Creating a Non-Travel Expense Report

First, log into the UGA Financial System.

On the UGA Financials Homepage, click the Expenses tile.

The Expenses page is displayed.

Click the Create Expense Report tile.

Users can choose from In-State Travel, Out-of-State Travel, Group Travel Paid by Employee or Non-Travel Reimbursement.

Click the Business Purpose drop-down list.

Select the Non Travel Reimbursement option.

In the *Description field, you can enter a description for the expense reimbursement. Examples include things like conference presentation, studies abroad, etc. for travel related reimbursements. A description for a non-travel reimbursement may include something like Ziploc bags used in research lab.

Example shown here: "Lab Supplies" in the Description field.

Enter the appropriate information into the Accounting Tag field. 

Example shown here: "10ACH" into the Accounting Tag field.

Click the appropriate link.

Example shown here: Applicant  link.

Note: In the Accounting Defaults field, you can view the ChartField distribution details if you previously keyed in an Accounting Tag. If an Accounting Tag was not used, the ChartField distribution for the funding source should be entered here.

Click the Accounting Defaults button.

Enter the appropriate year into the Bud Ref  field.  

Example shown here: "2024" in the Bud Ref field.

Click the Done button.

Click the Expense Report Action drop-down menu.

Choose the appropriate expense report from the drop-down menu.  

Click the Add Expenses option.

To view available expense types, click the lookup magnifying glass in the *Expense Type field.

Click the Collapse All link.

Choose the appropriate expense category from the expanded list.    

Example shown here: Supplies and Other option.

Choose the appropriate expense item from the expanded list.

Example shown here: O-Instructional/Lab Supplies option.

Enter appropriate information into the *Description field.

Example shown here: "Lab Supplies for the Spectroscopy Lab" into the *Description  field.

Enter the appropriate information into the *Amount  field. 

Example shown here: "267.00" into the *Amount field.

Click the Attach Receipt (Required) link.

Click the Add Attachment button.

To browse your device for the attachment, click the My Device button.

A system dialog box is displayed along with available files.

Select the appropriate file to attach.

Example shown here: Screenshot 2024-02-28 item.

Click the Open button.

Click the Upload button.

Click the Done button.

If necessary, enter an appropriate description for the attachment in the Description field.

Example shown here: "Lab supplies receipt" into the Enter Description field.

Click the Done button.

Click the Save button.

Once all information has been entered, click the Review and Submit button.

The Expense Summary page is displayed.

Click the Submit button.

The Submission Confirmation dialog box is displayed. 

Note: By submitting an Expense Report, you are stating the expense is related to UGA business and accepting responsibility for the information.

Click the Submit button.