{"id":3111,"date":"2023-09-29T14:53:20","date_gmt":"2023-09-29T18:53:20","guid":{"rendered":"https:\/\/web.uri.edu\/purchasing\/?page_id=3111"},"modified":"2025-03-26T10:24:10","modified_gmt":"2025-03-26T14:24:10","slug":"expense-reports","status":"publish","type":"page","link":"https:\/\/web.uri.edu\/strategic-procurement\/travel\/expense-reports\/","title":{"rendered":"Expense Reports"},"content":{"rendered":"\n<h1 class=\"wp-block-heading entry-title\">Travel<\/h1>\n\n\n<section class=\"cl-wrapper cl-menu-wrapper\"><nav id=\"\" class=\"cl-menu  \" data-name=\"travel\" data-show-title=\"0\"><ul id=\"menu-travel\" class=\"cl-menu-list cl-menu-list-no-js\"><li id=\"menu-item-3088\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3088\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/\">Overview<\/a><\/li>\n<li id=\"menu-item-3100\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3100\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/getting-started\/\">Getting Started<\/a><\/li>\n<li id=\"menu-item-3992\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3992\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/airfare\/\">Airfare<\/a><\/li>\n<li id=\"menu-item-4024\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-4024\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/direct-travel\/\">Direct Travel<\/a><\/li>\n<li id=\"menu-item-3976\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3976\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/rental-vehicles\/\">Rental Vehicles<\/a><\/li>\n<li id=\"menu-item-3991\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3991\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/personal-vehicle\/\">Personal Vehicle<\/a><\/li>\n<li id=\"menu-item-4205\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-4205\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/documentation\/\">Documentation<\/a><\/li>\n<li id=\"menu-item-3118\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3118\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/expense-reports\/\">Expense Reports<\/a><\/li>\n<li id=\"menu-item-3943\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3943\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/per-diem\/\">Per Diem<\/a><\/li>\n<li id=\"menu-item-3089\" class=\"menu-item menu-item-type-post_type menu-item-object-page menu-item-3089\"><a href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/travel-card\/\">Travel Card<\/a><\/li>\n<li id=\"menu-item-4190\" class=\"menu-item menu-item-type-custom menu-item-object-custom menu-item-4190\"><a href=\"https:\/\/uri0.sharepoint.com\/:u:\/r\/sites\/travel-training\/SitePages\/Home.aspx?csf=1&#038;web=1&#038;e=aubZAZ\">Training<\/a><\/li>\n<\/ul><\/nav><\/section>\n\n\n\n<h2 class=\"wp-block-heading\">Expense Reports<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<h3 class=\"wp-block-heading\" id=\"reconciling\">Reconciling travel expenses<\/h3>\n\n\n\n<p>URI Travel Policy requests that Expense Reports shall be completed within 10 days of the completion of the trip.<\/p>\n\n\n\n<p>In order to be reimbursed for travel expenses, the traveler must scan all itemized receipts, attach them to an Expense Report (ER) in the online travel module and submit the ER for approval.&nbsp;We highly recommend travelers set up their bank accounts in the module to receive direct deposits for travel-related reimbursements. Directions for arranging direct deposits are below.<\/p>\n\n\n\n<p>Expense reports are created by the traveler or cardholder during the travel authorization process. Charges to the URI TCard must be reconciled on an ER. The report will stay in pending status until the travel is completed, at which time all transactions and receipts are added and the report is submitted for approval.