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-342900-409575ExpenseUVACREDIT CARD CHEAT SHEET00ExpenseUVACREDIT CARD CHEAT SHEETReconciling Your T&E Credit Card451485017780STEP #1Access ChromeRiver on your computer or smart phone at: will be able to login using Netbadge.00STEP #1Access ChromeRiver on your computer or smart phone at: will be able to login using Netbadge.-16192571755004438650194945STEP #2From the Dashboard, click on the Menu button on upper left corner. (CIRCLED IN RED)00STEP #2From the Dashboard, click on the Menu button on upper left corner. (CIRCLED IN RED)27622541910000304800542925004467225190500Other Area Programs of Importance under the Menu button:eWallet = where Credit Card transactions, Recycle Bin & Receipt Gallery reside.eReceipts= all imported, scanned, and emailed receipts reside here.00Other Area Programs of Importance under the Menu button:eWallet = where Credit Card transactions, Recycle Bin & Receipt Gallery reside.eReceipts= all imported, scanned, and emailed receipts reside here.37147504292600311467516256000443865019685STEP #3Once you have selected eWallet, all transactions (and imported receipts) will appear that need to be processed.STEP#4To start processing cc transactions you will need to click on +New. (CIRCLED IN RED)00STEP #3Once you have selected eWallet, all transactions (and imported receipts) will appear that need to be processed.STEP#4To start processing cc transactions you will need to click on +New. (CIRCLED IN RED)18668991238250428625066040STEP #5Categorize your cc transactions into one of 3 report types (think of them as folders for your transactions): Domestic, International, or Non-Travel.For all Non-Travel transactions, I would label them (as a folder), ex: Jan 16-Feb 15, 2017 T&E CC Transactions. (Note: you will still be able to provide a detail description for each transaction in the PTAO/Allotment screen.)For all Domestic transactions, I have created: Domestic Travel on T&E Card Dec16-Jan15 2017 as a folder to put all travel transactions throughout the month.00STEP #5Categorize your cc transactions into one of 3 report types (think of them as folders for your transactions): Domestic, International, or Non-Travel.For all Non-Travel transactions, I would label them (as a folder), ex: Jan 16-Feb 15, 2017 T&E CC Transactions. (Note: you will still be able to provide a detail description for each transaction in the PTAO/Allotment screen.)For all Domestic transactions, I have created: Domestic Travel on T&E Card Dec16-Jan15 2017 as a folder to put all travel transactions throughout the month.1885949285750419100063500By creating a Domestic, International and/or Non-Travel folder, you will be able to allocate your expenses for the month easily.STEP #6Add Expenses Tap the +BUTTON to add your first expense to the report.(CIRCLED IN RED)Next select ALL, to show all T&E transactions and receipts available.00By creating a Domestic, International and/or Non-Travel folder, you will be able to allocate your expenses for the month easily.STEP #6Add Expenses Tap the +BUTTON to add your first expense to the report.(CIRCLED IN RED)Next select ALL, to show all T&E transactions and receipts available.2162175711200001733550300990021050251778000132397520161254248150281940STEP #7You will be able to “click” and “drag” a transaction to the folder you plete the allocation (PTAO) information and attach receipt if over $75 or according to your unit’s policy.You are able to SUBMIT transactions in your folder for approval monthly or as your Unit wishes.00STEP #7You will be able to “click” and “drag” a transaction to the folder you plete the allocation (PTAO) information and attach receipt if over $75 or according to your unit’s policy.You are able to SUBMIT transactions in your folder for approval monthly or as your Unit wishes. ................
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