Transcript Expense Reporting

Expense Reporting - TR
Travel and Expense Module
If you are traveling to a conference, or a meeting more than 50
miles from Cleveland, you need to submit a TA (Travel
Authorization) and have it approved before you go.
You do NOT use the TR to begin the travel authorization process.
Refer to the complete T&E instructions on creating a TA.
The instructions that follow here are only for an expense report
that is not associated with a TA.
When to Use a TR
A New TR is only for those non-travel reimbursable
items.
Examples:
Last minutes supplies for a training session
Mileage between campuses or clinical sites
SAVE RECEIPTS!
My Tri-C Space
Working at Tri-C
channel.
Click the Travel and
Expense Link
Login Link
Login to Sungard
User Name:
Your S number
Password:
Your Pin number
Faculty should use the PIN entered when they
submit leave requests and reports.
Navigation Tips
Expense
Manager
Tab
Profile tab
Navigation
Menu
Edit
Review Your Profile
Your approver should be your time sheet approver.
TR – Creating New
You MUST
be on
Expense
Report Link
On the Expense Manager tab, select New
TR- General Information
Select from drop down boxes where available. Starred
fields MUST have entries. Save and Continue
Cancel the Itinerary Screen
It may, or may not appear, but you do not have an itinerary for a TR.
Enter Expenses: Mileage
2. Select
type
1. Date
3. Select
Mileage
4. Enter
number
of miles
5. SAVE.
System will
calculate
The New Meal Guidelines
This includes tax and tip
MEALS
BREAKFAST
LUNCH
DINNER
+
$11.00
$16.00
$34.00
System enters
“Pay” amount
here.
Continue the same way for additional expenses. Any items can be
deleted by clicking the “x” at far right of screen.
TR - Detail
When all details are entered click View or Submit Report.
Click Print to view a PDF file
Select Detail Report
The PDF file provides an
easy way to review your
expenses.
Print the PDF file because
you will be submitting this
to the Accounts Payable
office along with all your
original receipts.
You also can save the file to
your computer if you wish.
Exit PDF
Click Submit
Submit Confirmation
TR –Status Details
You will soon have a list of all your
Expense reports with ID, dates,
status, and amounts.
TR status can be:
1. In Process
2. Submitted
3. Approved
4. Ready to Pay
5. Paid
Final Reminder
If you have returned from travel where you submitted a TA,
you file a TR that is generated from that TA.
A “straight” TR, such as the one demonstrated in this
documentation, is only used for items such as in-county
travel, supplies, business meals, etc.
Questions regarding Travel and Expense can be
directed to:
Karen Mrak
Accounts Payable Supervisor
987-4738
Documentation by
The Office of Training and Development/cjk
September 2010