Expense Reimbursements, Cash Advances, and Travel Authorizations

Step by step guides for City & County of San Francisco employees. How to submit and approve Expense Reimbursement Requests, Cash Advances, and Travel Authorizations

Expenses: How to Request an Expense Reimbursement
This article provides a step-by-step guide for getting your employee expense reimbursements completed.  If you are requesting reimbursement for Tuitio...
Thu, Jan 6, 2022 2:48 PM
Expenses: Reassign Approval Work
Purpose: This document explains the procedure for reassigning approval of expense report receipts/accounting lines.   Description Workflow and app...
Tue, Apr 5, 2022 10:49 AM
Expenses: Creating Expense Report Delegates
Purpose: The purpose of this article is to assist employees with delegating a role Audience:  Anyone that need to delegate a role Version 2.0 ...
Tue, Apr 5, 2022 10:49 AM
Expenses: Cancel / Close Travel Authorization
Purpose This document provides an overview of travel authorization cancellations and discusses how to cancel a Travel Authorization.   Description T...
Wed, Apr 6, 2022 10:01 AM
Expenses: Travel Authorization - Delete Request
Purpose This document provides an overview and discusses how to delete a Travel Authorization. Description The Delete Travel Authorization feature...
Tue, Apr 5, 2022 10:53 AM
Expenses: Cancel Expense Report
Purpose When an expense report has been approved for payment processing, you might need to cancel it after you have already posted its liabilities. The ...
Tue, Apr 5, 2022 10:53 AM
Expenses: Delete Expense Report
Purpose This document provides an overview and discusses how to delete an Expense Report. Description The Delete Expense Report feature is availab...
Tue, Apr 5, 2022 10:53 AM
How to Apply Outstanding Cash Advance to Expense Report
Description This job aid covers the steps to apply an outstanding cash advance to an expense report.
Tue, Apr 5, 2022 10:53 AM
How to Assign Another User to Create Expense Items
Description This job aid covers the steps to learn how to assign a proxy to create expense items on your behalf.
Tue, Apr 5, 2022 10:53 AM
How to Create an Expense Report from an Travel Authorization
Description This job aid covers the steps to Create an Expense Report from an Expense Authorization.
Tue, Apr 5, 2022 10:53 AM