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h3 class=\"wp-block-heading\">Page Sections<\/h3>\n\n\n\n<p><a href=\"#reconciling\">Reconciling Expenses<\/a><br><a href=\"#direct-deposit\">Direct Deposit Setup<\/a><br><a href=\"#create-er\">Creating an Expense Report<\/a><br><a href=\"#wallet\">Assigning My Wallet Transactions<\/a><br><a href=\"#submit\">Submitting for Approval<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n<a class=\"cl-button  \" href=\"https:\/\/web.uri.edu\/strategic-procurement\/purchasing\/reimbursement\/per-diem\/\" title=\"\">Per Diem Rate Information<\/a>\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<a class=\"cl-button  \" href=\"https:\/\/web.uri.edu\/strategic-procurement\/travel\/personal-vehicle\/\" title=\"\">Personal Vehicle Reimbursement<\/a><\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\" \/>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"direct-deposit\">Direct Deposit Setup Instructions<\/h3>\n\n\n\n<p>To be reimbursed via direct deposit for travel expenses, you must set up your bank account in eCampus Financials. Complete the Direct Deposit Setup Form below for travel expense. This setup is separate from the direct deposit\/ACH you may be receiving from Accounts Payable or Payroll.<\/p>\n\n\n<a class=\"cl-button  \" href=\"https:\/\/drive.google.com\/uc?export=download&amp;id=1lmMImughYPu5KUuPCwXUzO0HjZxu6uwH\" title=\"\">Direct Deposit setup instructions<\/a>\n\n\n<hr class=\"wp-block-separator has-css-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"create-er\">Create an Expense Report Online<\/h2>\n\n\n\n<div class=\"button-list\" style=\"width: 300px;float: right;margin-left: 40px\"><a class=\"cl-button  \" href=\"https:\/\/appfsprod.uri.edu:9301\/psp\/fsprod\/EMPLOYEE\/ERP\/?cmd=login&amp;languageCd=ENG\" title=\"\">eCampus Financials<\/a> <br><a class=\"cl-button  \" href=\"https:\/\/uri0.sharepoint.com\/sites\/travel-training#expense-report\" title=\"\">Travel Training SharePoint - Expense Report<\/a> <\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Log in and Enter Traveler Information<\/h3>\n\n\n\n<p>Instructions for all necessary steps can be found in the Travel Training SharePoint page.<\/p>\n\n\n\n<p>Log into e-Campus Financials with the link on the right using your e-Campus user name and password. To navigate to create a new or open an existing Expense Report, follow the following path: <\/p>\n\n\n\n<p>Employee Self-Service &gt; Travel and Expenses &gt; Expense Report &gt; Create\/Modify &gt; Add. <\/p>\n\n\n\n<p>If creating a new expense report, use the &#8220;Add a New Value&#8221; button. If the expense report was previously created, use the &#8220;Find an Existing&#8221; button. Enter the appropriate employee ID if you are submitting the ER for someone else.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"wallet\">Assign My Wallet Transactions to an Expense Report<\/h3>\n\n\n\n<p>Wallet Transactions are transactions charged to a URI TCard. Email notifications are sent to travelers when a TCard transaction is in their \u201cWallet&#8221; and each charge must be assigned to an expense report. When travel is completed and all expenses are incurred, you will link your travel authorization to the expense report and scan and attach all receipts related to trip.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"submit\">Submit for Approval<\/h3>\n\n\n\n<p>Before you submit for approval, be sure to review the total and modify lines if needed. Enter any comments or notes which will be helpful to approvers under &#8220;Expense Details&#8221;. When ready to submit, check the \u201cCertify\u201d box to activate the \u201cSubmit Expense Report\u201d link.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Travel Expense Reports Reconciling travel expenses URI Travel Policy requests that Expense Reports shall be completed within 10 days of the completion of the trip. In order to be reimbursed for travel expenses, the traveler must scan all itemized receipts, attach them to an Expense Report (ER) in the online travel module and submit the [&hellip;]<\/p>\n","protected":false},"author":1338,"featured_media":0,"parent":3079,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-3111","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/pages\/3111","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/users\/1338"}],"replies":[{"embeddable":true,"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/comments?post=3111"}],"version-history":[{"count":4,"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/pages\/3111\/revisions"}],"predecessor-version":[{"id":4224,"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/pages\/3111\/revisions\/4224"}],"up":[{"embeddable":true,"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/pages\/3079"}],"wp:attachment":[{"href":"https:\/\/web.uri.edu\/strategic-procurement\/wp-json\/wp\/v2\/media?parent=3111"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}