Chrome River Basics

1. Chrome River Basics Kristie Courtney & Sonya Emmart

2. Agenda • What is Chrome River • Chrome River Benefits • TEM Transition Plan • Training Resources • Pre-Approval Walkthrough • Expense Report Walkthrough • Questions

3. What is Chrome River? Online Travel, Expense, and Invoice Software Solution

4. What will Chrome River replace? Travel & Expense Management (TEM) System

5. What will Chrome River replace? Procurement Card Logs

6. What will Chrome River replace? eForm process

7. What will Chrome River replace? Invoice Control Document (ICD) Process

8. Chrome River Benefits • Automated electronic submission, review and approvals • Users can follow their report through the approval process. • Approvers receive automatic notification of reports in their queue and can approve or return quickly

9. Approval Email Approvers can: • Review detailed information • Accept (Approve) • Return (Deny) • View Receipts • Open the report in the Chrome River software

10. Chrome River Benefits • Chrome River software can be accessed any time on any device allowing for real time recording of expenses as they occur. • Built in compliance rules take the guess work out of policy interpretation. • Provides the ability to submit electronic receipts

11. Chrome River Benefits Chrome River SNAP app – Available for Apple and Android

12. TEM Transition – Travel Authorizations Last day to enter TA’s in TEM All documents must be Final Approved by 5:00 PM 7/24/2019 In Process Returned For Correction Submitted As of 5:00 PM 7/24/2019 Will be deleted from TEM As of 5:00 PM 7/24/2019 Will be deleted from TEM As of 5:00 PM 7/19/2019 Will be deleted from TEM

13. TEM Transition – Travel Authorizations All documents must be Final Approved by 5:00 PM 7/24/2019 Approved – Travel has occurred Approved – Travel has not occurred Generate Travel Reimbursement Must be Final Approved by 7/24/2019 5:00 PM No action needed Travel Authorization will be available in Chrome River

14. TEM Transition – Travel Reimbursement Last day to enter TR’s in TEM All documents must be Final Approved by 5:00 PM 7/24/2019 In Process Returned For Correction Submitted As of 5:00 PM 7/24/2019 Communication from Fin Ops TR may be closed in TEM As of 5:00 PM 7/24/2019 Communication from Fin Ops TR may be closed in TEM As of 5:00 PM 7/24/2019 Will be deleted from TEM

15. BPC Transition BPC Transactions 7/10/2019-8/09/2019 BPC Transactions 6/12/2019-7/09/2019 Process in Chrome River beginning 7/29/2019 Process using current eForm and BPC Log process

16. iTravel Transition iTravelTransactions 7/10/2019-8/09/2019 iTravelTransactions 6/12/2019-7/09/2019 Process in Chrome River beginning 7/29/2019 Process using current reconciliation process in TEM

17. Getting Ready • Scan any receipts for Travel or BPC transactions • Save to a folder on you computer • Upload receipts to your Chrome River profile beginning 7/29/2019 • Drag and Drop • Upload • Email

18. Getting Ready • Download and install Snap app on 7/29/2019 • Process travel documents in TEM • Remember all documents must be Final Approved by 7/24/2019 • Review training material • Attend open labs

19. Training Schedule - July • Many additional offerings of the Chrome River Basics training. • Multiple open lab sessions are available prior to 7/29/2019. • Spread the word!!!

20. Training Schedule - August • Daily open labs beginning 7/30/2019 • Assistance getting started in Chrome River and processing: • Travel Authorizations • Travel Reimbursements • Procurement Card Transactions • Approvals

21. Resources • Visit our webpage at wichita.edu/CR for: • Important announcements • Contact information • Training resources

22. Landing Page Landing Page Once you have accessed the application, you will be presented with the Chrome River landing page.

23. Landing Page – Navigation Bar Navigation Bar Remains at the top of your screen no matter where you are in the application.

24. Landing Page – User Icon & Name • User Icon & User Name Button • Allows you to: • See, choose, or act as a delegate • Edit your settings • Access Chrome River Help Center • Log out

25. Landing Page – New Button +New Button Clicking the +New button allows you to create a new Pre-Approval or Expense report.

26. Landing Page – Chrome River Logo Chrome River Logo Clicking the Chrome River Logo will return you to the landing page, regardless of where you are in the application.

27. Landing Page – Menu Button • Menu Button • Clicking the menu button will provide access to: • Pre-approvals • Expense reports • Receipts • eWallet • Inquiries • Approvals (if applicable) • Invoices (if applicable)

28. Landing Page – Dashboard • Dashboard • Provides access to: • Approvals (if applicable) • Expense reports • Pre-approvals • Invoices (if applicable)

29. Landing Page – Company Information • Company Information • Provides helpful information such as: • Contact information • Procurement card statement dates • Important information related to Accounts Payable, Travel, and Pcard • Links to Help documentation

30. Contact Information • For General Support: • Accounts Payable Support accountspayable@wichita.edu • Pcard Non-Travel Support accountspayable@wichita.edu • Pcard Travel Support wsutraveloffice@wichita.edu • Travel Support wsutraveloffice@wichita.edu • Vendor Maintenance Support accountspayable@wichita.edu • To request departmental training: • Kristie Courtney – 978-5988 kristie.courtney@wichita.edu • Sonya Emmart – 978-5886 sonya.emmart@wichita.edu