Applying a My Wallet Transaction to an Expense Report

First, log into the Financial Management System.

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: In-State Travel option from the drop-down menu.

Enter the appropriate information in the Description field.

Example shown here: "Conference"

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

Enter the appropriate information into the Reference field.

Example shown here: "MEETING" 

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

Example shown here: "Georgia US Marion County" 

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-Car Rental Expense.

Click the Import button.

Click the Update Details button.

The Expense Entry page is displayed. Use the details shown to review the expense line for the correct information prior to submission. 

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 0100083878.

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.