Documentation
- How To Guides
- Implementation Documents
- MCC Codes in ERS
- Training Handouts
HOW TO: |
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| Create Report Header | Step by step process to create an expense report header (first step in creating an expense report) | Word | |
| Account Data | Enter Step-by-step process to select account code assignment using the Connected List Helper. | Word | |
| Create an Itinerary | Step-by-step process to request Per Diem reimbursement by creating an Itinerary. | Word | |
| Using Multiple Itineraries | Outlines process of assigning multiple itineraries to one expense report. | Word | |
| When to Itemize | Explanation of when an expense entry should be itemized. | Word | |
| Pcard Meal Charges | Documentation for assigning PCARD meal charges to an expense report. | Word | |
| Group Meal Charges | Step-by-step process of completing a group meal expense. | Word | |
| Out-of-Pocket Expenses | How to report cash expenses that are not meals. | Word | |
| Per Diem | How to process meal expenses -- PCARD, Cash and Per Deim (Travel Allowance). | Word | |
| Submit | Short, step by step documentation for submitting reimbursement requests. | Word | Approve | Short, step by step documentation for approving reimbursement requests. | Word |
| Off-Path Approvers | Documentation for using the Approval Flow function to select an off-path approver. | Word | |
| How to print an expense report. | Word | ||
| Change Email Notices | Short outline on process of changing email notifications and prompts in ERS. | Word | |
| Setup a Delegate | Outline of process to designate a Delegate to prepare reports and view receipts. | Word | |
| Setup Approval Delegates | If you are in the ERS workflow approval path and a delegate needs authority to approve reports in your absence, contact your FO or an Employee Administrator for ERS in your Department/Admin Area. | ||
IMPLEMENTATION DOCUMENTS: |
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| FO Implementation | Outlines process at the Financial Officer level to implement ERS. | Word | |
| Employee Administrator | Outlines the tools and processes available to the Financial Officer as an Employee Administrator in ERS. | Word | |
| Cash Advance Administrator | Outlines the Cash Advance process as it relates to ERS. | Word | |
| Travel Administrator | Outlines the process of monitoring and approving Travel Request reports in ERS. | Word | |
| Workflow Approvers | Outlines the process of preparing and updating account code approvers for ERS approvals. | Word | |
MCC CODES: |
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| ERS MCC Codes | Lists specific MCC Codes (Merchant Category Codes) relating to PCARD expenses that will be sent to ERS for resolution. | Word | |
TRAINING DOCUMENTATION: |
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| User's Guide | Explains how to use the Employee Reimbursement System to create, edit, and approve expense reports. | Word | |
| Training Accounts | Use these accounts to create and submit reports in the Training system. | Word | |
TEST ACCOUNTS -- TRAINING ONLY: |
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| List of Test Accounts | The accounts in this document are set up with a "test" approval path in the TRAINING ENVIRONMENT ONLY. |
Word | |
