express new version

EXPRESS
NEW VERSION
Improvement Highlights
EXPENSE REPORTS – MY INBOX
• OLD
– My Connect
– Proxy
- Search Documents I have submitted
- My Approval Tasks
EXPENSE REPORTS – MY INBOX
•
NEW
– My Inbox
– Start Proxy
– Filter Documents
– Receipts
- My Info
- Documents to Review
- Outstanding Charges
- Search My Documents
MY INFO
•
NEW
– My Info –allows you to manage some data
• Set Default FAU – stores 5 MRUs (Most Recently Used), Can select the FAU
that will be used most often and it will pre-populate every time you create a
TR in this profile. MRU number is configurable (can be set to 10-15).
MY INFO
• NEW
– My Info
• Manage My Corporate Data– displays 5 MRUs; can select delete
FAUs and can designate an FAU to always be displayed (will be in
addition to 5 MRUs) every time you create a TR in this profile.
MY INFO
• NEW
– My Info
• Manage My Corporate Data– Can set up Guest and Location similarly;
must click “Change List” to display alternate list; displays 5 MRUs.
MY INFO
• NEW
– Start Proxy
• Search – reduced search criteria
MY INFO
• NEW
– Start Proxy
• Filter Documents- only works for dates and activities (ER Create,
Accounting Auditor, ER Done)
OLD TR FORMAT
• Old Look
– Title screen
NEW TR FORMAT
• NEW
• Command buttons in upper right – there will be a prompt and text
field for you to enter a description of the business purpose of the trip
(not sure of exact location, but it will be on the title screen).
OLD TR FORMAT
• Old Look
– Overview and other tabs.
• Manage My Corporate Data– Can set up Guest and Location similarly;
must click “Change List” to display alternate list; displays 5 MRUs.
NEW TR FORMAT
• NEW
• Command buttons in upper left – Print, View Receipt, Submit, Close.
• Tabs – Overview, Summary, Items, Notes, Exceptions
TR
IMPROVEMENTS
• Entertainment Guest Fields
• Enter complete guest fields for 10 or fewer guests.
• Enter count only for 11 or more guests.
• You must include affiliations and fax in a guest list when you enter only the count.
TR IMPROVEMENTS
• Entertainment Guest Fields (Print detail)
TR IMPROVEMENTS
Non-employee Reimbursement (NER)
Purpose must still be Non-employee Reimbursement in the title/header screen.
TR IMPROVEMENTS
Non-employee Reimbursement (NER)
Complete Name and Address information must be filled out (this becomes
the mailing address and payee name on the check). You will do this entry
once for the TR. If that non-employee is reimbursed again at a later date,
you will be required to complete this information again on the new TR.
TR IMPROVEMENTS
Non-employee Reimbursement (NER)
Note – all expense types do not require NER guest any longer; all expense types are now the
same (no NER). Only Entertainment expense types will require guests (the same format for
all Entertainment expenses now).
TR IMPROVEMENTS
Non-employee Reimbursement (NER)
Note – Name and Address data are now on Print detail and on approver screen
RECEIPT FUNCTIONALITY
IMPROVEMENTS
• Three Options
– Insert Receipts = upload a document
– Email receipts
– Fax receipts
RECEIPT FUNCTIONALITY
IMPROVEMENTS
• Insert Receipts = upload a document
You must click Upload Receipts before you click Done.
RECEIPT FUNCTIONALITY
IMPROVEMENTS
View what has been uploaded
Clicking the number “X”, under the “Number of Receipts” will allow
you to delete or view receipts that you have loaded.
Receipt Functionality
Improvements
Viewing Receipts
Enlarged view
By clicking on the glasses, “View Receipt”, you can pull up all receipts
regardless of how they were attached. It will display, uploaded, emailed,
and faxed receipts.
Receipt Functionality
Improvements
Viewing Receipts
“View All” will display all attached receipts: you can
click “Slide View” to view each one independently.
NICE EXTRAS
• Can Edit Notes; only before submit for that session
NICE EXTRAS
• Can view TR# and current Activity on screen.
• Can view TR History by clicking on the “View Document History” icon
• Can View Linked receipts regardless of activity.