Reimbursements, Travel & ProCard
The expenses module is where you’ll enter and approve expense reports for employee reimbursements, travel and ProCard transactions. You can add notes and comments to expenses, attach documentation and receipts, and even split expenses among various cost centers. Once submitted, you can track an expense report through the entire workflow, seeing who’s approved so far and who will review next. Email notifications let approvers know when submissions are ready for review, including a direct link to view the full expense report where you can approve, request more info, reassign, reroute, add comments/attachments and more.
Read on for tips, tricks and training on Stratus expenses.
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Employee Reimbursements
In Stratus, miscellaneous expense vouchers are known as non-travel employee reimbursement expense reports. Learn how to submit and approve expense reports in the employee reimbursements video. Self-help docs walk you through how to create and approve an employee reimbursement expense report. After reviewing, test your skills in the training environment. Remember to use the “Company Single Sign-On" button to login with your TU username and password.
The process for honoraria, consultants, non-employee, student, and company expenses/reimbursements is not changing.
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ProCard
ProCard expenses post to your budget quicker in Stratus. Instead of waiting for a monthly reconciliation, cardholders can claim and reallocate expenses as often as daily—helping budgets stay up to date. Watch the ProCard training video or access self-help docs on how to create and approve a ProCard expense report. After reviewing, test your skills in the training environment.
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Tips & Tricks
After you submit an expense report, it will appear at the top of your Stratus expenses page. Look in the report overview box to see where it is in the approval process, or open the box to see everyone in the approval workflow.
In each expense report you’ll provide the cost center (formerly known as the department) and in some cases, distributions/ account coding (formerly the code block). Watch the chart of accounts training video or view additional training resources to find out what's changing and what’s not.
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Project Update
The project remains on track for its July 11 go-live. Here’s what to know ahead of the transition:
- After July 1, access to PeopleSoft Financials will be limited to campus users performing year-end activities and reporting.
- Tiger Travel will not be available after July 1. Reach out to the Business Travel Office with questions.
For more information on how Stratus is modernizing, standardizing and simplifying TU’s business processes, visit the Stratus website or email the project team. |
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