INTRODUCTION/PURPOSE
Emburse Enterprise (formerly Chrome River) has a reporting tool that can be used to access data on past, current and future planned expenses processed using Emburse Enterprise. The instructions below show how to produce a detailed list of travel pre-approvals by Report ID, Expense Owner, Status and/or Submit Date.
POLICY
PROCESS
PROCEDURE DETAIL
Step: To find the Pre-Approval Request Status Report, start by clicking on the ‘hamburger menu’ (three lines) at the top left of the Chrome River home page.
Step: Select Emburse Analytics at the bottom of the menu. This will open a new browser tab labeled “Emburse Analytics”.
Step: Continue by selecting ‘All’ at the top left of the new browser tab.
Step: From the directory folder options, double click on ‘University of Idaho’ for reports created by UI Business Systems.
Step: Double click on ‘Departmental Reports’.
Step: From the departmental reports available, select ‘Pre-Approval Request Status’ by double clicking on the report name.
Step: To enter filter parameters, expand the filters list by clicking on the carrot.
Step: To retrieve Pre-Approval Requests in the last 30 days that have not yet been approved, change the PreApproval Headers Status Description parameter to ‘Pending Approval’.
Step: After entering the desired filter parameters, press the ‘Run’ button in the upper right corner of the page.
The list generated will include each Pre-Approval Report submitted within the date parameters that has not been approved.
Step: To retrieve a PDF of a specific Pre-Approval Request in the list, click on the three-dot (ellipsis) menu to right of the report ID as shown below.
A list of links to various PDF reports will then be presented.
Step: Click on the PDF report link desired, and a new tab will open with the PDF.
NOTES AND COMMENTS
DOCUMENT OWNER
UI Financial Shared Services