MyExpense Tips – RSNA 2016 Anna Fralikhina Radiology Business Office

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Presentation transcript:

MyExpense Tips – RSNA 2016 Anna Fralikhina Radiology Business Office 11/02/16 9/16/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

RSNA 2016 Tip # 1 Receipts – Redaction Tip # 2 Receipts – Proof of Payment Tip # 3 Agenda Tip # 4 Alcohol Tip # 5 Report Name & Type Presentation Title and/or Sub Brand Name Here 9/16/2018

Receipts - Tip #1 Remember to black out all personal information on receipts: Home/billing address Bank account number Credit card number (except for last 4 digits) Date of birth Don’t know how to redact in PDF? Use this tip. MyExpense Tips – RSNA 2016 11/02/16 9/16/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

Receipts - Tip #2 Itemized receipts are required and must show proof of payment, for the following: Airfare (needs to include seating class, flight times, destinations) Lodging (final receipt after check out) Registration fees Car rental Meal expenses for meetings & entertainment of $75 or more MyExpense Tips – RSNA 2016 11/02/16 9/16/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

Agenda - Tip #3 Only cover page/event flyer is required – need location and dates of the conference There is no need to attach the detailed agenda (e.g. 10 page document) MyExpense Tips – RSNA 2016 11/02/16 9/16/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

Alcohol - Tip #4 Sponsored funding/grants – not allowable Discretionary accounts – Allowable with a meal; cost & amount need to be reasonable No hard liquor or spirits is allowable MyExpense Tips – RSNA 2016 11/02/16 9/16/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

Report Type & Name – Tip #5 Report Expense Type: “Travel - Domestic (CONUS)” Report Name: Naming convention for travel: “Date of return to San Francisco - Destination City” RSNA Annual Meeting-2016: “12/02/16 – Chicago, IL” MyExpense Tips – RSNA 2016 11/02/16 9/16/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

Useful Resources For step-by-step instructions on how to complete MyExpense reimbursements, visit the Finance Survival Guide page: https://radiology-help.ucsf.edu/finance/survival-guide For additional MyExpense resources and tips, go to Purchasing Systems Support: https://radiology-help.ucsf.edu/finance/purchasing-systems- support/myexpense MyExpense Tips – RSNA 2016 11/02/16 9/16/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]

Contact Info Questions about MyExpense? Contact Anna Fralikhina Email: Hanna.Fralikhina@ucsf.edu Phone: (415) 502-0664 Radiology Finance Resources: https://radiology-help.ucsf.edu/finance MyExpense Tips – RSNA 2016 11/02/16 9/16/2018 [ADD PRESENTATION TITLE: INSERT TAB > HEADER & FOOTER > NOTES AND HANDOUTS]