Archive - Travel & Expenses

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Announcements

• 2025 Per Diem Updates for Travel & Expenses Available Now
• Travel & Expense Delegate Entry Authority Documentation Now Available
• Video and Slides from the FY2025 Expense Module Change Presentation
• FY2025 Expense Module Change - Delegate Entry Authority
• Updated Job Aid for Expense Report Entry for Meals and Meal(s) Provided Available Now
• Change in Expense Reimbursement Module – Meals Provided

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Job Aids & Reference Documents

• Travel and Expenses Queries and Reports
• Submitting Expense Transactions Created by Delegate
• Travel Authorization Entry for Entering as a Delegate
• Cash Advance Entry for Entering as a Delegate
• Expense Report Entry for Entering as a Delegate
• 9.2 Registering as a New Self-Service User, Reviewing Profiles, and Delegating Entry Authority
• Expense Report Entry for Entering Meals and Meal(s) Provided
• Expense Approver Workflow FAQs
• Understanding Travel & Expense Approval Methods
• Attaching Receipts to Travel & Expense Transactions
• Travel & Expenses Workflow - After Travel
• Travel & Expenses Workflow - Before Travel
• Creating an Expense Report from an Approved Travel Authorization
• Modifying an Expense Report
• Creating and Submitting a Fluid Expense Report in PeopleSoft Financials
• Mapping of 8.9 to 9.2 Reports & Queries EX
• Travel Authorization Process Flow v9.2
• Expense Report Process Flow v9.2
• Cash Advance Process Flow v9.2

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Training 

Procure to Pay Birds of a Feather- Accounts Payable and Travel & Expenses- April 2025- Recording

Procure to Pay Birds of a Feather- Accounts Payable and Travel & Expenses- April 2025- Slide Deck

An interactive session that offered institutions a time to discuss relevant topics of interest with each other and receive input from the ITS GeorgiaFIRST Financials support team.

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FY2025 Expense Changes Demo—July 9, 2024 Video

This video discusses the July 2024 update to the Expense Module, where delegates are no longer be able to submit expense transactions on behalf of the traveler.

FY2025 Expense Changes Demo: Delegate Entry Authority

Powerpoint from July 9, 2024 giving an overview of the new Expense Module Changes. Delegates will no longer be able to submit expense transactions on behalf of the traveler. All Travelers will need to submit their own expense transactions for approval. Delegates will still be able to initiate expense transactions on behalf of the traveler and notify them when the transaction is ready to review and submit.

FY2024 Change in Expense Reimbursement Module - Meals Per Day

Expenses: Administrator Participant Guide

This 2015 Expenses Administrator Participant Guide consists of six lessons, plus a bonus lesson at the end for institutions that use Cash Advances.

Travel and Expenses: Train-the-Trainer Toolkit

This 2015 Travel and Expenses Train-the-Trainer Toolkit contains lesson plans, PowerPoints and job aids that institutional trainers can access to teach users how to use the Expenses module.