1. Enter Travel expenses into Concur - Bank Card transactions are preloaded
    • Travel & Training Expenses: UITS - Use SpeedType 101066 (should be pre-approved)
    • Other: use appropriate department SpeedType
  2. Concur budget validation - runs every 5 minutes (does not encumber $$)
    • Fails budget validation:
      1. Email Sent to User
      2. Transaction Fails - Resolve Budget Issue - Add funds to dept OR use a different dept
    • Passes budget validation: continue to step 3
  3. Manager Approves Expense (Not Budget)
  4. Cost Object (SpeedType) Approver
  5. Expense team Approval
  6. Peoplesoft Budget Check
    1. Fails budget check: resolve budget issues and check again
    2. Passes budget check: continue to step 7
  7. Peoplesoft Encumbers Funds
  8. Expense Posted and Emplovee Paid