EXPENSEREIMBURSEMENT

1

TempleemployeesmustuseConcurforALLreimbursement requests:• Travel.• Non-TravelFood (seminardinners, etc.).• MiscellaneouspurchasesnotmadeonP-Cardor

through TUMarketplace(i.e.,lumberatHomeDepot,artsuppliesetc.).

Atthetopofthewebsite, clickon“Expense”.

Under“ManageExpenses” youwillclickon“CreateNewReport”.

Thestatusofanypending reportswillalsobelistedhere

ClickHere

2

Onthenextscreenyouwillfillinorselecttherequiredinformationmarkedbytheredverticallineonleftofeachfield.

Iftheexpenses areforaclass,youmustindicateintheReportNamesectiontheclassname,coursenumberandthesectionnumber.

OntherightyouwillbepromptedtoselecttheOrgandFund.

IfyouDONOTseetheFOAPALlisted,DONOTcreatethereport.SeeoneoftheFinanceTeamMembers.

APop-Upwillappearpromptingyoutocreateanitineraryforthereport.

1.Ifyoubooked aflightthroughConcur,you can“ImportItinerary”.2.Ifyoudidnotbookaflight,thenyouwillneedtocreateanitinerary.3.Iftheexpense isnotfortraveloronly foradaytrip,click“Cancel”. (SKIPTO

PAGE6TOCONTINUE).

3

Onthebottomofthepop-up screenyouwillseeyour“AvailableItineraries”.Clickontheitineraryandthen“Assign”atthetop.Thiswillassigntheitinerarytoyourcurrentexpensereport.

Whenmanually creatinganitinerary,youMUST addatleasttwostops.1.Firstentry:DepartureCity– ArrivalCity.2.Second entry:DepartureCity– ArrivalCity.

Click“Next”atthebottomofscreentocontinue.

12

4

Onthenextscreen,clickontheassigned itineraryandonbottomofscreenclick“Next”.

ClickHere

TheitinerarywillgenerateyourPerDiemexpenses.YoucanexcludetheperdiemratesforBreakfast,Lunchand/orDinnerbyclickingontheboxes.Whenyouaredoneclickon“CreateExpenses”.

IfyouneedtomakechangestoyourPerDiemexpenses, clickon“Details”,then“Expenses&Adjustments”.

5

Ifyouneedtochangethedetailsofyouritineraryoraddastop,clickon“Details”andonthedropdownmenuselect“AvailableItineraries”.

6

Onceyouhavecreatedyouritinerary(orclicked“Cancel”tobypass theitinerary)theexpensemenuscreenwillappearandyoucanselectthetypeofexpensesyouwantreimbursementunder.,i.e.,“EmployeeHotel”,“Taxi”,etc.

7

Alistofyourexpenseswillpopulateontheleftsideofthescreen.Ifyouneedtomakecorrectionstoanyexpense,clickontheitemandtheright-sideofthescreenwillgobacktotheinput fieldsforthatexpense.

Clickonexpensetoedit

MealReceipts-ifitisfor10peopleorless, youmustlisteachpersonwhoattended.Ifitisformorethan10people, youmustlistinthecommentsectionthatthisisforagroupof10andmoreandwhatthemealisfor.

Ifyouhaveareceiptandthereisn’tanexpense typelisted, selectmiscellaneousandindicateindetailwhattheexpenseisforinthecommentsection.

Allsections thatarerequiringinformationwillbemarkedbytheredverticallineonleftofeachfield.

Allexpenses over$25,musthaveareceiptattachedtotheexpense.Thereceiptmustbeanitemizedreceiptandnotyourcreditcardreceipt.

Ifyouloseareceipt,youcanclickon“Receipt”andthen“MissingReceiptAffidavit”.Pleaselistinfulldetailwhattheexpensewasforandwhereitwasfrom.

8

Ifyoubooked yourflightviaConcur orthroughWorld Travel,theflighthasalreadybeenpaidandthechargeappliedtothedesignatedFOAP.

YouwillneedtogointotheAirFareexpense andclickontheboxmarked“Personal/Prepaid”.

Thisoption appliestoALL expensethatwereprepaid.

Hotelexpenses requirethatyouitemizethenightlycharges.Onceyoucreatetheexpense, youwillclickonthe“Itemize”buttononthebottomright.

Thiswilldirectyoutothe“NightlyLodgingExpenses”tab.Enterthe“Check-inDate”andthe“NumberofNights”fieldwillpopulate.

Youmustentertheroomrateandtaxeschargeorselecttheboxthatwillcombinedtheroomrateandtaxes. TIP:Ifroomratesvarybynight,averageoutthecostoftherate.

Internet,parking,etc.should beaddedunder“Additional Charges”.

Conversion

9

ConcurwillconvertanyforeigncurrencychargestoU.S.Dollars.When youinputtheamountofthecharge,ontheleft,changeUSDtotheappropriatecurrentandthesystemwillautomaticallycalculatetheappropriateU.S.Dollaramountforreimbursement.

Anyexpensethatisnotproperly itemizedordoesnothaveareceiptattachedwilldisplay awarningerror.Theseerrorsmustbecorrected.

Ifyouhoveryourmouseoverthewarningicons, apop-upwillappearexplainingtheerror.

Note:Anyexpense$25.00orlessdoesnotrequireareceipt.However,itisrecommendedyouincludedallreceipts.

Ifyouloseareceipt,youcanclickon“Receipt”andthen“MissingReceiptAffidavit”.Pleaselistinfulldetailwhattheexpensewasforandwhereitwasfrom.

10

IfyouneedtochangetheFOAPassignmentorallocateexpensebetweenmorethanoneFOAP, clickon“Details”andfromthedrop-down menu,clickon“Allocations”.

Clickontheboxesindividually orselectall,thenclickon“AllocateSelectedExpenses” button.

Ontheright-sideofthescreen:1.“AllocateBy”– Percentageorbyspecificamount2.“AddNewAllocation”– SelectanotherFOAPtocharge3.UnderOrganizationandFund– changeFOAPassigned toallorselectedexpenses

ChangeFOAP

11

Whenyouarefinished addingallexpenses, youwillhitthe“SubmitReport”buttonontheupperrightcornerofthescreen.

Ifyouneedtomakechangesafterareportissubmitted, youcanclickonthe“Recall”buttonontheupperrightcorner.

12

Tolook uppastreportssubmitted,Click on“ReportLibraryontherightsideofscreen.

ThereportscreendefaultstoReportssubmittedwithinthelast90Days.

Onceyoufindthereportyouwant,clickonthereportyouwanttoviewanditwilldirectyoutotheexpensedetails.

EXPENSEREPORTS

Toviewreportsoutsidethisperiod, clickon“View”andadropdownmenuwillappear.Selecttheparametersyouwanttogenerateanewreportlist.