Expenses

This page contains the SMART training materials associated with the
SMART Expenses module. The SMART Expenses training materials are
organized into the following sections: Job Aids and Queries.

Expenses Job Aids

Cash Advances - Create/Modify, View, Withdraw, Delete, Modify Approved, Reconcile, Mark Close, Apply toward an Expense Report ( 955.92 KB )

This replaces the following job aid: Creating Cash Advances.

EX Approvals – Approving an Expense Document, Modifying an Approved Expense Document, Reassigning an Expense Document for Approval, Assigning Approvers ( 804.89 KB )

This job aid discusses approval history icons and text lines, levels of approval and approvers, approving an expense document, modifying an approved expense document, reassigning an expense document, and assigning approvers.

EX Attachments – Adding, Viewing, Deleting ( 408.33 KB )

This job aid discusses supporting documents required to be attached to expense documents, system requirements for attachments, adding, viewing, or deleting an attachment to an expense document.

EX Employee Info & Security – Reimbursing Expenses for Employees of Another Agency, Employee IDs and Unique Profile IDs, Updating Employee Profile Detail, Authorizing Expense Users ( 525.97 KB )

This job aid discusses reimbursing expense for employees of another agency, employee IDs and unique profile IDs, updating employee profile detail, and authorizing expense users.

EX Expense Reports – Creating/Modifying, Copying a Travel Authorization into, Printing, Viewing, Deleting, Marking for Close, Withdrawing, Locating the Report ID or Empl ID, Reviewing Expense Report Payment Information, Identifying Budget Check Exceptions ( 1.30 MB )

This job aid discusses creating an expense report, copying a travel authorization into an expense report, modifying an expense report, printing an expense report, viewing an expense report, deleting an expense report, marking an expense report for close, withdrawing an expense report, locating the expense report ID or employee ID, reviewing expense report payment information, identifying expense reports with budget check exceptions.

EX Expense Types, Payment Types, and Account 140300 Balances ( 486.15 KB )

This job aid discusses Expense Types and Payment Types on expense documents, the accounting effects of Expense Type-Payment Type mismatches, examples of Expense Type-Payment Type matches and mismatches including how to correct Account 140300 balances

EX Journal Expense Reports – Creating, Correcting ( 506.88 KB )

This job aid discusses creating or correcting a journal expense report.

EX Statuses on Travel Authorizations and Expense Reports ( 181.27 KB )

This job aid discusses statuses on travel authorizations and expense reports, navigation to travel authorizations and expense reports based on their status, when the status shows for travel authorizations and expense reports, processing travel authorizations and expense reports based on their status, encumbrances based on the travel authorization status.

EX Travel Authorizations – Creating/Modifying, Printing, Viewing, Deleting, Canceling, Withdrawing, Locating the Authorization ID or Empl ID, Identifying Budget Check Exceptions ( 1.30 MB )

This job aid discusses creating a travel authorization, modifying a travel authorization, printing a travel authorization, viewing a travel authorization, deleting a travel authorization, canceling a travel authorization, withdrawing a travel authorization, locating the authorization ID or empl ID, and Identifying travel authorizations with budget check exceptions.

M&IE Worksheet ( 18.69 KB )

This is a reference calculator to assist users with an initial assessment for M&IE calculations. Amounts from this document should not replace your personal calculations.