Expense Reporting - TR

Travel and Expense Module

If you are traveling to a conference, or a meeting more than 50 miles from Cleveland, you need to submit a TA (Travel Authorization) and have it approved before you go.

You do NOT use the TR to begin the travel authorization process. Refer to the complete T&E instructions on creating a TA.

The instructions that follow here are only for an expense report that is not associated with a TA.

When to Use a TR

A New TR is only for those non-travel reimbursable items.

Examples:Last minutes supplies for a training sessionMileage between campuses or clinical sites

SAVE RECEIPTS!

My Tri-C Space

Working at Tri-C channel.

Click the Travel and Expense Link

Login Link

Login to Sungard

User Name:Your S number

Password:Your Pin number

Faculty should use the PIN entered when they submit leave requests and reports.

Navigation Tips

Edit

Profile tabExpense Manager

Tab

Navigation Menu

Review Your Profile

Your approver should be your time sheet approver.

TR – Creating New

On the Expense Manager tab, select New

You MUST be on

Expense Report Link

TR- General InformationSelect from drop down boxes where available. Starred fields MUST have entries. Save and Continue

Cancel the Itinerary Screen

It may, or may not appear, but you do not have an itinerary for a TR.

Enter Expenses: Mileage2. Select type

3. Select Mileage

1. Date

4. Enter number of miles

5. SAVE.System will calculate

New MealG

The New Meal GuidelinesThis includes tax and tip

+

MEALSBREAKFAST $11.00LUNCH $16.00DINNER $34.00

System enters “Pay” amount

here.

Continue the same way for additional expenses. Any items can be deleted by clicking the “x” at far right of screen.

TR - Detail

When all details are entered click View or Submit Report.

Click Print to view a PDF file

Select Detail Report

The PDF file provides an easy way to review your expenses.

Print the PDF file because you will be submitting this to the Accounts Payable office along with all your original receipts.

You also can save the file to your computer if you wish.

Exit PDF

Click Submit

Submit Confirmation

TR –Status Details

TR status can be:1. In Process2. Submitted3. Approved4. Ready to Pay5. Paid

You will soon have a list of all your Expense reports with ID, dates, status, and amounts.

Final Reminder

If you have returned from travel where you submitted a TA, you file a TR that is generated from that TA.

A “straight” TR, such as the one demonstrated in this documentation, is only used for items such as in-county travel, supplies, business meals, etc.

Questions regarding Travel and Expense can be directed to:

Karen MrakAccounts Payable Supervisor

987-4738

Documentation byThe Office of Training and Development/cjkSeptember 2010