Step 1: 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 GIF below to view steps. Select the type of Expense Report:
- Expense Report from a Travel Request/Post Travel Authorization
- Expense Report for Mileage/Incidentals Only.
- If you choose Expense Report for Mileage/Incidentals Only, skip Step 2: Expense Report from a Travel Request/Post-Travel Authorization and click to expand Step 3.
- If you choose Expense Report for Mileage/Incidentals Only, skip Step 2: Expense Report from a Travel Request/Post-Travel Authorization and click to expand Step 3.
Click image below to enlarge.
Step 2: 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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Step 3: Expense Report for Mileage/Incidentals Only
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Once all needed chartfields are entered, click the Enter Expense Details button. |
Step 4: 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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Step 5: 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:
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Step 6: Approval Signatures
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Select a method of approval signature.
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Tip |
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Want to view the status of your Expense Report? Go to Actions, then click My Travel Dashboard. |
Note |
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It may take up to 35 minutes to show up as signed in Archivum. To check the status of the signature process, or the status of the overall Expense Report, go to the “Request History” section of My Travel Dashboard. |
Step 7: Complete Your Travel Expense Report
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Final Step: Log out of ArchivumTo log out of Archivum:
If you have any questions, please contact travelhelp@usf.edu. |