SFS 9.2 Updated Docs

Self Booking Tutorials/Videos | E-Reimbursement |

Featured Documents

• Concur Quick Reference Guide
• Concur Quick Reference Guide For Travel Arrangers
• Concur Travel Arranger View Settings
• Travelers Reference Guide Effective for Travel as of January 1, 2019
• UW Visitor’s Travel Guide Effective for Travel as of January 1, 2019
• UW and Fox World Travel Partnership

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Self Booking Tutorials/Videos

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

• User Experience Evolution
• Travel Arranger Experience Evolution
• Required Actions for The Updated Self Booking Tool
• Add, Select or Modify a Default Charge Card in Your Travel Profile
• Change the Default Credit Card During the Booking Process
• Apply a Non-Refundable Ticket to a New Reservation
• Book a Flight on Southwest
• Booking Air, Car, Hotel in One Reservation
• Booking for a Guest Traveler
• Booking for a Travel Companion
• Booking Tool Navigation
• Booking Travel for a Profiled User
• Cancel a Reservation in the Booking Tool Video
• Cancel or Change a Reservations that was Booked on Behalf of Another
• Cancel or Change Reservations
• Change a Reservation in the Booking Tool Video
• Direct Flight Search Options
• Filter Air Search Results by Specific Flight Number
• Maintaining Your Profile Data
• Need More Assistance with Online Booking Tool
• Out of Policy Air Booking
• Search and Book a Vehicle
• Search and Book Lodging
• Search and Select Flights by Price or Schedule
• Selecting a Preferred Seat
• Selecting a Travel Arranger or Primary Assistant
• Setting Up and Using Default Charge Cards
• Using Filters to Find Your Preferred Flight Options
• Using the Clone Trip or Share Trip Functionality
• Using Trip Templates

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E-Reimbursement

User Guides and Training Videos for UW institutions that have implemented the automated expense module in the Shared Financial System (SFS)

Documents for the Traveler

• How To Sign Into The Expense Module
• How To Create Expense Reports In The Expense Module
• Getting Started
• Expense WorkCenter BPG For Traveler pdf
• How Traveler Can See Where Their TER Is
• How To Assign An Alternate
• Expense Type Matrix
• Business Purposes For The Expense Module
• How To Choose Per Diem Deductions
• Per Diem E-Reimbursement pptx
• How To Determine Mileage Reimbursement Rates In The Expense Module pdf
• How To Work With My Corporate Card Expenses In The Expense Module pdf
• How To Use Select Funding Page
• How To Change Default Funding pdf
• How To Review Edit Profile Information In The Expense Module Traveler Role
• How To Route The Expense Module Payments To A Different Account Than My Paycheck pdf
• Expense File Attachment Issues
• How To Reduce Or Limit An Expense Reimbursement To A Fixed Budget Amount pdf
• How To Use The Receipt Split Function In The Expense Module
• How To Process Expense Reports With Non Contract Airfare Purchases pdf
• How To Work With Travel Authorizations In The Expense Module
• How To LookUp TravelExpenses In WISER
• How To Work With Cash Advances In The Expense Module

Documents for the Approver

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

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.

• Homepage and Tiles
• WorkCenters
• Navigation Introduction
• Reporting Console Overview

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