Navigating Between Employee Reimbursements - Non-Travel and E-Forms Approval
A grid is presented below to help you to understand the sequence of steps and the system in which the step is take. The shaded steps are skipped unless the Reimbursement is rejected. The buttons to click are italicized.
If you have questions, call Carole Gill at 294-5181.
Processing Step |
Employee Reimbursements - Non-Travel |
E-Forms Approval |
E-Mail |
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Log in, select Payee Name, click Start Non-Travel , click New Rmbrs, click Continue |
X |
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Expenses are Entered [Update NT Expenses, then Allocate Expenses] |
X |
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Employee is Prompted to Confirm (No E-mail is Sent if the Employee enters His/Her Own Expenses) |
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X |
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Employee Confirms [Confirm/Unroute NT] |
X |
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Verifier is Notified |
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X |
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Verifier Verifies and Routes [NT Expense Detail, then Route Non-Trvl Rmbrs] |
X |
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Approver and Proxies are Prompted to Approve |
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X |
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Approver or Proxy Finds the Reimbursement
[For Approval] |
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X |
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Approver or Proxy Reviews [Additional Info] |
(From E-Forms Approval to Employee Reimbursements - Non-Travel) |
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Approver or Proxy Clicks [Return to E-Forms Approval] |
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(From Employee Reimbursements - Non-Travel to E-Forms Approval) |
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Approver or Proxy Rejects [Add Comment, then Submit, then Return to Form, and then Reject] |
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X |
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Verifier (and Previous Approvers) are Notified |
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X |
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Verifier Un-routes [Confirm/Unroute NT, then Unroute] |
X |
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Verifier Makes Correction [NT Expense Detail, then click on receipt to be changed, enter changes to amounts or fund accounts, then Update/Refresh] |
X |
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Verifier Routes for Approval [Route Non-Trvl Rmbrs] |
X |
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Approver and Proxies are Prompted to Approve |
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X |
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Approver or Proxy Finds the Reimbursement
[For Approval] |
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X |
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Approver or Proxy Reviews [Additional Info] |
(From E-Forms Approval to Employee Reimbursements - Non-Travel) |
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Approver or Proxy Clicks [Return to E-Forms Approval] |
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(From Employee Reimbursements - Non-Travel to E-Forms Approval) |
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Approver or Proxy Approves [Approve] |
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X |
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Continue to Browse - Compare Expenses
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