Replace on the Travel and Expense Transformation Project and Obtainable Sources

On July 1, the college will develop the Travel and Expense system. This enlargement will streamline expense and PCard reconciliation processes, with quicker processing instances and fewer handbook work for each enterprise places of work and staff.

As I shared in October, this alteration promotes visibility, compliance, and shared duty between enterprise places of work and staff for journey and authorised purchases.

I’m happy to report that the venture is on schedule and is following a consultative method with our campus companions.

Project Progress

In current months, now we have engaged frequently with the advisory group fashioned within the fall and obtained invaluable enter from practically 50 user-group representatives from throughout campus. We are grateful for his or her suggestions, which we’re incorporating into the enlargement and our future processes to successfully handle the wants of our customers and our enterprise workplace companions.  

If you wish to study extra, now we have created the Travel and Expense Project web page to share background data, ongoing updates, and help sources all through this transition.

Next steps and timeline

• February and March: Information periods for the campus group on upcoming course of modifications associated to the enlargement.
• February by means of June: User testing with advisory group members and a small pilot group in May and June forward of the expanded system deployment on July 1.
• Before July: Virtual coaching for the up to date system and each new and up to date coaching reflecting new processes.

How to arrange

You play an vital position in making a constructive expertise for workers utilizing the system. You can begin getting ready in the present day by: 

• Reviewing sources accessible on our new web site, together with PCard greatest practices, supporting documentation tips and how-tos, and the Business Travel Start-to-Finish Guide.
• Exploring coaching modules designed for PCard holders, vacationers, and enterprise places of work.
• Sharing these sources with staff in your unit who maintain a PCard, request reimbursements, or journey on college enterprise.

What the enlargement will imply for you

Starting July 1, you’ll be able to anticipate modifications comparable to: 

• The potential to add expense documentation into the system and the choice to submit documentation by way of a cellular app, eliminating the method of submitting bodily receipts to enterprise places of work.
• Access to customized dashboards with expense information and the power to trace the approval of submitted paperwork in actual time, offering better visibility throughout reimbursement requests.
• Built-in system notifications, comparable to coverage reminders, audit guidelines, and approval workflows, to information customers by means of submission processes. 

I sit up for sharing extra with you within the months forward and encourage you to go to our web site for the newest updates.

If you may have questions or recommendations, please contact our change administration crew.

On behalf of our venture crew, thanks in your partnership as we work collectively to streamline the worker expertise for journey and expense actions and enhance our shared enterprise workflows.

Sincerely,

Andrew Brennan
Chief Procurement Officer

This electronic mail was despatched to school enterprise places of work and enterprise officers and members of the venture advisory group.