Upload File

certifying and approving and the expense system

33
Certifying and Approving and the Expense System 10-20-09

Upload: mae

Post on 15-Jan-2016

31 views

Category:

Documents


0 download

Report

Tags:

DESCRIPTION

Certifying and Approving and the Expense System. 10-20-09. Our (Short) Agenda. What? Why? When? How? Who?. What is the Expense System?. Web-based system, accessed through myCU portal ( my.cu.edu ) and used to process: * Travel Authorization Requests - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Certifying and Approving and the Expense System

Certifying and Approving and the Expense System

10-20-09

Page 2: Certifying and Approving and the Expense System

Our (Short) Agenda

What?

Why?

When?

How?

Who?

Page 3: Certifying and Approving and the Expense System

What is the Expense System?

Web-based system, accessed through myCU portal (my.cu.edu) and used to process:

* Travel Authorization Requests

* Employee reimbursements (travel/non-travel)

* Procurement Card transactions

http://www.my.cu.edu/
Page 4: Certifying and Approving and the Expense System

Faster reimbursements* System helps reduce errors/re-work* Electronic approvals/routing* Data entered once

Improved documentation* Supports our business process* Available online

Direction of the future* More modern interface* More environmentally sound

Why implement the Expense System?

Page 5: Certifying and Approving and the Expense System

When does this happen?

Being phased in during 2009 for CU…

Page 6: Certifying and Approving and the Expense System

Who is available to help? Your Department Liaison

* Understands the Expense System* Knows internal business processes/identify initial delegates* Identifies training needs

Our On-site Trainer* Provides scheduled/ad hoc training when you make the switch

Learning Resources* Postcard* Website www.cu.edu/psc/expensesystem.html

Finance & Procurement Help Desk* 303.837.2161

http://www.cu.edu/psc/expensesystem.html
Page 7: Certifying and Approving and the Expense System

A Quick Look: Log in to Portal

Page 8: Certifying and Approving and the Expense System

Opening the Expense System…

Page 9: Certifying and Approving and the Expense System
Page 10: Certifying and Approving and the Expense System

How does your work change?

1. Employee or assistant: prepare paper Travel Voucher (TV)/Payment Voucher (PV) for reimbursement

2. Employee or assistant: attach/review paper receipts

3. Employee: review packet, sign TV/PV, give to approver

4. Approver: review & approve TV/PV, copy/send to PSC

5. PSC: re-enter data in Finance System

1. Employee or delegate: prepare expense report (travel/ non-travel) in Expense System

2. Employee or delegate: attach/review receipts in Exp System

3. Employee: review receipts/certify/ submit expense report in Exp System

4. Approver: review/approve expense report in Exp System

5. PSC: oversee payment processing

Page 11: Certifying and Approving and the Expense System

Certifying and Submitting

Let’s take a look at Certifying and Submitting

Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html

https://www.cu.edu/psc/help/expense.html
Page 12: Certifying and Approving and the Expense System
Page 13: Certifying and Approving and the Expense System
Page 14: Certifying and Approving and the Expense System
Page 15: Certifying and Approving and the Expense System
Page 16: Certifying and Approving and the Expense System
Page 17: Certifying and Approving and the Expense System
Page 18: Certifying and Approving and the Expense System
Page 19: Certifying and Approving and the Expense System
Page 20: Certifying and Approving and the Expense System
Page 21: Certifying and Approving and the Expense System
Page 22: Certifying and Approving and the Expense System
Page 23: Certifying and Approving and the Expense System
Page 24: Certifying and Approving and the Expense System

Approving Expense Reports

Let’s take a look at Approving Expense Reports

Also, full array of learning resources available at:* https://www.cu.edu/psc/help/expense.html

https://www.cu.edu/psc/help/expense.html
Page 25: Certifying and Approving and the Expense System
Page 26: Certifying and Approving and the Expense System
Page 27: Certifying and Approving and the Expense System
Page 28: Certifying and Approving and the Expense System
Page 29: Certifying and Approving and the Expense System
Page 30: Certifying and Approving and the Expense System
Page 31: Certifying and Approving and the Expense System
Page 32: Certifying and Approving and the Expense System
Page 33: Certifying and Approving and the Expense System

Wrapping Up

You have questions?

