Applying a My Wallet Transaction to an Expense Report

On the Employee Self-Service 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 menu.

Select the appropriate option from the list.

Example shown here: Click the In-State Travel option from the drop-down menu.

Enter the appropriate information in the Description field.

Example shown here: Enter "Conference".

Enter the appropriate location information starting with state or country into the Travel To field.

Example shown here: Enter "Georgia US" into the Travel To field.

Matching results appear beneath the entered criteria.

Select the appropriate Location.

Example shown here: Click the GEORGIA US, Cobb - Marietta Expense Location.

The Reference field is optional and provides additional information on the expense purpose.

Enter the appropriate information into the Reference field.

Example shown here: Enter "meeting" into the Reference field.

To create the appropriate expense details, click the Expense Report Action drop-down menu.

To use saved transaction lines, click the Add from My Wallet option.

The My Wallet pop-up window is displayed. From this window, choose the expenses to be imported into the report.

Example shown here: Click the D-Lodging Expense.

Click the Import button.

Click the Update Details button.

Click the Review and Submit button.

All travel-related expenses need to be associated with an approved Travel Authorization.

Click the Travel Authorization button.

The Travel Authorization pop-up window is displayed along with authorizations from the past 6 months.

Locate the appropriate Authorization ID, and click the Associate button.

Example shown here: Click the Associate button for Authorization ID 0100040246.

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.

Review the submission confirmation and click the Submit button.