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University of California, Irvine 2012. All Rights Reserved TEM Travel & Entertainment Module U niversity of C alifornia, I rvine Accounting Systems Kuali.

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Presentation on theme: "University of California, Irvine 2012. All Rights Reserved TEM Travel & Entertainment Module U niversity of C alifornia, I rvine Accounting Systems Kuali."— Presentation transcript:

1 University of California, Irvine All Rights Reserved TEM Travel & Entertainment Module U niversity of C alifornia, I rvine Accounting Systems Kuali Financial System

2 University of California, Irvine All Rights Reserved Agenda  Convenient New Features  Related Documents Tab  Actual Expenses Tab  Group Travel Tab  Special Circumstances Tab  Travel Authorization  Workflow  Corporate Travel Card  Future Direction of TEM

3 University of California, Irvine All Rights Reserved TEM Overview The KFS Travel & Entertainment Module is an electronic processing application for:  Travel authorization  Capturing Travel & Entertainment expenses  Reimbursements for:  Travel  Entertainment  Moving & relocation

4 University of California, Irvine All Rights Reserved TEM Overview The module allows individuals and processors to:  Relate vendor payment to travel record  Process Advances  Reimburse travel, after automatic deduction of advances  Include Corporate Card transactions into reports

5 University of California, Irvine All Rights Reserved  All related documents for  a Travel Authorization (TA)  a Travel Amendment (TAA)  a Disbursement Voucher (DV)  Invoices & Credit Memos (INV, CRM)  used to track travel advances are displayed in one tab, in one place Convenient New Features Convenient New Features Related Documents Tab

6 University of California, Irvine All Rights Reserved Convenient New Features Convenient New Features Related Documents Tab  Drop down menus will display all information about the transaction

7 University of California, Irvine All Rights Reserved  Actual Expenses Tab breaks down & records all travel expenses  Same as the old system, only with much less clicking back & forth for each expense category  All actual expenses are clumped & identified by drop down menus Convenient New Features Convenient New Features Actual Expenses Tab

8 University of California, Irvine All Rights Reserved Convenient New Features Convenient New Features Actual Expenses Tab

9 University of California, Irvine All Rights Reserved  Individual names of group travelers can now be added  Can identify whether each traveler is a UCI employee or not Convenient New Features Convenient New Features Group Travel Tab

10 University of California, Irvine All Rights Reserved Convenient New Features Convenient New Features Group Travel Tab

11 University of California, Irvine All Rights Reserved You can add Department or special Funding limits & restrictions can be added to the Special Circumstances notes section of the Disbursement Voucher Convenient New Features Convenient New Features Special Circumstances Notes

12 University of California, Irvine All Rights Reserved Convenient New Features Convenient New Features Special Circumstances Notes

13 University of California, Irvine All Rights Reserved Travel Authorization (TA)  This is where a user can create a trip to initiate a travel reimbursement  Allows users to request travel advances  Disbursement Vouchers (DV) & Accounts Receivable (AR) notices are processed as a result of the original TA

14 University of California, Irvine All Rights Reserved Travel Authorization (TA)

15 University of California, Irvine All Rights Reserved Travel Authorization (TA)

16 University of California, Irvine All Rights Reserved Travel Authorization (TA)

17 University of California, Irvine All Rights Reserved Travel Authorization Travel Authorization Workflow

18 University of California, Irvine All Rights Reserved TEM & the Corporate Travel Card TEM imports downloaded Corporate Credit Card data User associates expenses to Trip or mark as personal expense TEM generates DV to pay the bank, & records expenses

19 University of California, Irvine All Rights Reserved  Foreign Currency rate lookup  Ability to enter the conversion rate  Will calculate/convert expenses based on the rate entered Future Direction of TEM Future Direction of TEM Foreign Travel

20 University of California, Irvine All Rights Reserved  Integration with Google Maps  For mileage reporting  Integration with Connexxus  If other UC campuses find it helps them Future Direction of TEM Future Direction of TEM Integration

21 University of California, Irvine All Rights Reserved Resources Diana Nielsen (949) KFS Trainer: Melissa Lee Karen Miller Tanya Harris


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