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
The following step-by-step instructions demonstrate how to request reimbursement for expenses already approved via an Expense Authorization.
Before yo...
Fri, Dec 29, 2023 9:38 AM
Expense reports FAQs
The Frequently Asked Questions (FAQs) below address common questions about the changes to expense reports that were implemented dur...
Mon, Jul 24, 2023 8:13 PM
Purpose: The following document serves as a Q&A from enablement sessions from July 2023.
General Questions
Is training considered “tuition rei...
Thu, Sep 7, 2023 4:41 PM
Multiple attachments can now be added to any of your expenses (Expense Reports & Expense Authorizations only. Not for Cash Advances). This is a new feat...
Sun, Nov 5, 2023 7:10 PM
When creating an expense report, the system checks for duplicate lines before submitting an expense report for approval. The report is flagged with an error...
Sun, Nov 5, 2023 7:13 PM
From the SF Employee Portal, click EMPLOYEE LINKS, then Expense Report History under EXPENSE REQUESTS
Select the Expense Report from the list to ad...
Sun, Nov 5, 2023 7:27 PM
How to Modify a Saved Expense Report
Purpose:
This document explains the procedure for modifying a Saved Expense Report. It discusses the n...
Mon, May 6, 2024 10:58 AM
The Create Expense Report page enables you to easily add expense lines and provide general information as well as other details that are specific for expens...
Thu, Jan 23, 2025 10:12 AM