1. Research Administrators Forum and Training Session
Laura putz, associate controller
Unrestricted Accounting - HSC
April 7, 2016

3. UNM Chrome River Expense Solution
Chrome River will replace current DPEZ/DPI process
Incorporates electronic approvals
No more signatures
Eliminates routing paper documents
Chrome River will replace current PCard Reconciliation process

4. UNM Chrome River Benefits
Reduce manual processing and handling of expense reports Lower processing costs by increasing efficiency Reduces processing time and increases compliance with administrative policies Eliminates duplicate entries through direct integration

5. UNM Chrome River Benefits
Automated electronic submissions Ability to attach receipts and other documentation Integrated with PCard for travel items Automated electronic reviews and approvals Extensive reporting capabilities with Web Focus/MyReports

6. UNM Chrome River - What to expect…
UNM Administrative Policy changes
4030 – Travel
4020 – Moving Expense
4320 – Purchasing Goods off Campus
2170 – Honorarium Payments
4040 – Employee Recruitment Expense
4370 – Receiving & Paying for off Campus Purchases
2480 – Incentives for Program Participants
2110 – Long Distance Calling
Draft policies for review through 4/21/16

7. UNM Chrome River - What to expect…
Planning/Design/Transition Phase
Technical Consideration
Data integration – COA, Vendors, Account Codes
Testing and Validation
Training Development
Early Implementation Phase
Targeted for May 2016
Campus Wide Implementation
July 1, 2016 – Happy New Fiscal Year!

8. UNM Chrome River - What we will miss…
Routing Paper Documents
Signatures
Queue errors
Document logs for tracking
Taping of small receipts onto paper
Account code disapprovals
PCard Workflow
Custom fields were added to each expense bucket to give the approver more knowledge and understanding about the request. This also helps the Travel & Procurement team to know if they need to do any of the booking on behalf of the employee.

9. UNM Chrome River – Teams
Integration and IT Resources – Parveen Nagji
Policy Review and Update – Doug Nelson
Processing and Approvals – Jason Galloway
Training and Communications – Laura Putz
PCard Processes – Peggy Sedillo
Security and Approval Routing – Lorrie Black
Compliance
Tax Reporting – Marty Desautels & Trudi Flynn
End User Processing and Approvals
Lorrie Black – Main Campus
Beth Walker and Joyce Chavez – HSC Campus

10. UNM Chrome River – Next steps…
Campus Communications
Open Forums (RAN, RAFT, LEARN Sessions)
Financial Services Communications via List-Serv
Purchasing Newsletter
Fiscal Agents Network Group (FANG)
Training
In development
Website

11. UNM Chrome River - Demo…
Create, Submit and Track Expense Reports
Testing and Design instance being used for the demonstration. Implementation instance will vary.