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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Step 3: Expense Report for Mileage/Incidentals Only
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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, ensure that all expenses are supported by receipts. 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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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. |
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Want to view the status of your Expense Report? Go to Actions, then click My Travel Dashboard. |
Step 7: Completion of Your Travel Expense Report
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After selecting Submit on the Preview Coversheet Page, a pop-up window will display notifying you that the Expense Report has been submitted. To view the status of your Expense Report and other related Travel actions:
To log out of Archivum:
View this short tutorial on viewing the status of your travel actions: If you have any questions, please contact travelhelp@usf.edu. |