Creating a new expense report for travel reimbursement
This presentation is the property of its rightful owner.
Sponsored Links
1 / 18

Creating a New Expense Report for Travel Reimbursement PowerPoint PPT Presentation


  • 97 Views
  • Uploaded on
  • Presentation posted in: General

Creating a New Expense Report for Travel Reimbursement. Press F5 to begin the slide show. Slides will automatically advance. February 2014. 1. After completing this lesson, you should be able to:. Objectives. Create a new expense report.

Download Presentation

Creating a New Expense Report for Travel Reimbursement

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Creating a new expense report for travel reimbursement

Creating a New Expense Report for Travel Reimbursement

Press F5 to begin the slide show. Slides will automatically advance.

February 2014

1


Objectives

After completing this lesson, you should be able to:

Objectives

  • Create a new expense report

  • Add corporate credit card transactions to an expense report

  • Clear Undefined expense type on an expense report

  • Add out-of-pocket expenses to an expense report

2


Creating a new expense report for travel reimbursement

To create your new Expense Report:

From the Active Work Pane, click New Expense Report

3


Creating a new expense report for travel reimbursement

3

1

2

4

6

7

5

8

9

ENTERING AN EXPENSE REPORT USING A SPEEDTYPE

Report Name: Enter Trip Return Date - Destination

Report Date defaults to the Current Date

There are 2 Policies in MyExpense: UCSF Standard Expense Policy (Employee) and UCSF Guest Policy (Non-employee travel expenses only)

Provide a detailed description of Business Purpose

Business Unit will auto default to the one set-up in your profile

Dept ID will auto default to the one set-up in your profile

Enter the desired SpeedType

Select the Expense Type

Indicate if you have received a Cash Advance

Once all required fields (as shown with red bar on left side) have been completed, click Next

4


Creating a new expense report for travel reimbursement

If you are NOT using a SpeedType, you will need to fill in the fields below:

Fund, Project, Activity Period, Function, &

Flexfield (optional)

Then click Next

5


Creating a new expense report for travel reimbursement

CORPORATE TRAVEL CARD CHARGES?

If you have any Corporate Travel Card charges, they can be viewed in Smart Expenses.

To request UCSF pay your Corporate Travel Card business travel expenses (related to this trip) directly to U.S. Bank, simply select the appropriate charges, drag from Smart Expenses and drop into Expenses (Left Pane)Example: United Airlines Airfare for $150.00

6


Creating a new expense report for travel reimbursement

Some of the charges will have pre-defined expense type while others do not. For those marked as Undefined, an expense type MUST be selected for the entry before it can be submitted.

Click on the Undefined and follow next slide.

7


Creating a new expense report for travel reimbursement

Click on the drop-down & select the appropriate expense type from list (see next slide). Complete all required fields (with red bar on the left side) & click Save

Click on Undefined and new window on right will appear

8


Creating a new expense report for travel reimbursement

As soon as all the fields with red bar are addressed (refer to slide 8); it will clear this red exclamation icon.

9


Creating a new expense report for travel reimbursement

All exceptions with red exclamation icon need to be addressed before the system will allow you to submit. Click on the expense and complete/correct any missing fields to clear the exception.

10


Creating a new expense report for travel reimbursement

Click on the expense type Airfare. A new window will appear on the right. Respond to all fields with red bar (on left side of field) and click Save

11


Creating a new expense report for travel reimbursement

Occasionally you will see a Yellow Flag. This serves as a warning or reminder.

12


Creating a new expense report for travel reimbursement

Adding an out-of-pocket expense

Click the New Expense Tab andsearch for the Expense Type in the Search field or by scrolling through the options

13


Creating a new expense report for travel reimbursement

Click on the Expense Type

14


Creating a new expense report for travel reimbursement

A new window will appear for the newly added expense. Complete all required fields and click Save

15


Creating a new expense report for travel reimbursement

Your newly added expense now appears in the Expenses pane

16


Creating a new expense report for travel reimbursement

Questions

  • CO Solution Center:

    • Tel:(415) 476-2126

  • Email:[email protected]

17


Creating a new expense report for travel reimbursement

Congratulations!

You have successfully completed the training for

Creating a New Expense Report for Travel Reimbursement.

18


  • Login