[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-253705-105":53,"doc-detail-253705-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","expense-preparers-training-post-trainings","Expense Preparers Training - Post Trainings","","Expense Preparers training material guides business expense preparers through key questions needed to start preparing and processing business and travel expenses for reimbursement. It explains how to decide the correct expense reporting method based on the individual’s status (active employee vs non-active employee types), how to identify expense categories such as travel or purchasing card transactions, and what receipts and supporting documentation must be included. The training also clarifies required Oracle account string routing and reimbursement rules for non-employees, including audit steps, approval, and receipt originals for specific thresholds.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/expense-preparers-training-post-trainings/253705/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/expense-preparers-training-post-trainings/253705.png","ImageObject",442,249,{"name":88,"@type":89},"Quinn Holloway","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-02","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":35},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the main purpose of this Expense Preparers training?","Question",{"text":108,"@type":109},"It helps business expense preparers determine how to prepare and process expenses for reimbursement, based on how the expenses were incurred and the preparer’s role.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should preparers choose the expense reporting method for non-active individuals?",{"text":113,"@type":109},"When the individual is not an active employee, the preparer must use a Non-Employee Expense Report Form instead of submitting through the Oracle Expense Reports application.",{"name":115,"@type":106,"acceptedAnswer":116},"What receipts and supporting documentation are required for non-employee expense reports?",{"text":117,"@type":109},"Non-employee expense reports must include original receipts (for receipts of $75 and greater) and detailed documentation supporting the business purpose and the relationship to the university, then are audited prior to payment.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},253705,1791741408,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":35,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":37,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":20},2336474466712,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","Hello and welcome to the Expense Preparers training presentation. It is expected that if you are reviewing this presentation, you have already reviewed the Business & Travel Expense Policy Overview presentation. Please note that this presentation is not intended to be a detailed review of all aspects of the Business and Travel Expense policy. For detailed information about the policy, please visit the policy document which is available on the Business & Travel Expense website.  \nRather, this presentation is intended to assist business expense preparers in determining how to prepare expenses – regardless of how they were incurred. Expense preparers may process their own university business expenses or the expenses of others, if they have been designated to do so.  \nAs a preparer of business expenses, there are certain questions that may need to be answered in order to begin the expense preparation process. Examples may include the following considerations:  \n‐Who is the report being prepared for? This may determine the method used to prepare the expense. For example, an expense report can be completed in Oracle if the person who incurred the expense is an employee of the University. However, if the expenses relate to someone who will be working for the university, but has not yet officially started or  \nare for another type of non‐ employee who is doing work for the university in some capacity, a paper expense report would need to be completed.  \nNext, what type of expenses are being reimbursed? Are the expenses related to travel? Are the expenses related to purchasing card transactions? This determination will drive what the preparer will do to process the expenses through to payment.  \nDid the person who incurred the expenses provide the preparer with all of the necessary receipts and any other supporting documentation that may be required?  \nWhat Oracle account string(s) will be charged? Is it a Grants string, a GL string, or maybe both?  \nIf the expenses relate to travel and per diem rates will be used, did the traveler provide the per diem information for the location of their travel?  \nThe answers to these kinds of questions assist the business expense preparer in determining how to process the expenses. If you are an experienced expense preparer you are probably already asking yourself these types of questions, you may just need to think about how your normal questions and answers are impacted by this expense policy.  \nLet’s start with expense reports for non‐employees or those who are not active employees of the University – this could include individuals without an active HREM record, courtesy appointments, retirees, directory employees, and terminated employees. Expense reports for these types of individuals can not be submitted via the Oracle Expense Reports application .  \nIf a business expense preparer attempts to process an expense report through the Oracle Expense Reports application, the preparer will notice that the individual’s name will display with a ‘Non‐Active Employee’ designation. The preparer will not be able to move past the very first step of the Oracle Expense Report process and will instead receive an error message.  \nExpense reports for these types of non‐active employees will need to have a Non‐ Employee Expense Report Form completed and submitted to the Travel and Expense Reporting group (located in the UTDC) for processing. Please note that for non‐Employee’s, the original receipts of $75 and greater that support the expenses on the form should be included with the Non‐Employee Expense Report form. Copies of the receipts for Non‐ Employees are not acceptable. Also, it should be pointed out that ALL Non‐Employee Expense Reports must be processed for payment by the Travel and Expense Reporting group and that the Hub will no longer be processing forms that are $25 or less. If you need to use the Non‐Employee Expense Report form, please note that it has been revised and is available on the Finance D","cbCaimIZqyEDbhq9","https://ap.wps.com/l/cbCaimIZqyEDbhq9","pdf",4871675,"English","# Expense Preparers Training Overview\n## Purpose and scope vs policy document\n## Key questions before preparing expenses\n## Expense reporting in Oracle and common errors\n## Non-employee expense reporting workflow and requirements","[{\"question\":\"What is the main purpose of this Expense Preparers training?\",\"answer\":\"It helps business expense preparers determine how to prepare and process expenses for reimbursement, based on how the expenses were incurred and the preparer’s role.\"},{\"question\":\"How should preparers choose the expense reporting method for non-active individuals?\",\"answer\":\"When the individual is not an active employee, the preparer must use a Non-Employee Expense Report Form instead of submitting through the Oracle Expense Reports application.\"},{\"question\":\"What receipts and supporting documentation are required for non-employee expense reports?\",\"answer\":\"Non-employee expense reports must include original receipts (for receipts of $75 and greater) and detailed documentation supporting the business purpose and the relationship to the university, then are audited prior to payment.\"}]","Expense Preparers Training - Post Trainings | PDF",1789269125]