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TEM Travel & Entertainment Module

Kuali Financial System. TEM Travel & Entertainment Module. U niversity of C alifornia, I rvine Accounting Systems. Agenda. Convenient New Features Related Documents Tab Actual Expenses Tab Group Travel Tab Special Circumstances Tab Travel Authorization Workflow Corporate Travel Card

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TEM Travel & Entertainment Module

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  1. Kuali Financial System

    TEMTravel & Entertainment Module

    University of California, Irvine Accounting Systems
  2. Agenda Convenient New Features Related Documents Tab Actual Expenses Tab Group Travel Tab Special Circumstances Tab Travel Authorization Workflow Corporate Travel Card Future Direction of TEM
  3. TEM Overview The KFS Travel & Entertainment Module is an electronic processing application for: Travel authorization Capturing Travel & Entertainment expenses Reimbursements for: Travel Entertainment Moving & relocation
  4. TEM Overview The module allows individuals and processors to: Relate vendor payment to travel record Process Advances Reimburse travel, after automatic deduction of advances Include Corporate Card transactions into reports
  5. Convenient New FeaturesRelated Documents Tab All related documents for a Travel Authorization (TA) a Travel Amendment (TAA) a Disbursement Voucher (DV) Invoices & Credit Memos (INV, CRM) used to track travel advances are displayed in one tab, in one place
  6. Convenient New FeaturesRelated Documents Tab Drop down menus will display all informationabout the transaction
  7. Convenient New FeaturesActual Expenses Tab Actual Expenses Tab breaks down & records all travel expenses Same as the old system, only with much less clicking back & forth for each expense category All actual expenses are clumped & identified by drop down menus
  8. Convenient New FeaturesActual Expenses Tab
  9. Convenient New FeaturesGroup Travel Tab Individual names of group travelers can now be added Can identify whether each traveler is a UCI employee or not
  10. Convenient New FeaturesGroup Travel Tab
  11. Convenient New FeaturesSpecial Circumstances Notes You can add Department or special Funding limits & restrictions can be added to the Special Circumstances notes section of the Disbursement Voucher
  12. Convenient New FeaturesSpecial Circumstances Notes
  13. Travel Authorization (TA) This is where a user can create a trip to initiate a travel reimbursement Allows users to request travel advances Disbursement Vouchers (DV) & Accounts Receivable (AR) notices are processed as a result of the original TA
  14. Travel Authorization (TA)
  15. Travel Authorization (TA)
  16. Travel Authorization (TA)
  17. Travel AuthorizationWorkflow
  18. TEM & the Corporate Travel Card
  19. Future Direction of TEMForeign Travel Foreign Currency rate lookup Ability to enter the conversion rate Will calculate/convert expenses based on the rate entered
  20. Future Direction of TEMIntegration Integration with Google Maps For mileage reporting Integration with Connexxus If other UC campuses find it helps them
  21. Resources
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