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CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean Donna Burkhardt Patty Anderson Damon Dorsey

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CATSJanuary 24, 2019

Chrome River ReportingApprovers: How to Change Account Allocations

Tammy BeanDonna BurkhardtPatty AndersonDamon Dorsey

Presenter

Presentation Notes

On an expense report

How to Change Account AllocationApprovers

January 24, 2019

Page 5: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Page 6: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Presenter

Presentation Notes

You would use this same process to change the amount (if there is a limit)

Page 7: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

How to Change Object Codes

• You can’t as an approver

• However, “Return” the expense report to the initiator with a note. They can change the expense mosaic (object code) and submit it again.

January 24, 2019Customize footer: View menu/Header and Footer

Page 8: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Training and Documentation• Documentation• Webinars for Approvers and FO’s

January 24, 2019Customize footer: View menu/Header and Footer

Page 9: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Reporting• Is available for Transaction Approvers and

Fiscal Officers

• For travelers who want to see reports, use “Inquiry”

Page 10: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Page 11: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Reporting for Approvers and FO’s• Numerous Expense Standard Reports

• Each Report has “Filters” that include (for example), the Date Range, Expense Owner, Report ID, Approver, Paid Items, etc.

• Once you enter your criteria, select your output (such as spreadsheet) and “Run Report.”

Expense Analysis by Account

Presenter

Presentation Notes

The expense analysis report is the one that you are going to use the most….the go to.

Page 14: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Page 15: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Presenter

Presentation Notes

Transaction date is what you entered on the travel reimbursement

Page 16: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Page 17: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Page 18: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Page 19: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Page 20: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Page 21: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

January 24, 2019Customize footer: View menu/Header and Footer

Page 22: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Credit Card Reconciliation

January 24, 2019Customize footer: View menu/Header and Footer

Presenter

Presentation Notes

2 reports linked to credit card data….Credit Card Reconciliation and Transactions Not Exported

How to Change Account AllocationApprovers

January 24, 2019

Page 26: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Page 27: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Presenter

Presentation Notes

You would use this same process to change the amount (if there is a limit)

Page 28: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

How to Change Object Codes

• You can’t as an approver

• However, “Return” the expense report to the initiator with a note. They can change the expense mosaic (object code) and submit it again.

January 24, 2019Customize footer: View menu/Header and Footer

Page 29: CATS · CATS January 24, 2019 Chrome River Reporting Approvers: How to Change Account Allocations Tammy Bean ... Expense Analysis by Account. The expense analysis report is the one

Training and Documentation• Documentation• Webinars for Approvers and FO’s

January 24, 2019Customize footer: View menu/Header and Footer

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