{"id":11522,"date":"2021-09-14T13:14:22","date_gmt":"2021-09-14T18:14:22","guid":{"rendered":"https:\/\/www.wisconsin.edu\/travel\/?p=11522"},"modified":"2021-09-14T13:14:22","modified_gmt":"2021-09-14T18:14:22","slug":"expense-system-tutorials","status":"publish","type":"post","link":"https:\/\/www.wisconsin.edu\/travel\/2021\/09\/14\/expense-system-tutorials\/","title":{"rendered":"Expense System Tutorials"},"content":{"rendered":"<p><em><strong>For complete information, view expense material on the<a href=\"https:\/\/www.wisconsin.edu\/sfs\/sfs-9-2-training\/\"> SFS Website<\/a><\/strong><\/em><\/p>\n<p><span class=\"embed-youtube\"><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><\/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\/How-To-LookUp-TravelExpenses-In-WISER.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Look Up Travel Expenses In WISER<\/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-Route-the-Expense-Module-Payments-to-a-Different-Account-than-my-Paycheck.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Route The Payment To A Different Account Than My Paycheck 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-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","protected":false},"excerpt":{"rendered":"<p>For complete information, view expense material on the SFS Website Getting Started Creating Expense Reports In The Expense Module Getting Started Sign Into The Expense Module Documents for the Traveler\/Employee [&#8230;]<\/p>\n","protected":false},"author":3346,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73],"tags":[77,71,74,78,79],"class_list":["post-11522","post","type-post","status-publish","format-standard","hentry","category-ters","tag-expense","tag-sfs","tag-ter","tag-tutorial","tag-video"],"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/posts\/11522","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/types\/post"}],"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=11522"}],"version-history":[{"count":1,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/posts\/11522\/revisions"}],"predecessor-version":[{"id":11523,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/posts\/11522\/revisions\/11523"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/media?parent=11522"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/categories?post=11522"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wisconsin.edu\/travel\/wp-json\/wp\/v2\/tags?post=11522"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}