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 create an Expense Report from an approved Expense Authorization
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
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
Municipal Executives Association (MEA) 2023 Management Training Fund Questions and Answers
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
How to upload multiple attachments in Expense Authorizations and Reports
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
How to resolve duplicate expenses
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
How to add attachments to Expense Reports with status of Paid, Staged, and Approved for Payment
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 Returned Expense Authorization
Scenario: In this solution article, you will learn how to modify an existing Expense Authorization that was returned to you. This article provides a step-by...
Mon, Jul 1, 2024 10:54 AM
How to Modify a Saved Expense Report
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