How to check approval status of and print a copy of an active T S claim‌

How to check approval status of and print a copy of an active T S claim‌

How to search for and print out active travel & subsistence claims

How to search for and print out active travel & subsistence claims

Background

Claimants may have one or more active claims awaiting approval. This document shows you how to quickly check where your active claims are in the process.

For claims to be processed a printout of the claim must be enclosed with any receipts required, inside an official NUI Galway expense claim envelope and posted to the Payroll and Expenses

Office, NUI Galway. This document outlines these steps also.

Quick Guide

1. Log in to travel and subsistence online:

https://agresso.nuigalway.ie

2. Search and display all your active claims.

(Optional: if you need to print out an active claim)

3. Search for and select a specific active claim.

4. Print out a copy of the claim in portrait orientation.

5. Enclose the printout of your claim, with any receipts required, inside an official NUI Galway expense claim envelope and post to the Payroll and Expenses Office, NUI Galway.

Please insert only one claim per envelope.

Note:

Failure to adhere above could result in significant delays in processing your claim.

How to search for and print out active travel & subsistence claims

1. Log in to travel and subsistence online:

- Click the link

https://agresso.nuigalway.ie/Agresso/System/Login.aspx

- At the login screen enter the following and click Login:

User name:

Enter your six digit payroll number

Client:

Enter U1

Password:

Enter your travel & subsistence (Agresso) password

How to search for and print out active travel & subsistence claims

2. Search and display all your active claims.

- On the Your Employment tab, Click Time and Expenses enquiry

How to search for and print out active travel & subsistence claims

- This displays all your active claims, by expense item line detail.

How to search for and print out active travel & subsistence claims

- You can search by individual field and click the Search button

- It also displays the current Task owner (T). This is where your claim currently is in the process.

- Please note that to process claims the Payroll and Expenses Office MUST receive a printout of each claim and any associated receipts. If you need to do this for one or more claims please follow steps

3 to 5.

How to search for and print out active travel & subsistence claims

3. Search for and select a specific claim.

- In the Time and Expenses menu click Travel Expenses.

- Under the (1 – General) tab click on the Open button.

- Go to Search box, enter transaction number if you know it and TAB out of the field. –

- If you don’t know the transaction number click on the browse button .

- In the resulting Field Help screen click on the Search button to display all your active claims.

How to search for and print out active travel & subsistence claims

- From the results produced click on the claim you want to print out.

How to search for and print out active travel & subsistence claims

- After clicking the claim, details of the claim appear

- Click the Summary tab.

How to search for and print out active travel & subsistence claims

How to search for and print out active travel & subsistence claims

- Review the claim and once satisfied, click the Print Preview button

- This results in a copy of your claim being displayed. Use File –> Print to print a copy of this claim to your printer. Please print the claim form in Portrait orientation. (A signature is not required on this form unless the budget holder requests it).

How to search for and print out active travel & subsistence claims

4. Enclose the printout of your claim, with any receipts required, inside an NUI Galway expense claim envelope and post to the Payroll and Expenses Office, NUI Galway.

Please insert only one claim per envelope.

VERY IMPORTANT

- Print off the claim form.

- Place the printed off claim form in an official NUI Galway expense claim envelope with all relevant receipts.

- Post the envelope to the Payroll and Expenses Office, NUI Galway.

Failure to adhere above could result in significant delays in processing your claim.

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