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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.
Approvals
1. Approve an Expense Report
a. If you are a Cost Center Manager or a Cost Center Chief and would like us to stage an expense report for you to review and approve in the training tenant, please fill out this form and a member of our team will let you know when it is available: UGAF@Work Expense Report Approval - Practice Request – Fill out form
Delegations (Choose one of the following options based on which you think is most relevant to you in your role):
1. Delegate the “Create Expense Report” Task Initiation
a. Use these step-by-step instructions to delegate the ability to initiate the “Create Expense Report” task on your behalf.
2. Delegate Expense Report Approval Authority
a. Use these step-by-step instructions to delegate approval authority for expense reports.
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.