(brief) overview 10-19-09. our (short) agenda what? when? who? how?
TRANSCRIPT
(Brief) Overview
10-19-09
Our (Short) Agenda
What?
When?
Who?
How?
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
When does this happen?
Being phased in during 2009 for CU…
Who is available to help?
Your Department or Dean’s Office
Our On-Site Trainer
Learning Resources
Finance & Procurement Help Desk
A Quick Look: Log in to Portal
Opening the Expense System…
Delegates
Individual authorized to act, in the Expense System, on behalf of another person.
Employee Reimbursements
Procurement Card (Currently referred to as “Reallocator”)
Setting Delegates
Acting as a Delegate
Overview
Required field
Searches
Exceptions
Tooltips
Warning Exception
(red flag)
Caution Exception
(yellow flag)
How does your work change for Procurement
Card? Reallocate in ACARD System
Monthly statement from ACARD
Receipts from purchases
File Expense System
Expense System
Procurement Card Expense Reports
Let’s take a look at creating Procurement Card Expense Reports
Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html
How does your work change for travel?
TA # from TAP
Per diems from website
Receipts from trip
Travel Voucher (TV)
File
Expense System
Expense System
Expense System
Expense System
Travel Authorization Requests
Let’s take a look at Travel Authorization Requests
Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html
Itineraries
Let’s take a look at Itineraries
Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html
Reimbursement Expense Reports with Travel Authorizations
Let’s take a look at creating Employee Reimbursement Expense Reports with Travel Authorizations
Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html
Wrapping Up
Do you have questions?
Remember your resources
https://www.cu.edu/psc/help/expense.html
https://www.cu.edu/psc/expensesystem
Finance & Procurement Help Desk
303-837-2161 or 303-315-2846
Welcome to the Expense System!