Show/Hide Toolbars

SpendMap User Guide (v14.5)

Navigation: Requisitions and Approvals > Expense Reimbursement Requisitions

Expense Reimbursement Requisition Work Area

Scroll Prev Top Next More

REQUISITIONS AND APPROVAL > Expense Reimbursements > Expense reimbursement requisition Work Area

 

Your Expense Reimbursement Requisition Work Area is where you can work on both new (unprocessed) and already processed Expense Reimbursement Requisitions.

For consistency and to reduce new user training, Expense Reimbursement Reqs use the same screens and follow almost the same process as Item Requisitions, with a few exceptions as outlined below.

New requisitions will be processed when you exit your work area, at which point they will be sent for on-line approval before payment is issued to you (i.e. reimbursement for your expenses).

For general information on the use of Work Areas in SpendMap, see Document Work Areas.

hmtoggle_arrow0        Related settings

 

Expense Requisition Work Area Summary Screen

This screen lists one line for each requisition in your Work Area.

By default, only new (unprocessed) requisitions will be listed. To also see requisitions that you have already processed, use the "Also show processed requisitions" check box at the bottom of the screen. You may want to include processed requisitions in order to modify or delete a processed req.

You can add new reqs using the various buttons at the bottom of the screen.

The Status Column indicates the status of each req.  More than one status may be displayed if there are multiple line items on the req with different statuses. Only reqs with a status of "NEW" can be processed.

hmtoggle_plus0        Status Column

hmtoggle_plus0        Buttons

 

Expense Requisition Header Screen

At the top of this screen you will see the Requisition Number and Charge-To Cost Center.

When adding new reqs, the Requisition Number will default to the next available number of Requisition Number Set A and the Cost Center will default to your default cost center as specified in the User Master File but can be changed as required.

The bottom of the screen will list one line for each item on the requisition.

The Status Column indicates the status of each item. Only items with a status of "NEW" can be processed.

hmtoggle_arrow0        Split charging to multiple cost centers

hmtoggle_arrow0        Selecting approvers for requisition

hmtoggle_plus0        Status Column

hmtoggle_plus0        Buttons

 

Expense Requisition Line Item Details Screen

All of the fields on the Line Item Details Screen can be different for each item on the req. For example, each item can have different account coding, internal notes and attachments, etc.

Depending on your internal policies and how the system has been configured, many fields on the requisition may be optional, or perhaps some fields might be completed later in the procurement process (e.g. account coding might be filled in by someone else during the requisition approval process, etc.).

hmtoggle_arrow0        One line or many lines when submitting multiple receipts?

hmtoggle_arrow0        Defaulting

hmtoggle_plus0        Fields

hmtoggle_plus0        Buttons