Traveler and Trip Details
To create an Expense Report:
- Log in to my.usf.edu.
- Click Archivum in the Business Systems menu.
- Click Reports at the top of the screen.
- Click “My Travel Dashboard.”
- Click “Create Expense Report” in the Actions & Tasks section.
Click image to enlarge. Select the type of Expense Report:
- Expense Report from a Travel Request/Post Travel Authorization
- Expense Report for Mileage/Incidentals Only.
Click image below to enlarge.
Expense Report from a Travel Request/Post-Travel Authorization
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This screen reviews Expense Details being pulled in from the Travel Request. You can make edits to the chartfields or add additional chartfields if necessary. Once all needed chartfields are entered, click the Enter Expense Details button.
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Expense Report for Mileage/Incidentals Only
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Once all needed chartfields are entered, click the Enter Expense Details button. |
Add or Edit Expenses
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The expense details will show detailed dollar amounts and the status of the expense. To Add an Expense:
To Edit existing expenses:
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Receipts
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When all Expenses are marked complete you must reconcile your receipts. Watch Manage Receipts or follow the directions below. To Manage Receipts:
Managing Receipts on the Go
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Approval Signatures
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Select a method of approval signature.
Print and SignPrint and Sign can be used by anyone but is the only option for non-USF travelers. To create a Print and Sign Signature Approval:
DocuSign
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Completed Travel Expense Report
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To complete a Travel Expense Report:
To log out of Archivum:
If you have any questions, please contact travelhelp@usf.edu. |
PCard Charges
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Edit Chartfields
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Chartfields are determined by department. If you do not have access to chartfields your approver or manager will be able to supply them. To Add Chartfields:
To edit Chartfields:
Once all needed chartfields are entered, click the Enter Expense Details button.
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