9.1 Business Processes

This page is the location of standard business process documentation and training materials for SFS 9.1. These materials are organized by SFS module or functional grouping. If you are unsure of the module or grouping, please use the search box at the top of the page to help find items by keyword. Security and reporting documentation can be found on their respective tabs.

The Travel and Expense module is available to institutions using the E-Reimbursement module (e-Re).

Expense Report Statuses:

Status Description
Approved for Payment All approvals are done. Waiting for payment processing.
Closed Paid and closed.
Denied An approver has denied this expense report.
On Hold An approver has put this expense report on hold.
Approvals in Process Pending approvals.
Paid Payment has been made. Not closed yet.
Pending The traveler or alternate has created the report but not submitted it yet, or it was sent back for revision.
Staged Approved and waiting for the pay cycle to process.
Submitted for Approval Waiting for an approver.