{"id":6274,"date":"2020-06-01T10:20:18","date_gmt":"2020-06-01T15:20:18","guid":{"rendered":"https:\/\/www.wisconsin.edu\/travel\/?page_id=6274"},"modified":"2024-07-03T10:37:57","modified_gmt":"2024-07-03T15:37:57","slug":"expense-system-tutorials","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/travel\/reimbursement\/expense-system-tutorials\/","title":{"rendered":"Expense System Tutorials"},"content":{"rendered":"\n\t\t\t\t\t<div id=\"cfct-build-6274\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-3 cfct-block\"><\/div><div class=\"col-md-6 cfct-block\"><\/div><div class=\"col-md-3 cfct-block\"><\/div><\/div><div class=\"row\"><div class=\"col-md-3 cfct-block\">\n\t\t\t<div class=\"cfct-module cfct-supplemental\">\n\t\t\t\t    <div class=\"cfct-mod-content\">\n<h3 class=\"cfct-mod-title\" id=\"title-cfct-module-5b895a0d7e9209faf888670306b22d9b\"\">Reimbursement<\/h3>    <nav class=\"widget widget_meta\" aria-labelledby=\"title-cfct-module-5b895a0d7e9209faf888670306b22d9b\">\n\n        <div class=\"menu-cfct-module-5b895a0d7e9209faf888670306b22d9b-container\"><ul id = \"menu-reimbursement\" class = \"menu nav\"><li id=\"menu-item-9170\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9170\"><a href=\"https:\/\/www.wisconsin.edu\/travel\/reimbursement\/\">Reimbursement<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-9179\" class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-9179\"><a href=\"https:\/\/portal.sfs.wisconsin.edu\/login\">E-Reimbursement Login<\/a><\/li>\n\t<li id=\"menu-item-9169\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9169\"><a href=\"https:\/\/www.wisconsin.edu\/travel\/reimbursement\/expense-reimbursement-requirements\/\">Expense Reimbursement Requirements<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-9173\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-has-children menu-item-9173\"><a href=\"https:\/\/www.wisconsin.edu\/travel\/reimbursement\/receipt-requirements\/\">Receipt Requirements<\/a>\n<ul class=\"sub-menu\">\n\t<li id=\"menu-item-14285\" class=\"menu-item menu-item-type-post_type menu-item-object-post menu-item-14285\"><a href=\"https:\/\/www.wisconsin.edu\/travel\/2022\/09\/07\/new-uw-system-international-receipt-form\/\">UW System International Receipt Form<\/a><\/li>\n\t<li id=\"menu-item-9172\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9172\"><a href=\"https:\/\/www.wisconsin.edu\/travel\/reimbursement\/lost-receipts\/\">Retrieve Agency Invoices<\/a><\/li>\n<\/ul>\n<\/li>\n<li id=\"menu-item-9176\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-9176\"><a href=\"https:\/\/www.wisconsin.edu\/travel\/reimbursement\/expense-system-tutorials\/\">Expense System Tutorials<\/a><\/li>\n<li id=\"menu-item-9180\" class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-9180\"><a href=\"https:\/\/www.wisconsin.edu\/sfs\/sfs-9-2-upgrade-faq-ex\/\">E-Reimbursement FAQ<\/a><\/li>\n<\/ul><\/div>    <\/nav>\n<\/div>\n\n\t\t\t<\/div><\/div><div class=\"col-md-9 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><h2>Expense System Tutorials<\/h2>\n<p>For complete information, view expense material on the<a href=\"https:\/\/www.wisconsin.edu\/sfs\/sfs-9-2-training\/\"> SFS Website<\/a><br \/>\n<span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe class='youtube-player' type='text\/html' width='560' height='315' src='https:\/\/www.youtube.com\/embed\/z1GG2nqDvg8?version=3&#038;rel=0&#038;fs=1&#038;autohide=2&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;wmode=transparent' allowfullscreen='true' style='border:0;' title='YouTube video player'><\/iframe><\/span><\/p>\n<ul>\n<li>Getting Started<\/li>\n<\/ul>\n<ul>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Create-Expense-Reports-in-the-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Creating Expense Reports In The Expense Module<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/Getting-Started.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Getting Started<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Sign-into-the-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Sign Into The Expense Module<\/a><\/span><\/li>\n<\/ul>\n<h3>Documents for the Traveler\/Employee<\/h3>\n<ul>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Assign-an-Alternate.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Assign An Alternate<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/Expense-WorkCenter-BPG-for-Traveler.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Business Process Guide For Traveler pdf<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Change-Default-Funding.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Change Default Funding pdf<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Choose-Per-Diem-Deductions.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Choose Per Diem Deductions<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-delete-a-Returned-or-Not-Submitted-Expense-Report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Delete a Returned or Not Submitted Expense Report<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/Business-Purposes-For-The-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Determine Business Purpose<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/Expense-Type-Matrix.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Determine Expense Type<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Determine-Mileage-Reimbursement-Rates-in-the-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Determine Mileage Reimbursement Rates\u00a0 pdf<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/Expense-File-Attachment-Issues.