Administrative Meeting, 2/26/18

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Presentation transcript:

Administrative Meeting, 2/26/18 Melissa Roy

Overview 49er Mart Travel Rental Car process Tips and Gratuity Meals Adding an address Exporting reports Travel Rental Car process Tips and Gratuity Meals Mileage reimbursement on personal vehicle Travel Forms

49er Mart- Adding an Address Click on drop down arrow next to your name and select View My Profile.

49er Mart- Adding an Address Under Default User Settings, Select Default Addresses. Click the Select Default Addresses, click on Select Addresses for Profile.

49er Mart- Adding an Address Type the name of the building in the Nickname / Address Text field and press the Search button. Click the bullet beside the correct address.

49er Mart- Adding an Address On the next screen, enter a Nickname for this address and check the Default checkbox to make it your default address. Enter a name in the Attn: field and a number in the Room: field (if goods will always be shipped to the same room). If a field is left blank, it can be added in the cart when checking out.

49er Mart - Reports Search for the information you want to export

49er Mart - Reports Search for the information you want to export

49er Mart - Reports Click on Export Search

49er Mart - Reports File Name and click submit To view file:

49er Mart - Reports Click on report you want to view

49er Mart - Reports Example Report

Travel – Rental Car P-card Personal credit card Direct Bill

Travel – Rental Car 1. Visit Enterprise for quote

Travel – Rental Car 1. Visit Enterprise for quote

Travel – Rental Car 2. Complete Travel Authorization

Travel – Rental Car 3. 49er mart non-catalog item 4. Make note of the PO #

Travel – Rental Car 5. Book with PO #

Travel – Rental Car Receive the PO when travel is complete for payment

Travel – Rental Car If over amount of quote will need to complete a change request

Travel – Tips and Gratuity Taxi or car service drivers: no more than $5 per trip

Meals are not reimbursable if there is no overnight stay. Travel – Meals Meals are not reimbursable if there is no overnight stay.

Travel – Mileage reimbursement

Travel – Forms