Travel - Pre-Pay and Post-Pay Auditor Management Report
Report Description
The Travel - Pre-Pay and Post-Pay Auditor Management Report displays data fields that relate to current status of Travel Expense Reports with two tabs for Pre-Pay: Pre-Pay Auditor Completed and Pre-Pay Auditor Pending, and two tabs for Post-Pay: Post-Pay Auditor Completed and Post-Pay Auditor Pending. This report is retrieving Archivum data for Travel and College Departments on a daily basis so they can review, track, and monitor the pre-pay and post-pay auditor process within the travel reporting system.
For the pre-pay and post-pay completed tabs, this report only shows data where the ER Prepay Auditor Approved By or ER Postpay Auditor Completed By are not blank and the ER Travel Status is "Paid" or "Request Approved". The pre-pay and post-pay pending tabs, this report only shows data where the ER Travel Status is "Prepay Auditor" or "Postpay Auditor" respectively.
Pre-Pay Auditor Completed
Filters
Status
Current status of travel expense report: Canceled, Deleted, Deletion in Progress, Fiscal Review, Paid, Prepay Auditor, Request Approved, Submission in Progress, Supervisor Review
ER Type
Indicates the type of expense report: Mileage/Incidentals Only, Travel Request/Post-Travel Authorization, or Unknown.
Data Type: Text
ER Prepay Auditor Approved Datetime
This field stores the date (and time) the travel expense Prepay Auditor has approved.
Data Type: Date/Time (format MM/DD/YYYY HH:MM::SS tt)
PPA Approved Datetime Range
This field stores the date (and time) the travel expense PPA has approved. A range of dates can be selected.
Data Type: Date/Time (format MM/DD/YYYY HH:MM::SS tt)
Visualization
Number of ERs Approved with Paid and Request Approved Status by PPA Auditor Name
Stacked bar chart that displays the number of approved expense reports in Paid and Request Approved status by Prepay Auditor Name.
Interaction- The visualization also interact with other objects in the report to display additional data.
Expense Report by Status PPA
Pie chart that displays the number of expense reports in each status: Prepay Auditor, Request Approved and Paid.
Number of ERs Approved
Count of the Approved Expense Reports. Usually it can be counted by Prepay Auditor name.
Hold Required
Displays the number of Hold Required expense reports. Usually it can be counted by Prepay Auditor name.
Sendback Required
Displays the number of Sendback Required expense reports. Usually it can be counted by Prepay Auditor name.
Details
Expense Report ID
This field contains the system-assigned ID of the expense report associated with this travel request or expense report.
Data Type: Text
PPA UID Number
This field stores the Prepay Auditor U identification number associated with a travel request or expense report.
Data Type: Text
Prepay Auditor Name
This field stores the Prepay Auditor name associated with a travel request or expense report. Prepay Auditor name concatenates the person last name and the person first name.
Data Type: Text
Status
Current status of travel expense report: Canceled, Deleted, Deletion in Progress, Fiscal Review, Paid, Prepay Auditor, Request Approved, Submission in Progress, Supervisor Review
ER Prepay Auditor Approved Datetime
This field stores the date (and time) the travel expense Prepay Auditor has approved.
Data Type: Date/Time (format MM/DD/YYYY HH:MM::SS tt)
Average of PPA Review (Days)
This field averages total Pre-pay Auditor Review time in days for the travel expense reports of all the auditors.
Data Type: Number
PPA Sendback
This field stores the senback value for the travel expense approved PPA.
Data Type: Number
Cash Advance
This field calculates the cash advance associated with the travel expense submitted.
Data Type: Number
Hold Count
Expense report total count on hold.
Average of On Hold (Days)
This field averages total On Hold time in days for the travel expense reports of all the auditors.
Data Type: Number
Totals
Prepay Auditor Name
This field stores the Prepay Auditor name associated with a travel request or expense report. Prepay Auditor name concatenates the person last name and the person first name.
Data Type: Text
Number of ERs Approved
Count of the Approved Expense Reports. Usually it can be counted by Prepay Auditor name.
PCard Only
Displays the number of expense reports that have pcard payment in their payment type.
ER Reimbursement Count
Number of unique ERs with traveler reimbursement
Hold Required
Displays the number of Hold Required expense reports. Usually it can be counted by Prepay Auditor name.
