How to Create an Expense Report
Before creating an Expense Report:
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Non-Travel Reimbursements
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Prior to making any purchases with personal funds, check with the Office of Accounts Payable to determine whether the expenditure is allowable. Requests may be submitted only for business-related out-of-pocket expenses that could not be paid with a purchase order or the college’s credit cards. Examples include local travel expenses…
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Travel Process and Guidelines
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Travel Procedure Summary Prior to traveling, complete the Brooklyn College Authorization to Travel Form. Once the total travel award has been determined by the department supervisor, a Travel Authorization must be created and approved in CUNYfirst. After travel, an Expense Report for Brooklyn College employees must be created and approved in…
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How to Make Travel Arrangements
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Prior to Travel When you are on a work-assigned location, more than 75 miles from home and Brooklyn College, you are considered to be in travel status and eligible for travel expenses. Please refer to the CUNY Travel Policy for rules and regulations. Prior to traveling, complete the Brooklyn College Authorization…
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Travel and Expense – Workflows
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The CUNYfirst Travel and Expense Center Workflows are the start-to-finish road maps for the travel and reimbursement processes at Brooklyn College. They begin with an end user’s creation and submission of a travel authorization or expense report, continue with a series of approvals, and end with budget being encumbered (in…
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Procure and Pay – Security Access
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To request access to CUNYfirst eProcurement, submit a CUNY ServiceNow request. Both the user and his or her supervisor must sign the pre-filled security form that will be e-mailed and return the hard copy with original signatures to the Office of Financial Reporting and Reconciliation, 1433 Boylan Hall. Users will be…
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Procure and Pay – Approving
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This section contains information that will assist supervisors and approvers with the approving and tracking of requisitions in CUNYfirst eProcurement. Quick References Quick References are intended for experienced eProcurement users who no longer need the detailed instructional material. Detailed Instructions Detailed instructions are intended for new or infrequent eProcurement users,…
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How to delegate approver authority
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Purchase Requisition Approval Quick Reference
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This set of instructions is a supplement to the How to Approve a Purchase Requisition guide and assumes that the end user is already familiar with this process.
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Procure and Pay – Processing
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This section contains information that will assist creators and requesters with the processing and tracking of requisitions in CUNYfirst eProcurement. Quick References Quick References are intended for experienced eProcurement users who no longer need the detailed instructional material. Purchase Requisitions Receipts Detailed Instructions Detailed instructions are intended for new or…