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Go to Travel and Expense
Log in using your A# and password. Click log in.
In the drop down box find the traveler’s name.
To Create a New Travel Expense Report (TR)
A TA has to be completed and approved before a TR is created.
Go to Expense Manager.
Find original completed TA.
Click once so it is highlighted.
Click Generate Expense Report (bottom right corner)
A box will pop up with Report Name, Report Date and Affiliation. (This information is copied from the TA)
On the Expense Report List for the traveler, a TR has been created.
Choose the TR in which you are reconciling (the most recent one will be on the top).
Double click on the TR to open.
Start with Reimbursable:
All estimated expenses that were included with the TA will populate.
Check each expense and match up with receipt for actual costs.
For the location box – If the expense type is Airfare, enter appropriate Airport code for airfare. This will help track the University’s Carbon Footprint.
Funding – If you have an expense that needs to be split (charged to multiple indexes), or charged to a different index than the default index, this is where you will make such changes
Go to Non-Reimbursable
Change any amounts necessary to make all totals match actual receipt amount
Scan all documentation and receipts
Click Attachments (on left)
Click More Actions (above the blue bar)
Choose Add Attachment
Find the file you have saved and click Open
Once finished click the View or Submit Button
Verify all information on the screen is accurate