Kristie Courtney & Sonya Emmart Chrome River Basics Kristie Courtney & Sonya Emmart

Agenda What is Chrome River Chrome River Benefits TEM Transition Plan Training Resources Pre-Approval Walkthrough Expense Report Walkthrough Questions

Online Travel, Expense, and Invoice Software Solution What is Chrome River? Online Travel, Expense, and Invoice Software Solution

What will Chrome River replace? Travel & Expense Management (TEM) System

What will Chrome River replace? Procurement Card Logs

What will Chrome River replace? eForm process

What will Chrome River replace? Invoice Control Document (ICD) Process

Chrome River Benefits Automated electronic submission, review and approvals Users can follow their report through the approval process. Approvers receive automatic notification of reports in their queue and can approve or return quickly

Approval Email Approvers can: Review detailed information Accept (Approve) Return (Deny) View Receipts Open the report in the Chrome River software

Chrome River Benefits Chrome River software can be accessed any time on any device allowing for real time recording of expenses as they occur. Built in compliance rules take the guess work out of policy interpretation. Provides the ability to submit electronic receipts

Chrome River SNAP app – Available for Chrome River Benefits Chrome River SNAP app – Available for Apple and Android

TEM Transition – Travel Authorizations Last day to enter TA’s in TEM All documents must be Final Approved by 5:00 PM 7/24/2019 In Process Returned For Correction Submitted As of 5:00 PM 7/19/2019 Will be deleted from TEM As of 5:00 PM 7/24/2019 Will be deleted from TEM As of 5:00 PM 7/24/2019 Will be deleted from TEM

TEM Transition – Travel Authorizations All documents must be Final Approved by 5:00 PM 7/24/2019 Approved – Travel has occurred Approved – Travel has not occurred Generate Travel Reimbursement Must be Final Approved by 7/24/2019 5:00 PM No action needed Travel Authorization will be available in Chrome River

TEM Transition – Travel Reimbursement Last day to enter TR’s in TEM All documents must be Final Approved by 5:00 PM 7/24/2019 In Process Returned For Correction Submitted As of 5:00 PM 7/24/2019 Will be deleted from TEM As of 5:00 PM 7/24/2019 Communication from Fin Ops TR may be closed in TEM As of 5:00 PM 7/24/2019 Communication from Fin Ops TR may be closed in TEM

BPC Transition BPC Transactions BPC Transactions 7/10/2019-8/09/2019 6/12/2019-7/09/2019 BPC Transactions 7/10/2019-8/09/2019 Process using current eForm and BPC Log process Process in Chrome River beginning 7/29/2019

iTravel Transition iTravel Transactions iTravel Transactions 6/12/2019-7/09/2019 iTravel Transactions 7/10/2019-8/09/2019 Process using current reconciliation process in TEM Process in Chrome River beginning 7/29/2019

Getting Ready Scan any receipts for Travel or BPC transactions Save to a folder on you computer Upload receipts to your Chrome River profile beginning 7/29/2019 Drag and Drop Upload Email

Getting Ready Download and install Snap app on 7/29/2019 Process travel documents in TEM Remember all documents must be Final Approved by 7/24/2019 Review training material Attend open labs

Training Schedule - July Many additional offerings of the Chrome River Basics training. Multiple open lab sessions are available prior to 7/29/2019. Spread the word!!!

Training Schedule - August Daily open labs beginning 7/30/2019 Assistance getting started in Chrome River and processing: Travel Authorizations Travel Reimbursements Procurement Card Transactions Approvals

Resources Visit our webpage at wichita.edu/CR for: Important announcements Contact information Training resources

Landing Page Landing Page Once you have accessed the application, you will be presented with the Chrome River landing page.

Landing Page – Navigation Bar Remains at the top of your screen no matter where you are in the application.

Landing Page – User Icon & Name User Icon & User Name Button Allows you to: See, choose, or act as a delegate Edit your settings Access Chrome River Help Center Log out

Landing Page – New Button Clicking the +New button allows you to create a new Pre-Approval or Expense report.

Landing Page – Chrome River Logo Clicking the Chrome River Logo will return you to the landing page, regardless of where you are in the application.

Landing Page – Menu Button Clicking the menu button will provide access to: Pre-approvals Expense reports Receipts eWallet Inquiries Approvals (if applicable) Invoices (if applicable)

Landing Page – Dashboard Provides access to: Approvals (if applicable) Expense reports Pre-approvals Invoices (if applicable)

Landing Page – Company Information Provides helpful information such as: Contact information Procurement card statement dates Important information related to Accounts Payable, Travel, and Pcard Links to Help documentation

Contact Information For General Support: Accounts Payable Support accountspayable@wichita.edu Pcard Non-Travel Support accountspayable@wichita.edu Pcard Travel Support wsutraveloffice@wichita.edu Travel Support wsutraveloffice@wichita.edu Vendor Maintenance Support accountspayable@wichita.edu To request departmental training: Kristie Courtney – 978-5988 kristie.courtney@wichita.edu Sonya Emmart – 978-5886 sonya.emmart@wichita.edu