New tool to submit Business Expense Requests, allocate expenses now available

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10:07 a.m., Feb. 8, 2010----As of Feb. 2, two additional features of the Works system are available to University of Delaware employees: Reimbursement Requests and Card Transaction Allocation.

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Instead of the Business Expense Request (BER) Webform, University of Delaware employees can use the Reimbursement Request functionality in Works for out-of-pocket expenses.

Employees with a Works login can submit their own reimbursement requests in Works and all employees, with or without a Works login, can present their receipts to a department's administrator to enter reimbursement requests in Works on their behalf.

The Works system is the same tool used for the last ten months to verify UD bank card (PCard) transactions. For transactions after Jan. 31, users will also allocate transactions in Worksinstead of the UD ProCard application.

Added features in Works Allocation

The Works tool offers a few added features to ease the allocation process, especially when single card transactions are allocated to more than one account. Users can now split the transaction by percentage as well as by amount. Works keeps track of the difference between the transaction total and the amount you have allocated to reduce errors. The transaction can be split into 99 lines instead of the current limit of 7 lines. Multiple transactions can be allocated at once in Works.

Training on Latest Features

Training on Works is available at the regular card user group meetings as well as in instructional documents on the procurement Web site. A series of WebEx training sessions are scheduled for Feb. 11, 12 and 16 that can be attended from your computer.

These sessions will have a limited number of participants and will include an opportunity for participant questions. Check the procurement Web site for session times and to reserve your spot. Short demonstration videos are in production and will be posted to the site within a week.

For additional assistance with Works, contact any of the following card team members in Procurement Services: Jennifer Brown, (302) 831-1476, [jbrownie@udel.edu]; Joanne Price, (302) 831-8524, [jprice@udel.edu]; or Kathy Roeder, (302) 831-2159, [katroe@udel.edu].

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