(Spend Authorization, Expense Report, T-Card)
Before You Start
- A worker is any paid employee of UAMS.
- Expense Report for Worker is used when a worker incurs travel expenses while traveling on behalf of UAMS and you have departmental approval to cover the cost of the travel.
- Read Help Page – Spend Authorization for Travel for information that can help you determine if a Spend Authorization is necessary before making travel arrangements.
- Read Quick Reference Guide – Pre-Travel Requirements for information about international travel.
Travel Workflow as Steps
- Spend Authorization*
- Make travel arrangements (e.g., book airfare or rental vehicle, reserve lodging, any other accommodations that can be arranged prior to travel)
- Complete Create Expense Report for Worker in Workday for Pre-Travel Transactions on your Travel Card
- Travel activities
- Gather receipts
- Complete Create Expense Report for Worker for reimbursement/reconciliation of travel expenses
- Expense Partner reviews and approves Expense Report
- Payment is issued to the traveler indicated on the Expense Report (for reimbursements) and/or card transactions are reconciled (for T-Card)
* Read Help Page – Spend Authorization for Travel for information that can help you determine if a Spend Authorization is necessary before making travel arrangements.
Additional Help and Information
UA System QRG – Create an Expense Report
Quick Reference Guides (QRG) contain instructions for completing tasks in Workday, including screen-by-screen and field-by-field information.
Help Page – Spend Authorizations and Travel