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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

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.