No, we will not have a faculty-specific training session. The web form is user-friendly, and with the videos and support from staff, faculty should be able to navigate the portal easily.
Procurement sent feedback to Emburse suggesting a possible enhancement some time in the future regarding comments and instructions. Details of the current approval process options can be found here.
Yes, you can designate a specific expense to a specific shortcode by either putting a note in the percent/note section next to each shortcode or you can put a comment in the comments section at the bottom of the form to let the SSC know which expenses should go to which shortcodes.
Yes, you can use amounts to break out the expenses rather than percentages in the notes section next to each shortcode entry.
You will use the student/guest forms for all students regardless of employment status. The system has been updated to analyze the student's employment status and route their form accordingly.
The T/E portal does not currently adjust for other currencies. If you have international travel with expenses in other currencies, please make a note in the Notes section for the SSC and they will make the appropriate currency adjustment.
The SSC should create an Emburse report within three business days of receiving a T/E portal new request.
First, make sure your preferences are set up correctly. You can watch the Department Preferences training video on this website under T/E How to Videos to set up your preferences. If that doesn't solve the issue, reach out to coe-enginadmin-travelexpenseportal@umich.edu and someone will help you set up your department preferences correctly.
Reach out to coe-enginadmin-travelexpenseportal@umich.edu as there may be an issue with your attachments or there may be a technical error that needs to be investigated.
You have two options. First you can zip the files together and then attach them to the form. Second, you can create a Google Drive link with the attachments and put the link in the notes section for the SSC. Make sure you give access to the SSC rep assigned to your case.
Please submit any questions or concerns you may have to our intake form here.
If the flying time is 8 hours or greater, you do not need approval to book Delta One for Business Class. Link to Delta Airfare Class Guide here.
Procurement sent feedback to Emburse suggesting a possible enhancement some time in the future regarding multiple approvers. Details of the current approval process options can be found here.
This is not a typical enhancement suggestion that would be submitted since users can manually rename files as needed.
To enter a comment on a specific line item, click on the item and use the Comments field. To enter a comment at the Header/title page, click on the title of the report and use the Comments field toward the bottom of the preview screen. The Business Purpose Details and Department Reference fields have larger character limits of 1,000 and can also be used for additional details.
Locate the Account/allocation Summary on the Summary Page of the expense report that shows the amount charged to each shortcode. When a report is first selected, before clicking the Open button, scroll down to locate the Account Summary Section. The Allocation Summary is also located on the PDFs. To see allocations for specific line items, you will need to click on the individual line.
Procurement has also received this feedback from others and shared this enhancement suggestion with Emburse.
Required fields have to be populated before the line can be saved. In the required fields, enter a placeholder comment to save.
The OCR technology should populate the information automatically when paid on the PCard and when the receipt quality allows for out-of-pocket transactions. Otherwise, the details and itemization need to be entered manually.
From Procurement: If an Expense Owner (employee) creates their own report, they will use the "Submit" button to send it forward to the default approver. When a delegate creates and "Submit(s)" a report on behalf of someone else, the Expense Owner becomes the first-level approver and an "Approve" button will be used. The Expense Owner is required to review and approve reports that are created on their behalf. The report will then be routed to the default approver.
Staff can view their previously submitted reports by selecting “View All Submitted” on the home page located under the Expenses banner.
Detailed information about available reports can be found here.
For submitted expense reports, you should only receive an email notification when the status of the report changes. The frequency for which notifications will be received are dictated by individual Emburse expense report activity.
It is recommended to use an email filter instead of opting out of any of the notifications; however, if you would like to opt out, sign in to Emburse, select your name in the upper right corner, and then select Account Settings. On the left of the screen, select Notification Settings. Deselect the checkbox next to the notification to opt-out.
If you have any specific examples of notifications that should not have been received, please submit the examples using the following eForm and we will review them. Click here for the form.
Also, see the Emburse Notifications KBA for additional information: Click here for help.
Office Hours dates/time can be found on the Procurement website here.
The approver will be updated in Emburse the following business day after the unit approver approves the TDx ticket change request. This system completes the update automatically after the ticket request is approved.
Procurement has provided this feedback to Emburse. In the meantime, please note that the Business Purpose and Department Reference fields can double as comment fields due to their large character limit (both 1,000). They are also both editable, whereas comments cannot be deleted/edited once posted.
The Procurement Business Enablement Team is aware of an issue with the Status Notification emails which should be sent to both the Expense Owner and Report Creator when there is a status change on the expense report. They are working with Emburse to resolve this. We hope this will be resolved soon. I will let you know when there is an update.
There is a known accessibility issue that has been addressed with Emburse. We will bring this up to them again to ensure that this stays on their radar and will let you know of any updates.