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(Brief) Overview PowerPoint Presentation
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(Brief) Overview

(Brief) Overview

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(Brief) Overview

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  1. (Brief) Overview 10-19-09

  2. Our (Short) Agenda What? When? Who? How?

  3. What is the Expense System? • Web-based system, accessed through my.CU portal (my.cu.edu) and used to process: * Travel Authorization Requests * Employee Reimbursements (travel/non-travel) * Procurement Card Transactions

  4. When does this happen? • Being phased in during 2009 for CU…

  5. Who is available to help? Your Department or Dean’s Office Our On-Site Trainer Learning Resources Finance & Procurement Help Desk

  6. A Quick Look: Log in to Portal

  7. Opening the Expense System…

  8. Delegates Individual authorized to act, in the Expense System, on behalf of another person. Employee Reimbursements Procurement Card (Currently referred to as “Reallocator”)

  9. Setting Delegates

  10. Acting as a Delegate

  11. Overview Required field Searches Exceptions Tooltips Warning Exception (red flag) Caution Exception (yellow flag)

  12. How does your work change for Procurement Card? • Reallocate in ACARD System • Monthly statement from ACARD • Receipts from purchases • File Expense System Expense System

  13. Procurement Card Expense Reports Let’s take a look at creating Procurement Card Expense Reports Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html

  14. How does your work change for travel? • TA # from TAP • Per diems from website • Receipts from trip • Travel Voucher (TV) • File Expense System Expense System Expense System Expense System

  15. Travel Authorization Requests Let’s take a look at Travel Authorization Requests Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html

  16. Itineraries Let’s take a look at Itineraries Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html

  17. Reimbursement Expense Reports with Travel Authorizations Let’s take a look at creating Employee Reimbursement Expense Reports with Travel Authorizations Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html

  18. Wrapping Up Do you have questions? Remember your resources https://www.cu.edu/psc/help/expense.html https://www.cu.edu/psc/expensesystem Finance & Procurement Help Desk 303-837-2161 or 303-315-2846 Welcome to the Expense System!