1. Danielle Gurule, Accountant 2: Contract & Grant Accounting
Research REIMBURSEMENTS IN CHROME RIVER Floating down the calm river, not riding the rapids
Jessica Alderete, Supervisor Fiscal Services: Contract & Grant Accounting
Danielle Gurule, Accountant 2: Contract & Grant Accounting

2. Today’s Objectives Basic overview of Chrome River
Most common FAQs on expense reports
The most common reasons expense reports are returned by our office
How to track your expense reports
Overview of resources available to departments for assistance with Chrome River
Q&A session for any research reimbursement issues

3. Basic overview of chrome river

4. Cruising Down the River
Live December 1, 2016
Payments in Expense (Mercury)
Payments in Invoice (Platinum)

5. Reimbursements Main Contract and Grant Office Restricted awards
Payments to employees, non-employees and students

6. Most common FAQs on expense reports

7. FAQ’s on Expense Reports
Chrome River Website
Frequently Asked Questions
Employee
Student Payee
Non-Employee Payee

8. FAQ’s on Expense Reports
Student vs. Student employee
How do you know when to payee a Student payee as a student or an employee?

9. FAQ’s on Expense Reports
Account Codes
How do I request an account code that is not listed in Chrome River?

10. FAQ’s on Expense Reports
U.S. Participant Travel
Can account codes 4680 and be added to the Tile Conference Registration Fees?
These type of payments are being handled using the Other tile on the Students and Non-Employee. When selecting this tile, there is a dropdown box and if you select Research Study Incentives you will see that both account codes 4680 and 4681 are options to use. This is the preferred method for handling any participant related costs, even if it is to cover conference registration fees.

11. FAQ’s on Expense Reports
Recall Expense Report
Why should I recall my expense repot?

12. FAQ’s on Expense Reports
Changes From Core Office
What changes can the accountant in the Core Office change on the Chrome River Expense report?

13. Why was my expense report returned?
Overview of the most common reasons our office returns expense reports for correction

14. Returned Expense Signature authorizations Travel Day/personal days
Backup not attached

15. Returned Expense Budgets overspent Per-diem discrepancies
Incorrect Type

16. Returned Expense Business Purpose not clear
Clear explanation of expenses

17. tracking expense reports
Overview on how to track your expense report

18. Where is my expense report?
This is a question we get quite often from departments
Tracking expense reports after they are submitted is easy
Being able to track your reports can reduce delays in approvals

19. Steps on tracking your expense report
After you login to Chrome River you will see this dashboard.
From the dashboard click on your submitted reports.
Click on the report that is in question.
You will now see 3 buttons on the right hand side, Open, PDF or Tracking

20. Steps on tracking your expense report
Click on the tracking button and then click on a line item.

21. Steps on tracking your expense report

22. Steps on tracking your expense report

23. Who is in our Department Approval Queue?
On the Chrome River Website (chromeriver.unm.edu), click on Department Resources and you will see the options below.
Select Approval Groups, you will see the options below. Click on Approval Groups as of ….

24. Who is in our Department Approval Queue?
An excel sheet will then open up. This spreadsheet will have a list of all department ORGs and their approval groups.

25. Who is in our Department Approval Queue?
You can select your ORG by filtering the ‘Banner Org Code and Title’ column.

26. Department Resources
Overview of resources available to departments

27. Where to go… Department Champions
Chrome river Listserv – Accessed by the champions
Chrome River Website
Contact Core Office – Contract and Grant Accounting

28. Department Champions
Each department at UNM has a Chrome River Champion(s) who was given training on Chrome River before it was live.
Don’t know who your champion is? Follow the link below to see list of champions by ORG. It also includes their contact information.
champions.html
Please contact your Chrome River Champion first with any questions or concerns you may have.
They will filter your questions or concerns to the correct core office.

29. Chrome River Listserv Forum type communication between Champions
Currently only Champions are on the Listserv
Any Champions with us today?

30. Chrome River Website
Access the website at chromeriver.unm.edu, you will need to login with your UNM NetID and password
The Home page has a section called “Knowledge Sharing” which has some quick tips on how to navigate each section on the website, hints from the Champions and some best practices.
Each tab on the homepage has specific information for each of the following:
Pcard
Employee Payee
Student Payee
Non-Employee Payee
Invoice

31. Chrome River Website

32. Contact Core Office
If after reviewing resources on the website and contacting your Champion you are still not able to resolve the issue/question please contact us.
Here are the approvers for Contract and Grant Accounting, main campus and their contact information:
Danielle Burwinkle, Accountant
Ricardo Trejo-Arvizu, Accountant
Danielle Gurule, Accountant

33. Questions

34. THANK YOU FOR JOINING US TODAY