Chrome River for Staff
First, we will look at your email settings and discuss how they effect your receipts when you use Forward and Forget or Snap and Send processes. We will then create an Expense Report for reallocating department expenses and attach a receipt to a transaction if necessary. Next, we will create a travel expense report including credit card charges, mileage, tolls, meals, tips, etc. We will edit an expense report and then submit it for approval. We will discuss the approval process, and what to do if your expense report is flagged and returned to you.
Chrome River for Faculty
First, we will look at your email settings and discuss how they effect your receipts when you use Forward and Forget or Snap and Send processes. We will then create an Expense Report for reallocating department expenses and attach a receipt to a transaction if necessary. For travel, a pre-approval expense report needs to be created initially. Next, we will create a travel expense report utilizing the pre-approval report, and include credit card charges, mileage, tolls, meals, tips, etc. We will edit an expense report and then submit it for approval. We will discuss the approval process, and what to do if your expense report is flagged and returned to you.