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 Mark Cash Advance for Close
Description This job aid covers the steps to Mark Cash Advance for Close.
Tue, Apr 4, 2023 6:15 PM
How to Reconcile Cash Advance
Description This job aid covers the steps to Reconcile Cash Advance.
Tue, Apr 4, 2023 6:15 PM
How to Prepare Cash Advances
Description This job aid covers the steps to Prepare Cash Advances.
Tue, Apr 4, 2023 6:15 PM
How to Review Cash Advance Request Status
Description This job aid covers the steps to Review Cash Advance Request Status.
Tue, Apr 4, 2023 6:15 PM
How to Run Cash Advance Report
Description This job aid covers the steps to Run Cash Advance Report.
Tue, Apr 4, 2023 6:15 PM
How to Run Travel Authorization Report
Description This job aid covers the steps to Run Travel Authorization Report.
Tue, Apr 4, 2023 6:15 PM
How to Approve an Expense Report and Travel Authorization
Description This job aid covers the steps to Approve an Expense Report and Travel Authorization.
Tue, Apr 4, 2023 6:16 PM
How to Edit Chartfields and Conduct a Budget Check
Tue, Apr 4, 2023 6:14 PM
Expenses: How to Copy a Denied Expense Report
The attached job aid below provides a step-by-step guide for resubmitting your denied employee expense reimbursements. 
Wed, Jul 5, 2023 12:08 PM
Expense Tips and Tricks
Tips and tricks for creation and approval of Expense Reports, Cash Advances, Expense Authorizations
Tue, Apr 4, 2023 6:16 PM