Approvals for Travel and Expenses

Summary

Approvals for Travel and Expenses

Body

Approving Travel Authorities and Expense Reports (Last Updated: 12/17/2020)

Description: A short course that covers travel and expenses tasks for Expense Approvers in the UGA Financial Management System, including reviewing and approving travel authorities, expense reports, and non-travel expenses for UGA employees.

Format: Interactive Webinar, Recorded, Self-Service in the OneSource Training Library

 

Course Materials

Approving Travel Authorities and Expense Reports Presentation

 

Course Recording

Approving Travel Authorities and Expense Reports Video

 

Course Resources

Quick Start for Approvers

Travel and Expense Approval Basic Workflow: Roles and Responsibilities

Approval Action Matrix

Financial Review and Analysis Guide

Transaction Signs Quick Reference Guide

Deny vs Send Back

Temporary Approvers Quick Start

Travel Reimbursement Step Infographic

  1. Reviewing Journals for Approval
  2. Approving a Travel Authorization as an HR Reports To Supervisor
  3. Approving a Travel Authorization as an Expense Manager
  4. Approving an Expense Report as a Reports-To Supervisor
  5. Sending Back Expense Reports for Correction as a Reports To Supervisor
  6. Denying an Expense Report as a Reports To Supervisor
  7. Approving an Expense Report as an Expense Manager
  8. Sending Back Expense Reports for Correction as an Expense Manager
  9. Denying an Expense Report as an Expense Manager
  10. Viewing Journals You Have Approved or Denied
  11. Assigning an Ad Hoc Approver for a Travel Authorization
  12. Assigning an Ad Hoc Approver for an Expense Report
  13. Approving TeamDynamix Requests via Email
  14. Approving TeamDynamix Requests via Client Portal

Details

Details

Article ID: 149756
Created
Sat 9/24/22 11:23 PM
Modified
Fri 1/5/24 5:10 PM