Reimbursement
Expense System Tutorials
For complete information, view expense material on the SFS Website
- Getting Started
Documents for the Traveler/Employee
Documents for the Approver
Videos for the SFS 9.2 System
If you are viewing a video, please be sure to click the “HD” button to ensure an optimal viewing experience.
The Travel and Expense module is available to institutions using the E-Reimbursement module (e-Re).
Documentation for the Traveler
Expense Report Statuses: |
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Status | Description | |
Approved for Payment (APY) | All approvals are done. Waiting for payment processing. | |
Closed (CLS) | Paid and closed. | |
Denied (DEN) | An approver has denied this expense report. | |
On Hold (HLD, HDA, HDU) | An approver has put this expense report on hold. | |
Approvals in Process (PAR) | Pending approvals. | |
Paid (PD) | Payment has been made. Not closed yet. | |
Pending (PND) | The traveler or alternate has created the report but not submitted it yet, or it was sent back for revision. | |
Staged (STG) | Approved and waiting for the pay cycle to process. | |
Submitted for Approval (SUB) | Waiting for an approver. |
Documentation for the Approver
Documentation for Central Processing Staff
Non-Employee Set Up
Security Role Request
Cash Advance Reconciliation
Miscellaneous Central Processing Notes
Training Videos for Travel and Expense
Expensing an Airline Ticket Paid for by a UATP Card
Information on how to determine if your ticket was paid for with a University UATP card and instructions for expensing UATP transactions
Video Tutorials:
Expensing UATP Tickets (All Campuses Except UW Madison and Eau Claire)