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Travel and Expense Tips & Tricks

Get valuable tips and tricks for managing travel and expenses at the FAR Meeting on November 29, 2017. Presented by Nora Compean, Director of Disbursements and Travel Services at the Office of Financial Affairs.

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Travel and Expense Tips & Tricks

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  1. Travel and Expense Tips & Tricks FAR Meeting November 29, 2017 Nora Compean Director of Disbursements and Travel Services (http://www.utsa.edu/financialaffairs/) Office of Financial Affairs

  2. Tips & Tricks • Determine status of travel workflow documents • Add an Ad Hoc reviewer to Expense Reports Office of Financial Affairs Disbursements & Travel Services

  3. Expense ReportsWorkflow History Link • Click on Workflow History Link under VIEW (Link is not visible when using the “Approver” navigation; however, the workflow history will be clearly visible toward the bottom of document). Office of Financial Affairs Office of Financial Affairs Disbursements & Travel Services

  4. Expense ReportsWorkflow History Link • Workflow Monitor Page Disbursements & Travel Services Office of Financial Affairs

  5. Ad hoc Approver Functionality • Click on “+” sign under history workflow of an Expense Report (use “Approver” navigation) Office of Financial Affairs Disbursements & Travel Services

  6. Ad hoc Approver Functionality • An approver can “ad hoc” another approver as either “Reviewer” or “Approver” • Key in Employee ID or use Search feature • “Reviewer” option  viewing • “Approver” option  requires action • Click “Insert” button Disbursements & Travel Services Office of Financial Affairs

  7. QUESTIONS Office of Financial Affairs Disbursements & Travel Services

  8. Your partner for successful solutions Office of Financial Affairs

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