UGAF@Work Training Activity Sheet (Expense & Procurement Focus)

Procurement

1.      Create Supplier Invoice Request

a.      Use these step-by-step instructions to complete the ‘Create Supplier Invoice Request’ task in UGAF@Work.

Expense Management

1.      Enter Payment Elections

a.      Use these step-by-step instructions to enter your payment elections in UGAF@Work.

2.      Create Expense Report (Choose one of the following options based on which you think is most relevant to you in your role):

a.      Use these step-by-step instructions to complete the “Create Expense Report” (for self) task in UGAF@Work.

b.     Use these step-by-step instructions to complete the “Create Expense Report for Worker” (on behalf of someone else) task in UGAF@Work.

Reporting

1.      Navigate to the “Custom Reports – UGAF" Dashboard in your MENU.

2.      Create and save a filter for one of the following reports: Gift Profile Report – UGAF, Find Journal Lines – UGAF, or Budgets vs. Actuals – Unrestricted Budget Hierarchy – UGAF.

a.      Use these step-by-step instructions to create and save a report filter in UGAF@Work.