Remember your resources

Welcome to the Expense System!


Concur: Travel & Expense - Home, Home | University … · Concur Actions. Non-Travel Expense Reports Travel Requests and Expense Reports Approving Travel Requests & Expense Reports

Drugs Approving Authorities

Certifying Voting Systems

Secure Certifying Compilation

Order Certifying Class

Gizmosys Expense Report, Expense Approval, Expense Claim

Approvers Guide for Concur Travel - YSU€¦ · Approvers Guide for Concur Travel Approving travel Requests, cash advances, and travel Expense Reports Youngstown State University

Certifying Surgeon.ppt

Pre- and Final Approvers’ User Guide. Approvers' User GuideSlide 2 Introduction Step-by-Step: Approving (or Rejecting) a Travel Expense Report Helpful

Certifying Authority

Certifying Statement Application

Responsible Office: Comptroller’s Office · Electronic tool that is used by Boston University to automate the reporting, approving, and processing of travel and business expense

March 2006 1 ACO Course (Encompasses Approving Official and Certifying Officer) DON AIR Card Certification Course Lesson 1, Part I Introduction & General

CHALLENGES IN CERTIFYING BIOSAFETY CABINETS · CHALLENGES IN CERTIFYING BIOSAFETY CABINETS Mary Ann Sondrini, EdM Executive Director, Eagleson Institute CHALLENGES IN CERTIFYING BIOSAFETY

Certifying algorithms Algorithms and Networks. Certifying algorithms What is it? Examples: –Euler tour –Bipartite graphs –Flow –Planarity Certifying algorithms2

Approving a Travel Request or Expense Report in concur

Expense Reimbursement Policyprounlimitedglobalsolutions.com/suppliers/wp...expenses. All individuals are expected to use good judgment when claiming or approving the reimbursement

State Approving Agency for Veterans Education & US Department of Veterans Affairs State of Utah Annual Training June 20 th, 2014 Welcome Certifying Officials

KESSLER TOPAZ MELTZER ROBBINS GELLER RUDMAN & …...September 11, 2015 (Dkt. No. 352) (the “Notice Order”); (ii) certifying the Class for settlement purposes; 1 and (iii) approving

APPROVING BIWEEKLY WEB

Siebel Project and Resource Management Administration Guide · Siebel Project and Resource Management Administration Guide Version 8.1/ 8.2 Contents 6 Approving or Rejecting Expense

United Kingdom Civil Aviation Authority No 347 AUG19.pdf · EASA Part-66 aircraft maintenance licence; viii) approving and certifying schools for the training of air traffic controllers;

Certifying Additional Pay

Approving Technology Plans

Code of Practice Inspecting and Certifying Building Works · Code of Practice Inspecting and Certifying Building Works ... - Inspection Plan ... to inspecting and certifying building

Volume II Chapter 3 VA Fund Control PolicyVA Fund Control Policy Volume II – Chapter 3 . 7 5. Approving and certifying officials have training in appropriations law and the budget

Approving Manager T&E Quick Guide - Duke University › sites › default › files › atoms › files... · Approving Manager T&E Quick Guide Updated March 2013 Page 4 All expense

CREATING & SUBMITTING EXPENSE REPORTS...Travel Procedures and Regulations, item II -D, page 6. Manager should be timely in approving the expense report reimbursement or returning them

CERTIFYING PLUMBER - PGDB

Concur Expense: Workflow – General Information Setup Guide€¦ · April 26, 2019 Added a note about the safeguard which prevents a person from both submitting and approving the

Veterans Education and Training On-the-Job Training and ... · PDF fileOn-the-Job Training and Apprenticeship Certifying Officials’ Handbook South Carolina State Approving Agency

ACVAA Certifying Examination

February 20141 Reviewing and Approving an Expense Report Press F5 to begin the slide show. Slides will automatically advance

Rangelov certifying letter

Waimea Water Limited...Statement of Comprehensive Revenue and Expense disclosing actual and ... Reviewing and approving work method statements for critical tasks on the dam site (such