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).

Expense Report Statuses:

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

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)