel & expense. Approved vendor status in AP. 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. 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. 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).. 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 . 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. 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 Overview of Travel Procedures. At least 2 weeks. in advance of your trip, . request . time off from work for travel. When time off is approved, create and file a . Travel Authorization. in PeopleSoft. 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. 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 . Concur Training . Concur Home Page. Concur. Home Page. Section . Description . Trip Search. This section provides the tools you need to book a trip with any or all of these: Flight: Use to book a flight. You can also book hotel and reserve a car at the same time. Car, Hotel, or Rail: Use to book hotels, reserve rental cars, etc. if not including them while booking a flight (Flight tab)..