Expense Report Search Functionality
Use the search functionality in the Expense Report module to view basic information about Expense Reports you have created and submitted in Bronco Hub. View details like name of the Expense Report requester, amount of the Expense Report and Expense Report approval status. Visit the Reviewing Expense Report Status job aid for more details.
Expense Reports – Campus Transaction Dashboard
Run the Expense Reports – Campus Transaction Dashboard to view reimbursement details like related Expense Report requester, reimbursement amount, reimbursement status, date of reimbursement and funding segment string used to code the transaction.
Confirm the accuracy of the funding segment string used for reimbursements. If an incorrect segment string was used to code an Expense Report, a Payables Correction must be submitted. Visit Financial Transaction Corrections for more information.
Transaction Approval Dashboard
Run the Transaction Approval Dashboard to view approval status information for Expense Reports. This dashboard should be used to identify where transactions are currently at in the approval process or to review the approval history.
Department Financial Summary Review
Prior to approving financial transactions, the department funding source person is responsible for confirming the availability of funds.
For transactions coded to an appropriated fund, run the Remaining Appropriated Budget Report. This report provides a summary of the remaining budget for appropriated funding sources.
For transactions coded to a local fund, run the Local Budget Variance Report. This report provides a summary of the budget and actual expenses for local funding sources.
Appropriated and Local Summary – BvA
The Budget vs Actuals (BvA) Reports should be reviewed at least once per month to ensure accuracy of financial transaction reporting and proper budget management.
Run the Appropriated and Local Summary – BvA to review encumbrances related to Expense Reports. Encumbrances are released after an Expense Report is submitted and approved. For more information about BvA Reporting, visit Financial Reporting.