1. Travel and Expense Tips & Tricks
FAR Meeting
November 29, 2017
Nora Compean
Director of Disbursements and Travel Services
Office of Financial Affairs (

2. Tips & Tricks Determine status of travel workflow documents
Add an Ad Hoc reviewer to Expense Reports
Office of Financial Affairs
Disbursements & Travel Services

3. Expense Reports Workflow History Link
Click on Workflow History Link under VIEW
(Link is not visible when using the “Approver” navigation; however, the workflow history will be clearly visible toward the bottom of document).
Office of Financial Affairs
Office of Financial Affairs
Disbursements & Travel Services

4. Expense Reports Workflow History Link
Workflow Monitor Page
Office of Financial Affairs
Disbursements & Travel Services

5. Ad hoc Approver Functionality
Click on “+” sign under history workflow of an Expense Report (use “Approver” navigation)
Office of Financial Affairs
Disbursements & Travel Services

6. Ad hoc Approver Functionality
An approver can “ad hoc” another approver as either “Reviewer” or “Approver”
Key in Employee ID or use Search feature
“Reviewer” option  viewing
“Approver” option  requires action
Click “Insert” button
Office of Financial Affairs
Disbursements & Travel Services

7. QUESTIONS
Office of Financial Affairs
Disbursements & Travel Services

8. Your partner for successful solutions
Office of Financial Affairs