Presentation on theme: "Expense Reporting - TR Travel and Expense Module."— Presentation transcript:
Expense Reporting - TR Travel and Expense Module
If you are traveling to a conference, or a meeting more than 50 miles from Cleveland, you need to submit a TA (Travel Authorization) and have it approved before you go. You do NOT use the TR to begin the travel authorization process. Refer to the complete T&E instructions on creating a TA. The instructions that follow here are only for an expense report that is not associated with a TA.
When to Use a TR A New TR is only for those non-travel reimbursable items. Examples: Last minutes supplies for a training session Mileage between campuses or clinical sites SAVE RECEIPTS!
My Tri-C Space Working at Tri-C channel. Click the Travel and Expense Link
The PDF file provides an easy way to review your expenses. Print the PDF file because you will be submitting this to the Accounts Payable office along with all your original receipts. You also can save the file to your computer if you wish. Exit PDF
TR –Status Details TR status can be: 1. In Process 2. Submitted 3. Approved 4. Ready to Pay 5. Paid You will soon have a list of all your Expense reports with ID, dates, status, and amounts.
Final Reminder If you have returned from travel where you submitted a TA, you file a TR that is generated from that TA. A “straight” TR, such as the one demonstrated in this documentation, is only used for items such as in-county travel, supplies, business meals, etc.
Questions regarding Travel and Expense can be directed to: Karen Mrak Accounts Payable Supervisor 987-4738 Documentation by The Office of Training and Development/cjk September 2010