Eastern region iris travel update meeting
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Eastern Region IRIS Travel Update Meeting. Welcome!. Thursday, November 10, 2005 Meeting begins at 2:30 pm EST. Eastern Region IRIS Travel Update Meeting. Thursday, November 10, 2005. Today’s Agenda. Resources available to you (websites) Examples Different cost assignments

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Eastern region iris travel update meeting
Eastern Region IRIS Travel Update Meeting

Welcome!

Thursday, November 10, 2005

Meeting begins at 2:30 pm EST


Eastern region iris travel update meeting1
Eastern Region IRIS Travel Update Meeting

Thursday, November 10, 2005


Today s agenda
Today’s Agenda

  • Resources available to you (websites)

  • Examples

    • Different cost assignments

    • Rejected travel

  • Workflow history

  • Managing Workplace Inbox items

  • Verify travel check – FBL1N

  • Reviewing Q&A document

  • Items from Lois

  • Your questions!


Resources
Resources

  • Eastern Region Website

    • IRIS Training (on navigation bar – left side under Staff Resources)

    • IRIS Travel (on navigation bar – left side under Staff Resources)

    • http://www.uteasternregion.org/

  • IRIS Website

    • Training material, updates, forms

    • http://iris.tennessee.edu/


Additions
Additions

  • IRIS Training page on ER site

    • General IRIS Tips – updated – Contact name for locked IRIS ID changed to Sharon McClain

    • Useful Reports/Transactions for IRIS Favorites - updated


Additions1
Additions

  • IRIS Travel page on ER site

    • Travel Policies – updated link to Treasurer’s site

    • Travel Reimbursement Rate Schedule – updated for temporary mileage increase

    • University & State Travel Regions – updated file

    • Travel Enhancements & Selected Travel Q&A document

    • ZWF_HISTORY with Travel, Alternative Cost Assignment Rounding & Rejected Travel Reason document


Examples
Examples

  • Correcting rejected travel

    • Refer to document in IRIS travel documents Correcting Rejected Travel Reimbursement on ER website

  • Using alternative cost assignments

    • Refer to document ZWF_HISTORY with travel, Alternative Cost Assignment Rounding & Rejected Travel Reason on ER website


Workflow history with travel
Workflow History with Travel

  • Use ZWF_HISTORY transaction and click on Travel tab

  • Refer to document ZWF_HISTORY with travel, Alternative Cost Assignment Rounding & Rejected Travel Reason on ER website


Managing workplace inbox items
Managing Workplace Inbox Items

  • Go into WorkPlace

  • Click on Inbox

    • Workflow (items you need to take action on – like rejected travel)

    • Unread Documents (usually messages – travel has been approved)

    • Documents (usually messages – travel has been approved)


Verify travel check
Verify Travel Check

  • Check ZWF_HISTORY to verify that travel reimbursement has completed process (finished audit process)

  • FBL1N – refer to Verify Travel Check after Workflow document on ER website to see if check has been written and/or cashed


Q a document highlights
Q & A Document Highlights

  • Change in conference hotel taxes

  • Use scroll icon in Trip Manager to view payment history

  • Must have an approved travel request for out-of-state before creating reimbursement

  • Order of documents (must include receipts if required and check off on signed form)

  • Tips on Region field


Q a document highlights1
Q & A Document Highlights

  • “Errors in Simulation” error message

  • Trip description too long

  • Multiple destinations on one-day trip

  • Mileage on one-day or overnight trip (not monthly mileage) – record in distribution area by day

  • Per diem meal reimbursement – based on starting/ending time

  • How does travel appear in ledgers


Items from lois
Items from Lois

  • Do not complete or send in travel with a zero balance

  • Need hard copies on travel to complete audit process – if travel is rejected and corrected, need corrected hard copy

  • Need to check if travel reimbursement process has been completed for your employees – if not moved to paid area after a reasonable amount of time there is a problem. You must check this.



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