Expense
Expense Job Aids
Click each title below to access the PDF document. To view PDF documents you can download the free Adobe Reader.
- Approve or Reject an Expense Report (PDF)
- Assist with Bank Account Set Up (PDF)
- Create and Submit Expense Report (PDF)
- Create and Submit Travel Spend Auth (PDF)
- Create Card Issuer Payment Request (PDF)
- Create Expense Items with Spreadsheet (PDF)
- Create Mileage Expense Items and Expense Reports (PDF)
- Create, Edit or Delete Expense Item (PDF)
- Enter Expenses as a Delegate (PDF)
- Maintain and Update Expense Templates (PDF)
- Maintain and Update Expense Types (PDF)
- Manage Corporate Card (PDF)
- Manage Delegates (PDF)
- Manage PCard Trans as Exp Reports (PDF)
- Print Expense Report (PDF)
- Process Expense Reimbursements (PDF)
- Process Inactive Employee Corporate Card Transactions (PDF)
- Process Overdue and Missing Receipts Notifications (PDF)
- Review Payment Requests (PDF)
- Set Up Bank Account for Direct Pay (PDF)
- Upload and Review Card Transactions (PDF)
Expense Simulations
Click each title below to access the video simulation. MP4 videos can be viewed with Windows Media Player which is included on Windows-based devices.
- Approve or Reject an Expense Report Simulation (mp4)
- Assist with Bank Account Set Up Simulation (mp4)
- Create and Submit Expense Report Simulation (mp4)
- Create Card Issuer Payment Request Simulation (mp4)
- Create, Edit or Delete Expense Items Simulation (mp4)
- Maintain and Update Expense Templates Simulation (mp4)
- Maintain and Update Expense Types Simulation (mp4)
- Manage Delegates Simulation (mp4)
- Manage Corporate Card Simulation (mp4)
- Print Expense Report Simulation (mp4)
- Process Expense Reimbursements Simulation (mp4)
- Process Overdue and Missing Receipts Notifications Simulation (mp4)
- Review Payment Requests Simulation (mp4)
- Set up Bank Account for Direct Pay Simulation (mp4)