Edinboro University Travel Management ( TM) update ...

1 Edinboro UniversityTravel Management ( TM) update please log in, grab a handout and brownie Not using the Travel Request (TR) to create the Travel Expense Report (TER) Difficulty finding the Region Combining per-diem meals in one day Not submitting the TR or TER for approval Difficulty determining the status of a TR or TER Uploading multiple receipts (PDFs) instead of combining the receipts in one scanned PDF Pop-up blocks Not referring to the Accounting Office website for instructionsSome of the issues with Travel issues Submitting mileage for supervision for each day Cancelling or deleting a trip system issueSome of the issues with Travel Management (cont)..Information on TM, and many other topics can be found on the Accounting Office websiteBudgetary: EU currently experiencing budget issues Edinboro has the highest Travel expense per student FTE Hotel cost reimbursement will be limited to the GSA rate Locally imposed Hotel occupancy and sales tax should not be charged to PASSHE employees traveling on official business in PAOther Travel issuesTravel Management (TM ) Overview initiate a request for Travel called a Travel Request (TR) the same approval process as leave, the request is routed for is granted, or denied, or questions from approvers may Travel encumbers budget completion, the traveler uses the TR as a basis to begin the Travel voucher or Travel Expense Report (TER)

2 Are granted, and the employee an electronic version of the Travel process does not replace the approval process or increase Travel budgetsIf you encounter pop-up blockers in the browser you use, please always allow when accessing the PASSHE portal ( )Note: a blocked pop-up is not always easily discernable in Firefox or ChromeClicking on this button would start the Workflow processClicking on this button allows you to see the details of your tripCreate an Expense Report 2 waysThe preferred way using (by selecting) the TR, click on create TERM ileage As part of the clinical coverage, faculty submit for mileage If it is more efficient, faculty can simply enter the total mileage for a time period ( month, semester) in Travel Management instructions on doing so can be found on the Accounting Office website A detailed scheduled of miles traveled per day must be attached to the voucher (TER) with a total that matches the number of miles requested for reimbursementExercise 11.

3 Go to the following Log in3. Choose ESS/TM4. Click on My Employees 5. Select one employee, create a TR for the following trip:date: 7/21/2017 to 7/25/2017place: Asheville, NCReason: attend retreat at Biltmore estateActivity type: prof developmentCost (estimated): $150 food, lodging as per TM, conffee $250, air fare $375, baggage $50, taxi $45, parking at airport $456. Reduce the TR to $ What is the status? Who is next in the approval process?Exercise 21. Click on My Employees 2. Select one employee3. What is the status of a TR? What is the status of a TER? What TM issues did you bring with you?