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

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

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

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

5. What will Chrome River replace?
Procurement Card Logs

6. What will Chrome River replace?
eForm process

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

8. 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

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

10. 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

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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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!!!

20. 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

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

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

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

24. 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

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

26. 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.

27. 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)

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

29. 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

30. Contact Information
For General Support:
Accounts Payable Support
Pcard Non-Travel Support
Pcard Travel Support
Travel Support
Vendor Maintenance Support
To request departmental training:
Kristie Courtney –
Sonya Emmart –