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

How to Assign Another User to Create Expense Items
Purpose of this Article: This job aid covers the steps to learn how to assign a proxy to create expense items on your behalf. Audience: ...
Fri, Apr 18, 2025 4:57 PM
How to Create an Expense Report from an Travel Authorization
Purpose of this Article: This solution article provides information about the Expenses homepage and the tiles that are available to City & Coun...
Fri, Apr 18, 2025 4:58 PM
How to Create an Expense Report from an Existing Expense Report
How to Create an Expense Report from an Existing Expense Report Purpose of this Article: This solution article provides information about the...
Fri, Apr 18, 2025 4:59 PM
How to Mark Cash Advance for Close
How to Mark Cash Advance for Close Purpose of this Article: This solution article provides information about the Expenses homepage and the t...
Fri, Apr 18, 2025 5:00 PM
How to Reconcile Cash Advance
How to Reconcile Cash Advance                   Purpose of this Art...
Fri, Apr 18, 2025 5:02 PM
How to Prepare Cash Advances
How to Prepare Cash Advances                   Purpose of this Article:...
Fri, Apr 18, 2025 5:03 PM
How to Review Cash Advance Request Status
How to Review Cash Advance Request Status Purpose of this Article: This solution article provides information about the Expenses homepage and...
Fri, Apr 18, 2025 5:05 PM
How to Run Cash Advance Report
How to Run Cash Advance Report Purpose of this Article: This solution article provides information about the Expenses homepage and the tiles ...
Fri, Apr 18, 2025 5:35 PM
How to Run Travel Authorization Report
How to Run Travel Authorization Report Purpose of this Article: This solution article provides information about the Expenses homepage and the ti...
Fri, Apr 18, 2025 5:38 PM
How to Edit Chartfields and Conduct a Budget Check
How to Edit Chartfields and Conduct a Budget Check
Fri, Apr 18, 2025 5:42 PM