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Learners will configure bank accounts for reimbursement, define delegates who can submit on someone else’s behalf, and complete expense reports directly in the system, via a spreadsheet template, and from a mobile device. The course also covers submitting cash advance requests and tracking both expense report approval and reimbursement status.","EX010: Enter and Submit Expense Reports  \nCourse Overview  \n\n| Course Name | Enter and Submit Expense Reports |\n| --- | --- |\n| Course Duration | 1 hour 15 minutes |\n| Course Description | This course covers the employee expense report process in the Financial Management System. Participants will learn how to setup their bank accounts for expense reimbursement, enter and submit expense reports, and monitor reimbursement status. |\n| Target Audience | All roles |\n| Prerequisites | GN010: General Navigation in the Financial Management System |\n\n2  \nTable of Contents  \n\n| Lesson | Duration |\n| --- | --- |\n| Course Introduction | 05 min |\n| Lesson 1: Enter and Submit Expense Reports | 60 min |\n| Course Conclusion | 10 min |\n\n3  \nCourse Objectives  \nUpon completing this course, you will be able to:  \n• Setup your bank account for expense reimbursement  \n• Setup delegates to enter expense reports on your behalf  \n• Enter expense reports in the system  \n• Enter expense reports in a spreadsheet template  \n• Enter expense reports from your mobile device  \n• Submit requests for cash advances  \n• Review expense report status  \n• Review reimbursement status  \n4  \nKey Terms  \n\n| Key Terms | Definition |\n| --- | --- |\n| Expense Report | An expense report is an electronic form that employees populate to submit work-related expenses for reimbursement. Expense reports are created after expenses have been incurred and are submitted for approval within the Financial Management System. |\n| Cash Advance | A cash advance is an electronic form that employees populate to request advance payment to cover work-related expenses. Cash advances are created before expenses have been incurred and are submitted for approval within the Financial Management System. |\n| Delegate | A delegate is a person who can enter and submit an expense report on behalf of someone else. Delegates can be defined within the Financial Management System. |\n| Finance Approver | The Finance Approver is the Rutgers employee responsible for approving expense reports, cash advances, and other transactions that require approval. Each employee has a single Finance Approver for all transactions that require approval. |\n\n5  \nFinancial Management System Training  \nLESSON 1: ENTER AND  \nSUBMIT EXPENSE REPORTS  \n6  \nIntroduction to Expense Reports  \nFinancial Management System allows you to quickly enter and submit expense reports for reimbursement. You can:  \nEnter expenses in the system, in a spreadsheet, and on your mobile device  \nUse templates to facilitate expense report entry  \nAttach scanned / electronic receipts to your expense items and reports  \nSubmit expense reports for electronic approval  \nMonitor approval and  \nreimbursement status  \n7  \nNavigating to the Travel and Expenses Portal  \nThe Travel and Expenses portal can be accessed from the About Me section of the Navigator, or from the About Me icon on the Home Page.  \n8  \nUsing the Travel and Expenses Portal  \nThe Travel and Expenses portal is your starting point for all activities related to expense reports and cash advances.  \n• The portal displays expense activities in three tiles: Expense Items, Expense Reports, and Cash Advances.  \n• Click on a link in a tile to view corresponding information in the lower region of the form. For example, quickly access in progress expense reports to pick up where you left off.  \n9  \nBank Account Setup  \n\n| | Note: You must enter your bank account information in the Financial Management before entering your first expense report. This is a one-time setup required for reimbursement.\u003Cbr>Bank information is completely secure and not visible to other users of the system. |\n| --- | --- |\n\n10","cbCaimxCo5AU6AMs","https://ap.wps.com/l/cbCaimxCo5AU6AMs","pdf",1132636,7,33,"English","en",105,"# Course Introduction\n# Lesson 1: Enter and Submit Expense Reports\n## Course Objectives\n## Key Terms\n## Financial Management System Training\n## Introduction to Expense Reports\n## Navigating to the Travel and Expenses Portal\n## Using the Travel and Expenses Portal\n## Bank Account Setup","[{\"question\":\"What is an expense report in the Financial Management System?\",\"answer\":\"An expense report is an electronic form where employees enter work-related expenses for reimbursement. After expenses are incurred, the report is submitted for approval within the system.\"},{\"question\":\"How does bank account setup affect the first expense report?\",\"answer\":\"Bank account information must be entered in the Financial Management System before creating the first expense report. This is a one-time setup required for reimbursement.\"},{\"question\":\"What are the responsibilities of a delegate?\",\"answer\":\"A delegate can enter and submit an expense report on behalf of another person. Delegates are defined within the Financial Management System.\"}]","Enter and Submit Expense Reports - Course Overview - Lesson Plan | PDF",1789232921,{"code":4,"msg":76,"data":77},"ok",{"site_id":70,"language":69,"slug":78,"title":59,"keywords":79,"description":60,"schema_data":80,"social_meta":136,"head_meta":138,"extra_data":140,"updated_unix":141},"enter-and-submit-expense-reports-course-overview-lesson-plan","",{"@graph":81,"@context":135},[82,98,118],{"@type":83,"itemListElement":84},"BreadcrumbList",[85,89,92,95],{"item":86,"name":87,"@type":88,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":90,"name":10,"@type":88,"position":91},"https://docshare.wps.com/template/",2,{"item":93,"name":21,"@type":88,"position":94},"https://docshare.wps.com/template/invoices/",3,{"item":96,"name":59,"@type":88,"position":97},"https://docshare.wps.com/template/enter-and-submit-expense-reports-course-overview-lesson-plan/246043/",4,{"url":96,"name":59,"@type":99,"image":100,"author":105,"headline":59,"publisher":107,"fileFormat":110,"inLanguage":69,"description":60,"dateModified":111,"datePublished":112,"encodingFormat":110,"isAccessibleForFree":113,"interactionStatistic":114},"DigitalDocument",{"url":101,"@type":102,"width":103,"height":104},"https://docshare.wps.com/thumbnails/enter-and-submit-expense-reports-course-overview-lesson-plan/246043.png","ImageObject",442,249,{"name":57,"@type":106},"Person",{"url":86,"name":108,"@type":109},"DocShare","Organization","application/pdf","2026-10-16","2026-09-12",true,{"@type":115,"interactionType":116,"userInteractionCount":66},"InteractionCounter",{"@type":117},"ViewAction",{"@type":119,"mainEntity":120},"FAQPage",[121,127,131],{"name":122,"@type":123,"acceptedAnswer":124},"What is an expense report in the Financial Management System?","Question",{"text":125,"@type":126},"An expense report is an electronic form where employees enter work-related expenses for reimbursement. 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