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Travel Reimbursement

 

          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)

          Click Save.

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.

Choose Expenses

          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

          Add Attachments

                    Scan all documentation and receipts

                   Click Attachments (on left)

                   Click More Actions (above the blue bar)

                   Choose Add Attachment

                   Click Browse

                   Find the file you have saved and click Open

                   Click Attach


Once finished click the View or Submit Button

Verify all information on the screen is accurate

Click Submit