Travel and Expense Tips & Tricks FAR Meeting November 29, 2017 Nora Compean Director of Disbursements and Travel Services Office of Financial Affairs (http://www.utsa.edu/financialaffairs/)
Tips & Tricks Determine status of travel workflow documents Add an Ad Hoc reviewer to Expense Reports Office of Financial Affairs Disbursements & Travel Services
Expense Reports Workflow 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
Expense Reports Workflow History Link Workflow Monitor Page Office of Financial Affairs Disbursements & Travel Services
Ad hoc Approver Functionality Click on “+” sign under history workflow of an Expense Report (use “Approver” navigation) Office of Financial Affairs Disbursements & Travel Services
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 Office of Financial Affairs Disbursements & Travel Services
QUESTIONS Office of Financial Affairs Disbursements & Travel Services
Your partner for successful solutions Office of Financial Affairs