Expense System Tutorials

Expense System Tutorials

For complete information, view expense material on the SFS Website

Travel Expense Report (TER) Help Sheets

TER Header Help Sheet

• This tip sheet will show you how to complete the header portion of an expense report. This portion of
  the expense report will include general information about your travel and adding any necessary
  attachments.

Lodging Help Sheet

• This tip sheet will show you how to enter a Lodging claim on an expense report.

Per Diem Help Sheet

• This tip sheet will show you how to enter a Meal and Incidental Per Diem claim on an expense report.

Mileage Help Sheet

• This tip sheet will show you how to enter a Mileage claim on an expense report

Vehicle Rental Help Sheet

• This tip sheet will show you how to enter a vehicle rental claim on an expense report

General Expenses Help Sheet

• This tip sheet will show you how to enter less common expenses on expense reports.
  Please use this guide for a detailed definition of each expense type.

Getting Started

• Creating Expense Reports In The Expense Module
• Getting Started
• Sign Into The Expense Module

Documents for the Traveler/Employee

• Assign An Alternate
• Business Process Guide For Traveler pdf
• Change Default Funding pdf
• Choose Per Diem Deductions
• Delete a Returned or Not Submitted Expense Report
• Determine Business Purpose
• Determine Expense Type
• Determine Mileage Reimbursement Rates  pdf
• File Attachment Issues
• How Traveler Can See Where Their TER Is
• Look Up Travel Expenses In WISER
• Non Contract Airfare Purchases pdf
• Per Diem E-Reimbursement pptx
• Pull a Cash Advance an Expense Report
• Reduce Or LimitTo A Fixed Budget Amount pdf
• Review Edit Profile Information 
• Route The Payment To A Different Account Than My Paycheck pdf
• Use Select Funding Page
• Use The Receipt Split Function In The Expense Module
• Work With Cash Advances In The Expense Module
• Work With My US Bank Corporate Card Expenses
• Work With Travel Authorizations In The Expense Module
• Adding Estimated Tax to Relocation Expense Reports

Documents for the Approver

• 90 Day Alert Bubble Warning Message For Approvers
• Approve Transactions In The Expense Module
• Business Process Guide For Expense Approver
• How To Reassign Workflow In The Expense Module pdf
• Responsibilities Of Approver/Auditor
• Routing to another approver while you are out pdf
• User Guide for Approvers and Auditors – TravelWise

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.

• Create Expense Report 
• Create Expense Report as Alternate 
• WISER for Expense