Average of PPA Review (Days)
This field averages total Pre-pay Auditor Review time in days for the travel expense reports of all the auditors.
Data Type: Number
Average of On Hold (Days)
This field averages total On Hold time in days for the travel expense reports of all the auditors.
Data Type: Number
Pre-Pay Auditor Pending
Filters
Last Action Type
Indicates the type of last action taken on the travel request or expense report, such as send back, approval, or fiscal review.
Data Type: Text
ER on Hold
Expense report currently on hold with Y/N flag.
Last Action Day
The day derived from the travel request or the expense report created date.
Data Type: Number
Visualization
Days in Last Status by Expense Report and On Hold
Area chart that displays the number of days a report is in the last status with or without hold flags.
Interaction- The visualization also interact with other objects in the report to display additional data.
Expense Reports Currently in Pre-pay Auditor Queue
Donut chart that displays the number of expense reports currently in the pre-pay auditor queue that are or not on hold.
Interaction- The visualization also interact with other objects in the report to display additional data.
Pre-Pay Auditor
Card visualization that displays the number of expense reports currently in the pre-pay auditor queue.
Currently on Hold
Card visualization that displays the number of expense reports currently in the pre-pay auditor queue that have a 'Y' flag in the hold flag status.
PCard Only
Card visualization that displays the number of expense reports currently in the pre-pay auditor queue that have "PCard Payment" in their payment type.
Traveler Reimbursement
Card visualization that displays the number of expense reports currently in the pre-pay auditor queue that have "Traveler Paid - Reimburse" in their payment type.
Oldest Untouched (Days)
Card visualization that displays the Max Days in Last Status, where request's last action type is not Pre-Pay Auditor.
Details
Expense Report ID
This field contains the system-assigned ID of the expense report associated with this travel request or expense report.
Data Type: Text
Days in Last Status
This field calculates the number of days the travel request has remained in the most recent status.
Data Type: Number
Last Action Day
The day derived from the travel request or the expense report created date.
Data Type: Number
ER on Hold
Expense report currently on hold with Y/N flag.
Send Back Flag
This flag indicates whether the travel request has been returned to the requester for additional information, such as a request for expense details, a change in conference charges, or an incorrect grant number.
Data Type: Text
ER Payment Category
Categories for P-Card only or if it includes Reimbursement, one per ER
Data Type - Text.
TAR Number
The Travel Authorization Request(TAR) Number with which the employee or traveler is associated. A six digit numeric code to determine FAST Department.
Type: Text
TER Number
The Travel Expense Report(TER) Number with which the employee or traveler is associated.
Type: Text
Travel Title
Travel title entered by traveler for travel request and expense report.
Traveler Name
First and last name of traveler.
Last Action Type
Indicates the type of last action taken on the travel request or expense report, such as send back, approval, or fiscal review.
Data Type: Text
Last Action Person Name
This field stores the person name of the last action taken on this travel request or expense report. Person name concatenates the person last name and the person first name.
Data Type: Text
Last Action Description
This field stores the description of the last action taken on this travel request or expense report.
Data Type: Text
Last Action Note
This field stores the note made on the last action taken on this travel request or expense report. It is overwritten when a new action is taken.
Data Type: Text
Post-Pay Auditor Completed
Filters
Status
Current status of travel expense report: Canceled, Deleted, Deletion in Progress, Fiscal Review, Paid, Prepay Auditor, Request Approved, Submission in Progress, Supervisor Review
ER Type
Indicates the type of expense report: Mileage/Incidentals Only, Travel Request/Post-Travel Authorization, or Unknown.
Data Type: Text
ER Postpay Auditor Completed Date
Date when the Expense Report was Postpay Auditor Completed.
Data Type: Date (format MM/DD/YYYY)
ER Postpay Auditor Completed Date Range
Date when the Expense Report was Postpay Auditor Completed. A range of dates can be selected.
Data Type: Date (format MM/DD/YYYY)
Visualization
Number of ERs Approved with Paid and Request Approved Status by PPA Auditor Name
Stacked bar chart that displays the number of approved expense reports in Paid and Request Approved status by Prepay Auditor Name.
Interaction- The visualization also interact with other objects in the report to display additional data.
