Expense System Tutorials

Expense System Tutorials

For complete information, view expense material on the SFS Website

• Getting Started

• Creating Expense Reports In The Expense Module
• Getting Started
• Sign Into The Expense Module

Documents for the Traveler/Employee

• Assign An Alternate
• Business Process Guide For Traveler pdf
• Change Default Funding pdf
• Choose Per Diem Deductions
• Delete a Returned or Not Submitted Expense Report
• Determine Business Purpose
• Determine Expense Type
• Determine Mileage Reimbursement Rates  pdf
• File Attachment Issues
• How Traveler Can See Where Their TER Is
• Non Contract Airfare Purchases pdf
• Per Diem E-Reimbursement pptx
• Pull a Cash Advance an Expense Report
• Reduce Or LimitTo A Fixed Budget Amount pdf
• Review Edit Profile Information 
• Use Select Funding Page
• Use The Receipt Split Function In The Expense Module
• Work With Cash Advances In The Expense Module
• Work With My US Bank Corporate Card Expenses
• Work With Travel Authorizations In The Expense Module
• Adding Estimated Tax to Relocation Expense Reports

Documents for the Approver

• 90 Day Alert Bubble Warning Message For Approvers
• Approve Transactions In The Expense Module
• Business Process Guide For Expense Approver
• How To Reassign Workflow In The Expense Module pdf
• Responsibilities Of Approver/Auditor
• Routing to another approver while you are out pdf
• User Guide for Approvers and Auditors – TravelWise

Videos for the SFS 9.2 System

If you are viewing a video, please be sure to click the “HD” button to ensure an optimal viewing experience.

• Create Expense Report 
• Create Expense Report as Alternate 
• WISER for Expense