Creating Expense Report for Non-employees

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February 2014 1

Objectives

After completing this lesson, you should be able to create an expense report for a non-employee.

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Enter Destination +

Return Date

Select UCSF Guest

Travel Expense Policy

Fill in your Dept ID, Select the SpeedType . If are not using a SpeedType, fill in all chartstrings - Fund, Project, Activity Period (if you are using an sponsored fund), Function and Flexfield (optional).

Complete ALL required fields for the Guest Traveler (those with Red bars).

Note: Red bars will show on required chartfields if SpeedType not selected) Once the traveler’s info has been input, click “Next”

You will be prompted to fill out a

Guest Traveler Certification of Expenses

You can add out-of-pocket expenses that were incurred by the Guest Traveler and then submit the report for approval 7

Questions

CO Solution Center

: Tel: (415) 476-2126 Email: [email protected]

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Congratulations!

You have successfully completed the training for

Creating an Expense Report for Non-Employees

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