University of Wisconsin-Madison

Business Services

e-Reimbursement Job Aids

Step-by-Step Job Aids for e-Reimbursement processes are listed below. They are printable and in portable document format (PDF). Download Adobe Reader to view PDFs.

Request Approval for Travel or Expenses

• Use Template to Create Travel Authorization Request
• Create Travel Authorization Request for Yourself
• Create Travel Authorization Request for Someone Else
• Modify Travel Authorization Request
• Where Are My Travel Authorizations?

Expense Reports

• Use Template to Create Expense Report
• Create Expense Report for Yourself
• Create Expense Report for Someone Else
• Create Expense Report from Travel Authorization Request
• Modify Expense Report
• Print Expense Report Documents
• Where are My Expense Reports?

Credit Card Receipts/ My Wallet

• Review/Modify Credit Card Receipts in My Wallet
• Add Corporate Credit Card Receipts to Expense Report

Receipt Splitting

• Split Lodging Receipt With Another Expense Type
• Split Receipt for Reimbursable/Non-Reimbursable Expense

Using Templates

• Create Template for Expense Report
• Create Template for Travel Authorization Request
• Modify Template
• Use Template to Create Expense Report
• Use Template to Create Travel Authorization Request

Approve Expense Transactions

• Approve Expense Report
• Approve Travel Authorization Request
• View Employee Expense History
• Run Manual Expenses Edit Check (Report) to Validate Funding String

Hold /Save/Send Back Expense Transactions

• Send Expense Report Back to Traveler - Athletic Dept
• Send Travel Authorization Back to Traveler

Accounting Defaults

• Modify Default Accounting for Expense Report
• View Default Accounting For Expense Report

User Profiles and Preferences

• Adding and Editing Favorites (Approver)
• Adding and Editing Favorites (Traveler)
• Delegate Entry Authority
• Set Default Currency to US Dollars
• View Employee Profile
• View/Modify Primary Email Address
• View/Modify User Default Settings

Run Audit Queries and Reports

• Run Manual Expenses Edit Check (Report) to Validate Funding String

Manage Workflow

• Reassign My Workflow
• Reassign Workflow To Me
  

Expense Types

• Airfare-Cancel/Change Fee
• Airfare-Coach Only
• Airfare-Travel Agency Svc Fee
• Athletic Pre/Post Game
• Athletics Team Breakfast
• Athletics Team Dinner
• Athletics Team Lunch
• Business Communications
• Bus/Train-Long Distance
• Car Rental
• Event
• Gas
• Local Transport/Shuttle
• Lodging
• Lodging-Extended
• Lodging-Group
• Meals
• Mileage
• Other Non-Travel
• Other Travel
• Parking
• Phone Calls-Personal
• Registration Fee
• Taxi

 

File last updated: January 13, 2010

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© 2006 Board of Regents of the University of Wisconsin System