Travel Expense Report User Guide

Owned by Jessica Marshall
Last updated: Jul 30, 2021

Overview

At the completion of USF business travel, an Expense Report is required to process traveler reimbursements and to obtain required supervisor and expense manager approvals for PCard charges incurred on the trip.

Usage Guide

Videos on this page have control functions available. The additional galleries of images beneath the videos allows individual images to be enlarged when clicked on. All images not in galleries can also be enlarged by clicking on the image. For quick answers use the contents index to the right.


Table of Contents

Step 1: Traveler and Trip Details

Step 2: Expense Report from a Travel Request/Post-Travel Authorization

Step 3: Expense Report for Mileage/Incidentals Only

Step 4: Add or Edit Expenses

Step 5: Receipts

Step 6: Approval Signatures

Step 7: Completion of Your Travel Expense Report

Related Topics

FAST PCard Reconciliation & Chartfields

Step 1: Traveler and Trip Details

To create an Expense Report:

  1. Log in to my.usf.edu. 
  2. Click Archivum in the Business Systems menu.
  3. Click Reports at the top of the screen.
  4. Click “My Travel Dashboard.”
  5. Click “Create Expense Report” in the Actions & Tasks section.   
    Click GIF below to view steps. 


  6. 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 Travel Expense Report User Guide#Step 3. 

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Step 2: Expense Report from a Travel Request/Post-Travel Authorization

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  1. Click the radio button next to the option: Expense Report from a Travel Request/Post-Travel Authorization and then click Next.
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  2. Click My Trips 
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    Clicking My Trips brings up a list of approved Travel Requests where the Expense Report Status can be seen. Those with a clock icon already have Expense Reports. 



  3. Click the check box next to Request ID to select the travel request you need to make an expense report for and then click the “Enter Preliminary Information” button.
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    The Preliminary Information screen pulls information in from the Travel Request. The Headquarters, Point of Origin, Start Time, and End Time are required fields. Hover over the question mark icons next to the required fields for additional information.

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    Destinations

    In the Destinations section, you can edit existing destinations or add other locations by clicking Add Location.

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  4. Click the Validate Accounting Defaults button to continue
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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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  1. Click the radio button next to the option: Expense Report for Mileage/Incidentals Only and then click Next.
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  2. Select a Profile 
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  3. If the check box next to Department ID is not selected or if you have multiple options, click the appropriate check box to select the expense report. Check to make sure the correct supervisor is listed and then click the “Next” button. If the supervisor listed is incorrect, employee travelers should contact HR and non-employee travelers should contact the Travel help desk.

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  4. Input needed information and click "Enter Accounting Defaults"
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  5. Review and make edits to the chartfields or click Add Chartfields if necessary.
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  6. Once all needed chartfields are entered, click the Enter Expense Details button.


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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.

If creating an Expense Report from a Travel Request, expenses will show here. PCard charges associated with the Travel Request in FAST will also appear first.


To Add an Expense:

  1. Click the Add New Expense(s) link.
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  2. Select Expense Type
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  3. Fill in requested information and click Save Expense

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Depending on the Expense type the needed details change. Be prepared to provide the date, amount spent and method used in addition to other inquiries. If this was paid with a personal card, the last 4 digits of the card number will be needed.


To Edit existing expenses:

  1. Click the edit Pencil next to the status symbol
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  2. Edit the content

    Note

    To change amounts for existing Accounting Details click 'Edit' next to the amount.


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    A red status symbol means more information is needed. Each expense type has its own required fields. Please be sure all required fields are filled with green status symbols before continuing.



  3. Once all expenses have been entered, click Manage Receipts
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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:

The system can accept receipts in a PDF. Be sure to compile your receipts in a single PDF for uploading in this section. There needs to be an accompanying receipt for all items claimed as expenses.

  1. Click on the Upload button
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  2. Find your saved receipt PDF
  3. Select and accept the PDF
  4. Confirm it has been uploaded (The system lists the name of the file and file size when complete.)
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Step 6: Approval Signatures

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Select a method of approval signature.

  1. Print and Sign
  2. DocuSign 
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DocuSign is only for USF employees and students and requires a USF NetID and Password to sign in.


DocuSign


To create a DocuSign Signature Approval:

  1. Select DocuSign (Digital Signature) by clicking the radio button in front of that option

  2. Click Preview Coversheet

  3. Download and review the coversheet
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  4. If there are no issues with the required information, you will now be able to click Submit.

  5. A message appears asking if you are sure you are ready to submit the Expense Report. Click yes.
  6. Traveler should check email for a DocuSign message; If you do not receive an email, check your spam/junk folder or click here to log in.
  7. Click Review Document link in the email
  8. Follow DocuSign instructions

It may take up to 35 minutes after DocuSign signature for the request 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.



Print and Sign


Print and Sign can be used by anyone but is the only option for non-USF travelers.

To create a Print and Sign Signature Approval:

  1. Select Print and Sign by clicking the radio button in front of that option
  2. Download the document
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  3. Print the document

  4. Sign the document

  5. Scan the document
  6. Return to Archivum and upload the signed document using the Approval Document button



Want to view the status of your Expense Report? Go to Actions, then click My Travel Dashboard.



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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 such as Travel Requests and Cash Advances:

  1. Go to the Reports tab at the top of the screen, then My Travel Dashboard.
  2. Scroll down to Travel Information to see statuses and updates. Select the link, Expense Reports, to view related information.

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To log out of Archivum:

  1. Click the profile icon on the top right hand of the screen


  2. Click Sign Out


If you have any questions, please contact travelhelp@usf.edu.