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
This replaces the following job aids: Reassigning Approvals, Updating Department Approvers, Updating Employee Supervisor in T&E, Updating Fiscal Approvers, Workflow Maintenance Supervisor Setup.
This replaces the following job aids: Adding Attachments to Cash Advances, Adding Attachments to Expense Reports, Adding Attachments to Travel Authorizations.
This replaces the following job aid: Creating Cash Advances.
This example will assist you when entering expense reports with expense dates of January 1, 2016 or later.
This replaces the following job aids: Adding a Bank Account to an Employee Travel and Expense Profile, Adding an Expense Payee, Adding a Non-Employee for Travel and Expenses 11-29-12, Default ChartField Values, and Setting Up Proxies.
An Expense Type and a Payment Type are required for each transaction line on an expense report or a travel authorization. There are prepaid and regular Expense Types and Payment Types. If the Expense Type and the Payment Type on a transaction line are not both prepaid types or both regular types, the mismatch will result in a balance in account 140300-prepaid expenses that must be corrected to a $0.00 balance. This job aid discusses Expense Types, Payment Types, account 140300 balances, and how to correct an account 140300 balance to a $0.00 balance.
This training guide gives instructions on how to find an expense report number or an employee ID in SMART.
Create a journal expense report in the Expenses module to correct chartfields on an expense report in “Paid” status. This job aid discusses how to create a journal expense report.
This job aid provides agencies with a way to look up historical payment information. Agencies will be able to view data for payments including the payment method, payment date, payment reconcile status, and supplier/employee address associated with the payment.
This job aid gives an explanation of each status on an Expense Report.
This replaces the following job aids: Canceling Travel Authorizations, Creating Travel Authorizations.
An Expense Report can be withdrawn once it has been submitted into workflow and has a “Submitted” or “Submitted for Approval” status.