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

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.

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)