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Published byLaura Billings Modified over 10 years ago
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas INTRO Travel Request Processing 2.0 Education Solutions Development, Inc.
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Functionality Overview Travel Request Processing Steps Request Entry and Approval Expense Report Entry and Approval Invoice Generation and Payment Mileage Reimbursement Entry from Application or Employee Portal Form with multiple days mileage Approval Invoice Generation and Payment Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Travel Request Entry Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Travel Request Entry Travel Requisition screen under Requisition menu Travel Types No Cost (Approval only), Day Trip, Over Night (in State), Out of State Meal Expenses computes based on travel time and district defined rates Mileage computed based on distance between locations (cities) district defined table Expense Distribution to multiple accounts Attachments, Notes Travel Reimbursement payments to multiple payees for a single request Employee Direct Pay to Vendor for Registration, Lodging, Airfare and Car Rental P-Card (for approval, no payment) Clone Function (if multiple people are going for the same conference) Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Travel Request Approval Approval queue setup based on Travel Type and Funding Source PO is created when a Requisition is fully approved Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Travel Request Approval Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Expense Report Entry Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Expense Report Entry Based on Travel Request or Purchase Order Number Review and Update Data Multiple Expense Reports for a single travel request Option to direct pay for Registration, Lodging, Airfare and Car Rental Option to print Certification of Travel form for employee’s manual signature Attachments, Notes Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Expense Report Approval Originator can be the first approver to get Certificate of Travel Expenses signed by the employee Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Certificate of Travel Expenses Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Invoice Generation and Payments Invoice generate option available for approved expenses Automatically populate Invoice Encumbrance screen data, user reviews data before posting Golden Arrow to go back to Travel Search screen ACH payments to employees Reimbursement shown on the employee portal Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Invoice Generation and Payments Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Travel summary Screen Summary of all transactions against a travel request Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Mileage Reimbursement System options on the parameter screen Option to override mileage from the pre-defined table Allow Freeform Location entry – going to bank etc Account mask --- the cost center can be filled from employee cost center Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Mileage Reimbursement Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Mileage Reimbursement Approval User defined approval queue as for other finance documents Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Mileage Reimbursement Entry from Employee Portal Simple Entry Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Mileage Reimbursement Search Part of Travel Search for other travel documents Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Mileage Reimbursement Approval Mass Approval screen (in Progress) Travel Request Processing
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Presented by Education Solutions Development, Inc. ANUA 2013, San Antonio, Texas Mileage Reimbursement Entry from Employee Portal Little different layout than portal Travel Request Processing
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