DEMO SESSIONWELCOME What to expect at today’s demo session - Live system demonstrations in Ignite...

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DEMO SESSION February 5 & 12, 2020

Transcript of DEMO SESSIONWELCOME What to expect at today’s demo session - Live system demonstrations in Ignite...

Page 1: DEMO SESSIONWELCOME What to expect at today’s demo session - Live system demonstrations in Ignite Q&A opportunity with the project team Today’s Session •Expense Reimbursement

DEMO SESSION

February 5 & 12, 2020

Page 2: DEMO SESSIONWELCOME What to expect at today’s demo session - Live system demonstrations in Ignite Q&A opportunity with the project team Today’s Session •Expense Reimbursement

WELCOME What to expect at today’s demo session -

Live system demonstrations in Ignite

Q&A opportunity with the project team

Today’s Session• Expense

Reimbursement

• Expense Reporting for P-card/ Travel Card

• Travel/ Spend Authorization Training will be available in late

Spring

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WE WANT TO HEAR FROM YOUQuestions? Feedback? Ideas?

During today’s session…

SPEAK UPQ&A

SUBMIT Mentimeter

NOTE & EMAIL LATERHandouts

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TRAVEL & EXPENSES

PROCESS Unify expense management systems

POLICY Consolidate and simplify policies to reduce confusion

SUPPORT Focus on making travel less cumbersome and time consuming

Revise processes and policies to streamline travel and expense reimbursement

PROCESS IMPROVEMENTS WILL CONTINUE AFTER IGNITE GO-LIVE

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Travel Authorization Form Expense Reports Online PaymentNet

THREE DIFFERENT SYSTEMS

CURRENT STATE VS. FUTURE STATE

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EXPENSE REIMBURSEMENT EFFICIENCIES & CHANGE IMPACTS

Automated approval routing

Electronic document storage for transactions

Single touchpoint for p-card, travel card & cash reimbursements

Ability to apply spend authorization to expense report

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CREATE EXPENSE ITEMS FOR EXPENSE REPORT

Expense Report

= ExpenseItem

ExpenseItem

ExpenseItem

ExpenseItem

CAN BE CREATED THROUGH1. Expenses work area for expense entry online2. Spreadsheet upload3. Credit card transaction feed

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Lodging Car Rental Meal Per Diem

Conference Registration CateringAirline

EXPENSE TYPES

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EXPENSE REPORT APPROVALSDepartment Approver

Review and approve fiscal transactions up to $25k

Division Approvers

Review and approve fiscal transactions within $25k - $100k

University Approvers

Review and approve fiscal transactions greater than $100K

Option to approve

in Ignite or by email

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EXPENSE REIMBURSEMENT DEMO

Meet Lady Bear from the Library Department who just returned from a trip to an out-of-town conference

Jane Department Approver will review and approve

Lady Bear’s expense report for reimbursement

Lady Bear needs to submit an expense reimbursement for

lodging

DEMO1

DEMO 2

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At Go-Live:Continue with same card holders

Continue with current card programs

Validate p-card transactionsthrough expenses

P2P UPDATES - PROCUREMENT CARDS

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P2P UPDATES - PROCUREMENT CARDS

P-Card Transactions

MarketplaceTransactions

Future State Marketplace/P-Card Transaction Analysis

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EXPENSE REPORTS FOR P-CARD DEMOMeet Lady Bear from the Library Department who had to make an urgent p-card purchase for library supplies

Jane Departmental Approver will review and

approve Lady Bear’s expense report

Lady Bear needs to submit an expense

report for her p-card purchases

DEMO

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THANK YOU FOR JOINING

Today’s Session

• Expense Reimbursement

• Expense Reporting for P-card/ Travel Card

• Travel/ Spend Authorization

RAFFLE DRAWINGCongrats to the lucky winner!

QUESTIONS?• Submit through Mentimeter• Email [email protected] if you would like a

direct reply• Frequently asked questions from today’s session

will be posted on the Ignite website

UPCOMING DEMO SESSIONSCheck the Ignite website for upcoming dates and stay tuned for training in late spring

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DEMO SESSION

Thank you for joining us today. Please exit the room to allow next session’s

attendees to find a seat.