Expense Report by Status PPA
Pie chart that displays the number of expense reports in each status: Prepay Auditor, Request Approved and Paid.
Number of ERs Approved
Count of the Approved Expense Reports. Usually it can be counted by Prepay Auditor name.
Hold Required
Displays the number of Hold Required expense reports. Usually it can be counted by Prepay Auditor name.
Sendback Required
Displays the number of Sendback Required expense reports. Usually it can be counted by Prepay Auditor name.
Details
Expense Report ID
This field contains the system-assigned ID of the expense report associated with this travel request or expense report.
Data Type: Text
ER Postpay Auditor Completed By U#
U# of the person who completed the Postpay Audit
Data Type: Text
ER Postpay Auditor Completed By
Name of the person who completed the Postpay Audit.
Data Type: Text
Status
Current status of travel expense report: Canceled, Deleted, Deletion in Progress, Fiscal Review, Paid, Prepay Auditor, Request Approved, Submission in Progress, Supervisor Review
ER Postpay Auditor Completed Date
Date when the Expense Report was Postpay Auditor Completed.
Data Type: Date (format MM/DD/YYYY)
Cash Advance
This field calculates the cash advance associated with the travel expense submitted.
Data Type: Number
Totals
ER Postpay Auditor Completed By
Name of the person who completed the Postpay Audit.
Data Type: Text
Number of ERs Approved
Count of the Approved Expense Reports. Usually it can be counted by Prepay Auditor name.
Post-Pay Auditor Pending
Filters
Last Action Person Name
This field stores the person name of the last action taken on this travel request or expense report. Person name concatenates the person last name and the person first name.
Data Type: Text
Traveler Global Department
Global Department associated with person listed as the traveler.
Traveler Name
First and last name of traveler.
Last Action Day
The day derived from the travel request or the expense report created date.
Data Type: Number
Visualization
Days in Last Status by Expense Report and On Hold
Area chart that displays the number of days a report is in the last status with or without hold flags.
Interaction- The visualization also interact with other objects in the report to display additional data.
Post-Pay Auditor
Card visualization that displays the number of expense reports currently in the post-pay auditor queue.
Traveler Reimbursement
Card visualization that displays the number of expense reports currently in the pre-pay auditor queue that have "Traveler Paid - Reimburse" in their payment type.
Oldest Untouched (Days)
Card visualization that displays the Max Days in Last Status, where request's last action type is not Pre-Pay Auditor.
Details
Expense Report ID
This field contains the system-assigned ID of the expense report associated with this travel request or expense report.
Data Type: Text
Days in Last Status
This field calculates the number of days the travel request has remained in the most recent status.
Data Type: Number
Last Action Day
The day derived from the travel request or the expense report created date.
Data Type: Number
ER System Approved Date
Date when the Expense Report was System Approved.
Data Type: Date (format MM/DD/YYYY)
Payment Type
Type of payment associated with the travel expense report such as PCard Payment or Traveler Paid - Reimburse.
Data Type - Text.
TAR Number
The Travel Authorization Request(TAR) Number with which the employee or traveler is associated. A six digit numeric code to determine FAST Department.
Type: Text
TER Number
The Travel Expense Report(TER) Number with which the employee or traveler is associated.
Type: Text
Travel Title
Travel title entered by traveler for travel request and expense report.
Traveler Name
First and last name of traveler.
Last Action Type
Indicates the type of last action taken on the travel request or expense report, such as send back, approval, or fiscal review.
Data Type: Text
Last Action Person Name
This field stores the person name of the last action taken on this travel request or expense report. Person name concatenates the person last name and the person first name.
Data Type: Text
Last Action Description
This field stores the description of the last action taken on this travel request or expense report.
Data Type: Text
Last Action Note
This field stores the note made on the last action taken on this travel request or expense report. It is overwritten when a new action is taken.
Data Type: Text
Total ER Expenses
Total dollar amount for a travel expense report.
Data Refreshed On
Data in this report is not live, but refreshed once daily. The date on the bottom right of the report displays the last day the data was refreshed from Archivum.
Disclaimer
This report displays values as they are currently in Archivum. Those values are subject to change over time. Unauthorized use of this report is prohibited. If you log on to this computer system, you acknowledge your awareness of and concurrence with the University of South Florida policies. The University will prosecute violators to the full extent of the law.