UW System Travel Office Travel Expense Report

To Download from Travel Page:

1. Access the System Travel Home Page: http//www.uwsa.edu/fadmin/travel.htm
   
   
2. Scroll down and click on "Publications and Forms for Downloading"
   
   
3. Click on "UW System Travel Expense Report (Excel 97) (For FY9 Travel)"
   
   
4. Click on "Save File"
   
   
5. Select directory, and subdirectory where you wish to save the travel expense report
   
   
6. Name file
   
   
7. Click "ok"
   
   

Then, open up Excel and open up your travel expense report as named in step 6.


To Complete the Travel Expense Report

General Navigational Instructions

1. Move from one area (cell) to another by using the arrow keys.
   
   
2. To clear the contents of a cell, arrow over to it and:
   
   1. click on "edit," click on "clear" and click on "contents" (best method)
      
   2. or retype information and press "enter"
      
   3. hit space bar, and re-enter data (do not just hit space bar and leave blank)
      
3. To edit within a cell: go to the beginning of the cell and press F2. Then you can arrow over to change data, (or use the backspace key to erase), enter when finished.
   
   
4. Backspace to erase while typing, or press the "delete" key.
   
   
5. To get to the top of the worksheet, from any cell, hold down the "control" key, and press the "home" key. (Ctrl + end will get you to the bottom of the worksheet.)
   
   
6. At the end of a line, or from any cell within the line, press the "home" key to get to the beginning of that line. Arrow down to the next line.
   
   
   

Audit Function

The TER form is programmed to call the traveler's attention to possible travel policy compliance errors by indicating when claims exceed various maximums. Clicking on the audit button will list possible errors. Written explanations or other allowable exceptions, which cannot be programmed into this feature, may render the message moot.


Pop-up Information Function

Placing the cursor over a cell marked with a red triangle will activate a pop-up message which will provide information to the traveler or preparer.


Policy Function

Access to UW System Travel Policy, which includes audit steps, can be obtained by clicking on the policy button. In that document, the traveler and TER preparer can also access Section XXIV for more instructions on preparation and approval of the TER.


To create an icon for your Excel Travel Expense Report ( to be located on your desktop) use the following procedure:

1. Click on "Start" (on the task bar)
   
   
2. Highlight "Programs"
   
   
3. Highlight "Windows Explorer" and click on it.
   
   
4. Locate your template file.
   
   
5. Click with the right mouse button on the template file name.
   
   
6. Click on "create a shortcut"
   
   
7. Click with the left mouse button on the shortcut and drag in onto your desktop.
   
   

Now just double click on the icon to bring up a copy of your travel expense report.


If you have any questions, please feel free to email or call the TER Hotline/Helpline (608) 262-9987

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Publications and Forms for Downloading | Financial Administration

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This information is provided as a service of The University of Wisconsin System Administration
Office of Financial Administration.
To suggest possible additions or improvements, please contact Financial Administration  (608) 262-1313

Last Edited: 06/30/99