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Research Foundation for SUNY Travel – Part 2. Objective. Travel updates To provide an overview of the Oracle iExpense tool What it is and how it works Benefits Screen shots. Travel Policy Update.
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Objective • Travel updates • To provide an overview of the Oracle iExpense tool • What it is and how it works • Benefits • Screen shots
Travel Policy Update • Central Office continues to work on the combining the Travel policy Table of Contents that includes: Miscellaneous Expenses Tax-Exempt Policy Expenses and Rates International Travel
Citibank Visa BTA • NYS Citibank BTA (Business Travel Account) contract is good through 8/21/13. • OGS intends on extending the Citibank contract for one year or until a new contract is awarded. • Additional information: • RFTravel@rfsuny.org • Credit Card Programs: How to Establish a Citibank Visa Business Travel Account
What is iExpense? • Oracle iExpense is an online tool that allows for easy processing of travel and personal reimbursements for items paid out of pocket. • Separate Oracle responsibilities • Org Internet Expenses – creation/approving • Internet Expense Audit Manager – Accts Payable
How does it work? • Enter expense report using a standard web browser or web-enabled device • Approval workflow • Integrates with Oracle Payables Workflow Expense Report Approver AP Audit Payables
Benefits • Streamlined Email notifications • Easy to use Policies • Convenient Process • Green Calculations
Approval Workflow • Approvers receive a email notification that there is an expense report for review • Workflow notification is based on who the expense approver is at the project level
Conclusion • Overview of the iExpense tool • How it works • Benefits of using the tool • Per diem schedules, policies, calculations, approvals, etc.
Email travel related questions to: RFTravel@rfsuny.org