This scenario uses a login credential for the "Travel Coordinator."  For testing purposes, this login is generic for each college. If you need additional page access associated with the Travel Coordinator for your college, please submit a Service Desk Ticket.

• Verify Cash Advance Level Configuration Meets College Needs
  Cash Advance Levels come either from the dollar value associated with the Business Unit, or a specific amount associated with each individual traveler (on their traveler profile). This configuration value sets the MAXIMUM amount that can be requested by ALL travelers at your college, unless overridden on their individual Travel Profile. If a traveler is not specifically allowed to request a cash advance, this can be set to None for an individual traveler on their profile.
  • Review the max level for your college. If you want it adjusted in the test environment submit a service desk ticket.
  • Follow this QRG LINK (Defining Business Unit Cash Advance Level) : FIN: Local Configuration Guide - Travel Expenses - Expense Definition - Business Unit 1 Tab
• Verify Requirement Receipt Configuration Meets College Needs
  • Compare the list of Expense Types that 'Never' require an attached receipt to the revised list of Expense Types (see Excel spreadsheet below). Are there NEW Expense Types that will need to be added to the list of Expense Types that 'Never' require an attached receipt? If changes are needed, file a support ticket to ask for Expense Types to be added/removed from your configuration.
  • Follow this QRG LINK (Expense Definition - Receipts Required Tab): FIN: Local Configuration Guide - Travel Expenses - Expense Definition - Receipts Required Tab

List of NEW and Revised Expense Type Values (configured in the PCP environment ONLY of PoC Testing):