How To...
Step-by-Step Instructions:
Expense Requests Basics
Determine Transaction Type for New Transaction
Use Expenditure Type Mapping Tool
Expense Report
Create New Expense Report for an SU Payee (Faculty, Staff, or Student)
Create New Expense Report for a Non-SU Payee (Visitor Reimbursement)
Advance
Guidelines for Use of Advance Categories
Non-PO Payment
Guidelines for Use of Non-PO Payment Categories
Determine If Non-PO Payment Is for a Foreign Expense
Create New Non-PO Payment Request – Single Payee
Create New Non-PO Payment Request – Multiple Payees
Manage Travel Card (TCard) Charges
View and Organize Outstanding TCard Charges
Record a TCard Charge in Dispute
Reconcile a Disputed TCard Charge
Foreign Expenses
Create Foreign Expense Report for SU Payee
Create Foreign Expense Report for Non-SU Payee
Paying Human Subjects
Overview – Paying Human Subjects
For Petty Cash Custodians
Other Instructions for Petty Cash Custodians
Workflow for Preparers
Handle Rejected / Returned Transaction
Workflow for Transaction Approvers
Approve / Reject an Expense Report, Advance, or Non-PO Payment
Use Vacation Rules (Redirect or auto-respond to Notifications)
Manage Access to Your Worklist by Others (Specify user that can view and act upon your notifications)
Supplier / Payee Setup
About Supplier / Payee Records and the Supplier / Payee Portal
Make a Supplier / Payee Request
View Pending Supplier / Payee Requests
Complete a Supplier / Payee Request for Confidential Information (Secure Portal)
