How To...

Use Expense Requests Home

• Overview – Expense Requests Home Page
• Interpret Transaction Numbers and Status Codes
• Search for Expense Request Transactions (Expense Reports, Advance Requests, Visitor Reimbursements, Petty Cash Replenishment Requests)

Set Preferences

• General (Your default Business Purpose and Per Diem Location)
• My Allocations (Your frequently used PTAs)
• My Approvers (Your frequently used approver routing lists)
• My Events (Domestic and Foreign Events for which you enter transactions)

Create New Expense Report for an SU Payee (Faculty, Staff, or Student)

• Guidelines for Use of Expense Report Categories
• Create DAPER Expense Report
• Create Domestic Expense Report
  • Itemize Travel or Business Expenses (including alcohol)
• Create Foreign Expense Report
• Create Relocation Expense Report

Create New Expense Report for a Non-SU Payee (Visitor Reimbursement)

• Guidelines for Use of Categories for Non-SU Payee (Visitor Reimbursement)
• Create DAPER Expense Report
• Create Domestic Expense Report
• Create Foreign Expense Report