Anna Fralikhina Radiology Business Office

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Creating the Expense Report

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Presentation transcript:

Anna Fralikhina Radiology Business Office MyExpense Refresher Anna Fralikhina Radiology Business Office June 16, 2016 11/24/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

Travel - Per Diem Domestic Per Diem: Foreign Per Diem: $74 daily max, but as a rule only actual expenses should be claimed Foreign Per Diem: Varies by city and country. Look up here: http://www.defensetravel.dod.mil/site/perdiemCalc.cfm Alaska, Hawaii, & US Possessions are part of “Foreign” travel – non-continental U.S.

Alcohol Sponsored funding/grants – not allowable Discretionary accounts – Allowable with a meal. Cost & amount need to be reasonable, not lavish No hard liquor or spirits is allowable

Allocations Use “Details” => “Allocations” to split funding between two or more funding sources

Allocations Can split funding by percent or amount Follow this guideline: http://controller.ucsf.edu/travel/myexpense/MyExpense-Jan2015/MyExpense%20-%20Allocating%20Expenses.pdf?1031

[ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS] 11/24/2018 Naming Conventions

Redaction Please redact all personal information on receipts: Home/billing address Bank account # Account and routing #s on checks Credit card number (except for last 4 digits) Date of birth, Social security # Don’t know how to redact in PDF? Use this Redaction Tip!

Useful Resources MyExpense protocol: MyExpense resources page: https://radiology-help.ucsf.edu/sites/radiology-help.ucsf.edu/files/wysiwyg/finance/MyExpense/MyExpense%20Protocol-11-7-16.pdf Step-by-step instructions Check Appendix for additional tips MyExpense resources page: https://radiology-help.ucsf.edu/finance/purchasing-systems-support/myexpense View updates, tips, past presentations, and other resources

Useful Resources Radiology Finance page https://radiology-help.ucsf.edu/finance Radiology Staff “Finance Survival” Guide https://radiology-help.ucsf.edu/finance/survival-guide

Contacts Department Contact Controller’s Office Help Desk: Anna Fralikhina: Hanna.Fralikhina@ucsf.edu or (415) 514-0363 Controller’s Office Help Desk: COSolutionCenter@ucsf.edu or 415-476-2126