Certifying and Approving and the Expense System 10

  • Slides: 33
Download presentation
Certifying and Approving and the Expense System 10 -20 -09

Certifying and Approving and the Expense System 10 -20 -09

Our (Short) Agenda What? Why? When? How? Who?

Our (Short) Agenda What? Why? When? How? Who?

What is the Expense System? Web-based system, accessed through my. CU portal (my. cu.

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

Why implement the Expense System? Faster reimbursements * System helps reduce errors/re-work * Electronic

Why implement the Expense System? Faster reimbursements * System helps reduce errors/re-work * Electronic approvals/routing * Data entered once Improved documentation * Supports our business process * Available online Direction of the future * More modern interface * More environmentally sound

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

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

Who is available to help? Your Department Liaison * Understands the Expense System *

Who is available to help? Your Department Liaison * Understands the Expense System * Knows internal business processes/identify initial delegates * Identifies training needs Our On-site Trainer * Provides scheduled/ad hoc training when you make the switch Learning Resources * Postcard * Website www. cu. edu/psc/expensesystem. html Finance & Procurement Help Desk * 303. 837. 2161

A Quick Look: Log in to Portal

A Quick Look: Log in to Portal

Opening the Expense System…

Opening the Expense System…

How does your work change? 1. 2. Employee or assistant: prepare paper Travel Voucher

How does your work change? 1. 2. Employee or assistant: prepare paper Travel Voucher (TV)/Payment Voucher (PV) for reimbursement 1. Employee or delegate: prepare expense report (travel/ non-travel) in Expense System 2. Employee or delegate: attach/review receipts in Exp System 3. Employee: review receipts/certify/ submit expense report in Exp System Employee or assistant: attach/review paper receipts 3. Employee: review packet, sign TV/PV, give to approver 4. Approver: review & approve TV/PV, copy/send to PSC 4. Approver: review/approve expense report in Exp System 5. PSC: re-enter data in Finance System 5. PSC: oversee payment processing

Certifying and Submitting Let’s take a look at Certifying and Submitting Also, full array

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

Approving Expense Reports Let’s take a look at Approving Expense Reports Also, full array

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

Wrapping Up You have questions? Remember your resources Welcome to the Expense System!

Wrapping Up You have questions? Remember your resources Welcome to the Expense System!

Approving an Expense Report Concept Approving an ExpenseApproving an Expense Report Concept Approving an Expense
Approving Payment Requests Concept Approving Payment Requests ApprovingApproving Payment Requests Concept Approving Payment Requests Approving
Approving Projects Events Concept Approving Projects Events ApprovingApproving Projects Events Concept Approving Projects Events Approving
Concur Travel and Expense Management Approving Requests ExpenseConcur Travel and Expense Management Approving Requests Expense
Copying Expense Report Expense Lines Concept Copying ExpenseCopying Expense Report Expense Lines Concept Copying Expense
Certifying algorithms Algorithms and Networks Certifying algorithms WhatCertifying algorithms Algorithms and Networks Certifying algorithms What
THE CERTIFYING AUTHORITY How the Certifying Authority canTHE CERTIFYING AUTHORITY How the Certifying Authority can
School Certifying Official Workshop State Approving Agency SAASchool Certifying Official Workshop State Approving Agency SAA
APPROVING A REQUISITION Approving Requisitions in Benny BuyAPPROVING A REQUISITION Approving Requisitions in Benny Buy
APPROVING A REQUISITION Approving Requisitions in Benny BuyAPPROVING A REQUISITION Approving Requisitions in Benny Buy
Approving Timesheets by Email Approving a Timesheet todayApproving Timesheets by Email Approving a Timesheet today
Approving or Denying Requisition Chart Fields Concept ApprovingApproving or Denying Requisition Chart Fields Concept Approving
Approving WriteOff Amounts Using Mobile Approvals Concept ApprovingApproving WriteOff Amounts Using Mobile Approvals Concept Approving
Travel and Expense Management in Concur Approving RequestsTravel and Expense Management in Concur Approving Requests
Approving Expense Reports using a Mobile Device ConceptApproving Expense Reports using a Mobile Device Concept
Travel and Expense Travel and Expense The DepartmentTravel and Expense Travel and Expense The Department
Travel and Expense Module Travel and Expense ModuleTravel and Expense Module Travel and Expense Module
Concur Travel and Expense Management Expense Report PreparationConcur Travel and Expense Management Expense Report Preparation
Payroll and Expense Management Index Introduction Expense ManagementPayroll and Expense Management Index Introduction Expense Management
Travel and Expense Travel Authorizations Expense Reports CashTravel and Expense Travel Authorizations Expense Reports Cash
Reimbursements Downloading the expense 365 app expense 365Reimbursements Downloading the expense 365 app expense 365
Verifying Expense Report Receipts Concept Verifying Expense ReportVerifying Expense Report Receipts Concept Verifying Expense Report
Expense Management Manual expense reports can be difficultExpense Management Manual expense reports can be difficult
Panther Soft Financials Travel Expense Agenda Travel ExpensePanther Soft Financials Travel Expense Agenda Travel Expense