Tools, Support and Training for the CURRENT System

Frequently Asked Questions

How-To Sheets

Mass change to expense funding, including activity code
Creating an exact copy of a report

Travel and Expense Documentation & Wiki

• User Guide: Claimants and Delegates User Guide V3 (note: sections of this document are out of date.  new system coming in 2020)
• Step-by-Step Instructions: How to Claim a PER 

Tutorials for Claimants and Delegates

Changing a FOAPAL

How to Report on a Travel Advance

How to Request a Travel Advance

Updating Taxes on Expense Items

Splitting Expenses Across Multiple Funds

Working with Funding (FOAPAL) Defaults

Tutorials for Approvers

What to do when you will be away from the office!

Approving in a Nutshell!

Informational Videos

Introducing…Travel and Expense!

Share: Twitter, Facebook
Short URL: https://carleton.ca/travel/?p=754