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">File Attachment Issues<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-Traveler-Can-See-Where-Their-TER-Is.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">How Traveler Can See Where Their TER Is<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Process-Expense-Reports-with-Non-Contract-Airfare-Purchases.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Non Contract Airfare Purchases pdf<\/a><\/span><\/li>\n<li><span class=\"doc-type pptx\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/Per-Diem-E-Reimbursement(2).pptx\" target=\"_blank\" rel=\"noopener noreferrer\">Per Diem E-Reimbursement pptx<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-pull-a-Cash-Advance-into-an-Expense-report.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Pull a Cash Advance an Expense Report<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Reduce-or-Limit-an-Expense-Reimbursement-to-a-Fixed-Budget-Amount.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Reduce Or LimitTo A Fixed Budget Amount pdf<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Review-Edit-Profile-Information-in-the-Expense-Module-Traveler-Role.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Review Edit Profile Information\u00a0<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Use-Select-Funding-Page.pptx\" target=\"_blank\" rel=\"noopener noreferrer\">Use Select Funding Page<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Use-the-Receipt-Split-Function-in-the-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Use The Receipt Split Function In The Expense Module<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Work-with-Cash-Advances-in-the-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Work With Cash Advances In The Expense Module<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Work-with-My-Corporate-Card-Expenses-in-the-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Work With My US Bank Corporate Card Expenses<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-to-Create-Travel-Authorizations.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Work With Travel Authorizations In The Expense Module<\/a><\/span><\/li>\n<li><a href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-traveler\/How-To-Add-Estimated-Tax-to-Relocation-Expense-Reports.pdf\" target=\"_blank\" rel=\"noopener\">Adding Estimated Tax to Relocation Expense Reports<\/a><\/li>\n<\/ul>\n<h3>Documents for the Approver<\/h3>\n<ul>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-approver\/90-Day-Alert-Bubble-Warning-Message-for-Approvers.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">90 Day Alert Bubble Warning Message For Approvers<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-approver\/How-to-Approve-Transactions-in-the-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Approve Transactions In The Expense Module<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-approver\/Expense-WorkCenter-BPG-for-Expense-Approver.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Business Process Guide For Expense Approver<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-approver\/How-to-Reassign-Workflow-in-the-Expense-Module.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">How To Reassign Workflow In The Expense Module pdf<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-approver\/Responsibilities-of-Approver-Auditor.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Responsibilities Of Approver\/Auditor<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-approver\/Routing-to-another-approver-while-you-are-out.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Routing to another approver while you are out pdf<\/a><\/span><\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/sfs\/download\/sfs_9.2_upgrade\/9.2_docs_and_training\/ex_-_expenses\/ex-approver\/Expense-User-Guide-for-Approvers-Auditors_TravelWise.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">User Guide for Approvers and Auditors \u2013 TravelWise<\/a><\/span><\/li>\n<\/ul>\n<h3>Videos for the SFS 9.2 System<\/h3>\n<p><em>If you are viewing a video, please be sure to click the \u201cHD\u201d button to ensure an optimal viewing experience.<\/em><\/p>\n<ul>\n<li><a href=\"https:\/\/youtu.be\/z1GG2nqDvg8\" target=\"_blank\" rel=\"noopener noreferrer\">Create Expense Report\u00a0<i class=\"fa fa-youtube fa-2x\"><\/i><\/a><\/li>\n<li><a href=\"https:\/\/youtu.be\/xn8dSe1Lr-E\" target=\"_blank\" rel=\"noopener noreferrer\">Create Expense Report as Alternate\u00a0<i class=\"fa fa-youtube fa-2x\"><\/i><\/a><\/li>\n<li><a href=\"https:\/\/youtu.be\/tBdTkCzay9g\" target=\"_blank\" rel=\"noopener noreferrer\">WISER for Expense\u00a0<\/a><\/li>\n<\/ul>\n<\/div>\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":3346,"featured_media":0,"parent":66,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-6274","page","type-page","status-publish","hentry","cfct-can-haz-build"],"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/pages\/6274","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/users\/3346"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/comments?post=6274"}],"version-history":[{"count":8,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/pages\/6274\/revisions"}],"predecessor-version":[{"id":17372,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/pages\/6274\/revisions\/17372"}],"up":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/pages\/66"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/media?parent=6274"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}