Travel & Expense

View Travel Activities training materials regarding creating, approving, and managing Travel actions, Travel Card, and document management activities.

Online Tutorials: Now Available!

Choose from any of the following topics within the Online Tutorial:

• Applying a Cash Advance to an Expense Report
• Approving Travel Actions
• Becoming a Travel Representative
• Creating a Cash Advance
• Creating a Travel Authorization
• Creating an Expense Report for a Non-Travel Reimbursement
• Creating an Expense Report from a Blank Report
• Creating an Expense Report from a T-Auth

Travel Card Activities:

• Creating a TCard Expense Report
• Changing My Wallet Expense Types

Optional Travel-Related Activities:

• Accounting Defaults & Details
• Setting User Defaults
• Routing Approvals When Out of Office
• Updating Email Address
• Sending Receipts to RightFax

Training Guides:

• Applying a Cash Advance to an Expense Report
• Approving Travel Actions
• Becoming a Travel Representative
• Creating a Cash Advance
• Creating a Travel Authorization
• Creating an Expense Report for a Non-Travel Reimbursement
• Creating an Expense Report from a Blank Report
• Creating an Expense Report From a T-Auth
• Budget Checking

Travel Card Activities:

• Travel Card Manual
• Creating a Travel Card Expense Report
• Changing My Wallet Expense Types
• Travel Card Tips

Optional Travel-Related Activities:

• Accounting Defaults & Details
• Setting User Defaults
• Updating Email Address
• Routing Approvals While Out of Office
• Sending Receipts to RightFax

Classroom Training:

• Register for Classroom Training
• Training Registration Instructions
• Course Schedule 

Suggested Courses:

• Travel & Expense for Representatives & Approvers - This course trains travel representatives and approvers in the fundamentals of travel and expenses in the OMNI system. Participants will gain an understanding of travel policy and OMNI concepts such as: creating and submitting travel authorizations, cash advances and expense reports. They will also learn how to budget check and approve/deny submitted documents.

• Travel Card Training - This course trains travel representatives, Travel Card holders and approvers in the fundamentals of travel and expenses in the OMNI system. Participants will gain an understanding of travel policy, the proper use of the Travel Card and OMNI concepts such as processing expense reports for Travel Card purchases.

Security Roles:

To request this role, submit an Online Role Request.

• FSU_TE_TRAVEL_REP - To create the above Travel actions, you must hold this role. This role allows access to create transactions for other employees/travelers, as well as update the employee profiles for these individuals and review security set up for T&E approvers. This role will not be granted to users who also have the FSU_TE_APPROVER role.

• FSU_TE_APPROVER - To approve the above Travel actions, you must hold this role. This role allows access to approve travel transactions at various levels. Departments must establish with the Central Travel Office what type of approver they need - departmental, backup, alternate, department manager, project supplemental, or prepay auditor. Auditors are primarily located in the Controller's (Travel) Office or the UBA Program. This role will not be granted to users who also have the FSU_TE_TRAVEL_REP role. To identify the type of approver, the Role and Security Information form must be completed.

FSU Service Center:

Need Help? Log a FSU Service Center case!

• Submit a ticket to the Travel and Expense Issue Area if you are experiencing an issue related to the above actions.

Additional Information:

• Travel Policies & Procedures
• Departmental Business Management Guide
• Obtaining Travel Access
• 2009 Travel Rep Checklist
• OMNI Queries
• Travel Card Dispute Guide
• Travel Reference Guide
• Travel Tips
• Travel Card Quick Tips
• Frequently Asked Questions

Contact Information:

• Travel & Expense Web Site
• Phone (850) 644-5021
• Fax (850) 644- 8137
• 5607A University Center Tallahassee, FL 32306
• Map

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