Human Resource Services
Travel and Expense
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Travel Office
352.392.1245 | web site
This information is designed for use by:
- Departmental staff who will enter travel and/or expense on behalf of others
- Faculty or staff who travel frequently and will enter their own travel and/or expense
- Administrators who approve travel for their employees
Use these Frequently Asked Questions to help assist as you begin using the Travel and Expense module in myUFL.
Web Simulations and Instruction Guides (PDFs)
User Preferences
Delegate Entry Authority |
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Creating, editing and retrieving a Travel Template |
Travel Authorization
Create a Travel Authorization for a one day trip |
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Modify a Travel Authorization |
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Print a Travel Authorization |
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View the status of a Travel Authorization |
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Cancel a Travel Authorization |
Cash Advance
Create a Cash Advance |
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Modify a Cash Advance |
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Print a Cash Advance |
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View a Cash Advance |
Expense Report
Print an Expense Report |
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View an Expense Report |
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Delete an Expense Report |
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Create an Expense Report |
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Review Payments |
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Review Expense History |
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Non-Employee Travel and Expense |
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Approvers
How to Approve Transactions |
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Assign a Temporary Approver |
Training
To register for classroom or online courses, click here, log in and click Request Training Enrollment. Search by Course Name or Course Number and select a session that fits your schedule.
- PST930 Travel and Expense
Designed for departmental representatives who will assist "travelers" in their areas, this hands-on certification workshop will introduce travel and expense processes in myUFL. Along with a brief review of related policies and procedures, participants will:
- Review the myUFL travel process
- Submit a travel authorization
- Request a cash advance
- Complete an expense report
- PRO306 UF Travel Directives Workshop
Business travel at the University of Florida can be very complex due to the overwhelming amount of rules and guidelines that must be followed. This workshop is designed for departmental representatives that perform travel-related duties. This is not a "how to" workshop. This workshop is designed to provide an in-depth review of travel-related rules/guidelines and answer the question.... "What is allowed to be claimed in accordance with the UF Travel Directives?"
Security Roles
- UF_FI_UNIVERSAL INQUIRY
This role will allow you to view financial transactions in myUFL - UF_EX_EMPLOYEE
This is an end user role granting access to the Travel and Expenses module to: * * Initiate travel - manage expense reports, manage travel authorization, manage cash advance, manage budget exceptions, and self service travel and expenses (for yourself or others). Required training: PST930 Travel and Expense 9.1 - UF_EX_MANAGER
End user role granting access to Travel and Expenses Module:
* Approve cash advances
* Approve, modify, review and print expense reports and errors
* Approve, modify, review and print travel authorizations
* Review employee expense and payment history
* Review employee profile
Required training: PST931 Travel & Expense Approver 9.1
Other Helpful Information
For system status information, please review the Alert Notices web page.
Contact Information
For assistance, contact the Travel Office (392-1245).
If you experience application problems with the Travel and Expense system in myUFL, please contact the UF Help Desk (392-HELP) for assistance. When contacting the Help Desk about Travel related questions, please include your UFID or GatorLink username, browser and operating system information, any error messages you received and detailed information about what you experienced, or what you expected to experience. The more detail you provide, the better the UF Help Desk can assist you.
October 31, 2011 3:15 PM
