(Brief) Overview

10-19-09

Our (Short) Agenda

What?

When?

Who?

How?

What is the Expense System?

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

* Travel Authorization Requests

* Employee Reimbursements (travel/non-travel)

* Procurement Card Transactions

When does this happen?

Being phased in during 2009 for CU…

Who is available to help?

Your Department or Dean’s Office

Our On-Site Trainer

Learning Resources

Finance & Procurement Help Desk

A Quick Look: Log in to Portal

Opening the Expense System…

Delegates

Individual authorized to act, in the Expense System, on behalf of another person.

Employee Reimbursements

Procurement Card (Currently referred to as “Reallocator”)

Setting Delegates

Acting as a Delegate

Overview

Required field

Searches

Exceptions

Tooltips

Warning Exception

(red flag)

Caution Exception

(yellow flag)

How does your work change for Procurement

Card? Reallocate in ACARD System

Monthly statement from ACARD

Receipts from purchases

File Expense System

Expense System

Procurement Card Expense Reports

Let’s take a look at creating Procurement Card Expense Reports

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

How does your work change for travel?

TA # from TAP

Per diems from website

Receipts from trip

Travel Voucher (TV)

File

Expense System

Expense System

Expense System

Expense System

Travel Authorization Requests

Let’s take a look at Travel Authorization Requests

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

Itineraries

Let’s take a look at Itineraries

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

Reimbursement Expense Reports with Travel Authorizations

Let’s take a look at creating Employee Reimbursement Expense Reports with Travel Authorizations

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

Wrapping Up

Do you have questions?

Remember your resources

https://www.cu.edu/psc/help/expense.html

https://www.cu.edu/psc/expensesystem

Finance & Procurement Help Desk

303-837-2161 or 303-315-2846

Welcome to the Expense System!