Click to review the below training materials related to taxable scenarios regarding employees:

P-Card Essentials

Click the above link to navigate to the p-card essentials training video. This training course will outline when a p-card is appropriate to use. Users who complete this course will learn how to reconcile p-card transactions and how to resolve transactions involving sales tax, lost receipts, or personal purchases. They will learn how to identify and report a fraudulent transaction, dispute a transaction, and will be able to locate resources and support related to p-card procedures.

Travel Training, Documentation, and Videos

Click the above link to review a list of videos, documentation, and resources regarding travel expenses. This includes information about the system roles and permissions that are needed before booking travel, written and video walkthroughs of tasks to complete before the trip, walkthroughs of tasks to complete after the trip, and supplemental resources and procedural information for additional context regarding the travel process.

Employee and Student Reimbursement

Click the above link to navigate to a training video focused on how to enter an out-of-pocket reimbursement for an employee or student. The video outlines how to access Emburse Enterprise, the necessary fields to enter when submitting an expense report, and contact information for any further questions related to employee or student reimbursement in Emburse Enterprise.

Locate Payment Details

Click the above link to navigate to a training video focused on how to locate payment details on a Emburse Enterprise expense report. The video will walk through the reports one can pull to review payment details and to see if a payment was made or is pending. The video will also explain how to verify if payment was sent via ACH or a physical check.

Adjust an Expense Report

Click the above link to navigate to a training video focused on how to adjust an expense within Emburse Enterprise. This video will cover what expenses can be edited and who can edit the expense. The video outlines where to navigate within Emburse Enterprise to adjust an expense report and will cover common troubleshooting procedures if a field cannot be adjusted.

Out-of-Pocket Reimbursement and the Accountable Plan

Click the above link to download a PowerPoint outlining the accountable plan policy updates, how to avoid out-of-pocket purchases, how the accountable plan changes will be implemented, and for information on resources surrounding the accountable plan and reimbursements.

P-Card and the Accountable Plan

Click the above link to download a PowerPoint outlining the accountable plan policy updates, new p-card procedures, how the accountable plan changes will be implemented, and for information on resources surrounding the accountable plan and p-card procedures.