1. Chrome River and Financial Systems Forum
April 3, 2019

2. New Non-Employee Routing
Effective April 8th the routing for Non-Employee Pre-Approvals and Expense reports will change.
Pre-approvals and expense reports created on or after April 8th no longer need to route to Non-Employees for approval
Any pre-approval or expense reports in process before April 8th will still route to the non-employee
The vendor set up form still has to be completed for the set up of the non- employee

3. New Routing for Non-Employees
Pre-Approval Routing
Expense Report Routing
Department Head
Budget Authority
Grant Officer – if using a grant fund 5xxxxx
Vice Chancellor/Chancellor – if traveling internationally
Department Head – if excess lodging is listed on the expense report
Budget Authority
Grant Officer – if using a grant fund 5xxxxx

4. Reminder - Year End Deadlines
Travel Reimbursements and AP Check Requests to be paid from FY19 funds must be submitted and approved in Chrome River by 10:45 am on Friday, June 7th .
Agency Airfare, Enterprise Car Rental and Local Lodging transactions must be posted to UNCW credit card by Thursday, June 20th. All of these transactions must be reconciled to an expense report and submitted and approved by June 21st.
Visa Travel Card transactions that are posted by Bank of America by June 20th will be paid out of FY19 funds. An expense report for these transactions must be submitted and approved by June 21st.
Any expense reports received after June 7th will be processed on a first in, first paid order. As always, we will process as many as possible before the last check run of the year.

5. Reminders for Expense Reports
With year end approaching, please ensure the following to expedite expense report processing:
Airfare Expense – include the actual itinerary and the amount paid
Registration - include the paid confirmation and the agenda for the conference
Agenda/Support Documentation should include dates, location and what is included in the price of the registration (for example if meals are included)
Add comments to explain any unusual situations or expenses

6. Reminder for Open Pre-Approvals Encumbrances
Review any open travel encumbrances to determine if they need to be liquidated and closed.
SSRS
Financial Reports>Campus Reports>Reconciliation Reports>Open Encumbrance Report For Travel
If you have travel that needs to be liquidated and closed, Sandy Gladden at and include the Pre-approval Number and traveler’s name.

7. What can we do for you?
If there are items we can assist you with that will help you do your job better, we want to know about them. Please send your suggestions and ideas to Sandy Gladden at
For example
A new report
A how-to guide on Chrome River
A quarterly newsletter of travel updates

8. Ways to Submit Items to Receipt Gallery
As Expense Owner you can send or forward from your UNCW account to

9. Ways to Submit Items to Receipt Gallery
Snap a picture and submit images with your
You can use your mobile phone to take a photo of a receipt, attach it to an and send to from the phone using your UNCW
Attaching receipts to a Specific Expense
Enter the Report ID into the subject line of an and remove everything from the body of the , including signature and send the to
This method works even if you have multiple images attached to the . Images will be attached to the report header. You may drag them to the specific line item

10. Ways to submit items to Receipt Gallery
ing Receipts to Another User’s eWallet
Delegates or another user can receipts directly to another user’s eWallet
Create the from your and simply add the traveler’s address in the subject line of the and send to

11. Introducing Chrome River Snap

12. Chrome River SNAP APP is available for iPhone and Android users.
Search the APP Store for Chrome River SNAP and download.

13. Chrome River SNAP Once downloaded open APP Enter UNCW address
Need to verify the primary
Enter UNCW address
Click Next

14. Chrome River SNAP Receive Confirmed verification Click Let’s Begin
Retrieve verification code from the sent to your UNCW address.
Add verification code into APP
Click Verify
Receive Confirmed verification
Click Let’s Begin

15. Chrome River SNAP Agree for APP to use your camera
APP will open to the camera when open.
Take a picture of the receipt.
Click “UPLOAD” at bottom of phone screen.
Click “Retake” if new picture is needed

16. Chrome River SNAP
Once Upload is selected number of pending pictures will display on bottom right corner of screen.
When the photo has been uploaded to the Receipt Gallery successfully a green check will appear.
Pending
Successful

17. What’s New in uShop Adorama Catalog – Online Camera Store
Year-end Reports Folder
19.1 Upgrade – April 5-7

18. Financial Systems Who’s Who
Julia Dudley Supports
Banner Finance and Banner Accounts Receivable
ePrint
Access shared with Susan Suits
Jody Leber Supports
Chrome River
Susan Suits Supports
Access
uShop
PCI Coordinator
New Employee – Closes 4/5
Merchant Community
TouchNet

19. Coming Soon Financial Systems Forum’s Hosted by Financial Systems
Quarterly - format may change depending on content to be covered
Updates from all systems
Your ideas are the best ideas
Let us know what you need!