PPT-Travel and Expense Module

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 amp expense Approved vendor status in AP. Challenges and Successes. Challenges. Getting workflow set up. Training faculty and staff. Cash advance module. Hanging encumbrances. Closing Travel Authorizations. Challenges - Workflow. Determine workflow and get it set up quickly. 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. Advanced Topics. Agenda. Frequent User versus Occasional User. Public versus . Private . T. emples. Creating . Documents . from . Templates. Creating . Documents . from . Previous . D. ocuments. General Information Drop Down . Submitted By: Your name. Account Number: 22-0515-9571. Purpose : The reason for the purchase (i.e. team jerseys). Payable to: The person being reimbursed. Expense Request. Direct contact information for the person being reimbursed. Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. . EXPENSE REIMBURSEMENT. CalATERS Global Sign-in Screen. User ID and Password will be assigned after New User Registration is complete. . . CalATERS Global Work Queue. After signing in to CalATERS Global, the employee’s individual work queue screen will display. This screen is used to create new forms. It also contains a history of forms previously . 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. for YOU!. 9/16/2016. 1. .. We heard you!. 9/16/2016. 2. No . standard means for making reservations. Complicated Policies . Paper Intensive Process. No . ability to help travelers in an emergency. No way to limit . Management . Improvement Project. Robert F. Ambach, SVP Finance & Administration. Peter E. . Landgren. , SVP for Academic Affairs and Interim Provost. Online Booking. Online . Request & approval. 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” . PeopleSoft T & E Module Challenges and Successes Challenges Getting workflow set up Training faculty and staff Cash advance module Hanging encumbrances Closing Travel Authorizations Challenges - Workflow May, 2017 . . What is Archivum. ?. Archivum is . a . set of business applications developed . by USF IT on . the Appian BPM (Business Process Management) software, using the Agile methodology. .. Applications are . 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.