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Expense Reporting Preferences

Access your expense reporting preferences by selecting the Profile tab and clicking the Expense Preferences link. Select or deselect the options you want to set or remove.

The following three categories of options will appear:

| Email Prompts | System Prompts | Display Prompts |

Customizing Your Email Prompts

The status of expense report changes
An email will be sent to you every time your report is approved, declined, or paid.

New company card transactions arrive
When you use your GEMS card, your transactions will take a few days before they are visible in our system. With this option, an email will be sent to you every time a GEMS card transaction arrives and is ready to be reconciled.

Faxed receipts are successfully received
You will be required to fax in required receipts. Sometimes this takes a few minutes. With this option, you will receive an email indicating that receipts have been received and your report is ready for submittal.

An expense report is submitted for approval
An expense report that requires your approval has arrived in your work queue.

The status of an authorization request changes
Not applicable in the University environment.

An authorization request is submitted for approval
Not applicable in the University environment.

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Customizing Your System Prompts

For an approver when an expense report is submitted
Not applicable in the University environment.

For an approver when an authorization request is submitted
Not applicable in the University environment.

To add company card transactions to report
When you create a new expense report, you will receive a prompt if you have new company card transactions to assign to an expense report.

To display print options
The Select Report Format page appears by default when the Print link is clicked.

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Customizing Your Display Prompts

Make the Single Day Itineraries page my default in the Travel Allowance wizard
Not applicable in the University environment.

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