Print/Copy Mail Services Vice President FA
Certification Steps
To receive certification to approve travel reimbursements,
travel administrators should complete the following:
2. Forward reimbursements to Accounts Payable (A/P)
Send both the electronic and signed paper forms with all required documentation. We recommend you keep a copy for your own records. A/P will continue to store original documents when they approve the payment.
3. A/P Review.
I f there are no questions, the reimbursement will be processed and paid. If there is a question on the document, you will be notified by phone or e-mail. If the document needs to be corrected, it will be returned to you electronically. The hardcopy will be returned only if necessary.
4. Certification.
Once you have completed the training period, you will be certified to approve travel reimbursements. Documents approved by you will be stored in your department. You have the option of forwarding any document to A/P for review and approval.
Frequently Asked Questions:
Training/Certification Process
How long is the training period?
The training period is based on your test score and the number and seriousness of errors made on reimbursements prepared.
Do I have to go through the certification process to use the on-line reimbursement form?
No, you can begin using the on-line form once you attend the travel training class. You may use the form to prepare your documents and then forward to A/P for approval.
Once I'm certified to approve travel reimbursement, will A/P review my documents?
The BAO will conduct monthly reviews of selected paid travel reimbursements. The documents will be selected on certain criteria, and randomly. The department will provide to the BAO the original documentation for selected reimbursements. Travelers may be required to pay back overpayments identified through the review process. The process for noncompliance with UO and FASOM travel policies is detailed in the Travel Sanctions Policy at http://baowww.uoregon.edu/Policy/tr01.pdf.
Using the electronic form
What do I do if I don't know my PAC?
If you do not know your PAC, first try the Forgot PAC button on the logon screen. If you have ever logged on to Duckweb, this should generate a security question that you created. If you answer it correctly, you will be allowed to create a new PAC. If you have never logged on to Duckweb or you are unable to answer the security question correctly, to have your PAC reset go to Human Resources and show them your ID. Any questions call Human Resources at 6-3159.
When I
forward a document to someone else, will I still see it in my work in
process list?
No, once the document has been forwarded it is removed from your list.
Why don't I see all of the documents for my department in
the completed document list?
Your completed document list shows only documents you have approved
for payment. Any document forwarded to A/P for approval, including documents
during the training period, will not show on your completed list.
You will be able to see payment details in Banner.
Who do I contact if I have more questions?
| Carolyn Wooley |
or |
Conny Isaacs |
| cwooley@uoregon.edu | cisaacs@uoregon.edu | |
| 6-3158 | 6-0812 |