FINANCE OPERATIONS ONBOARDING DOCUMENT

FINANCE OPERATIONS ONBOARDING DOCUMENT. Emory University Advancement and Alumni Engagement Finance OPERATIONS TEAM.

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[Audio] The ADV finance operations disbursements team facilitates in the processing and approving of travel and expense reports, processing and approving of payment requests (individuals), approving of Emory Express transactions, corporate card and cell phone management, contract review requests, monitoring of My Wallet corporate card transactions, policy guidance, and new employee onboardings The ADV finance operations iModules team is responsible for processing event registration revenue and refunds through Emory's online event platform, performing audits and form/field table updates, staff and alumni credentials support, and providing online community access to alumni.

Applying for a Corporate Card. Read *Emory policy 2.128 to review the proper use of the corporate credit card. The **Corporate Card page on Emory’s “Procure and Pay” website contains information about the corporate card and the link to the electronic application. List Frances Stanfield (fstanfi@emory.edu) as the approver. Once you submit the credit card application, it will be electronically routed to Frances for approval. List your home address for the cardholder address, statement address and the home address. The new card will be mailed to your home address. If you are prompted to enter an access code during the application, please use default code 1234 If you don’t receive the credit card in 10 business days, send an email to credit.cards@emory.edu asking for the status of the credit card. * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Payment Services>Disbursement Policy **https://www.finance.emory.edu/home/index.html >Procurement>Paying>Emory Corporate Card>How to Apply.

Cardholder responsibilities. It is the Cardholder’s responsibility to authenticate the validity of the charges incurred on the corporate card. No personal charges are allowed to be made with the Emory Corporate Credit Card. The cardholder is also responsible for ensuring that (1) expense reports are filed within ten (10) days of expenditure or ten (10) days from the completed travel date. The cardholder must pay any late fees or personal expenses incurred on the Corporate Credit Card directly to JP Morgan. Failure to comply with the cardholder agreement and intentional misuse of the Corporate card may result in disciplinary action up to and including termination. Please refer to *University policy 2.132 for the corporate card credit policy in its entirety (contains information on how to dispute a transaction, cancel a disputed transaction, sanctions for credit card non-compliance, etc.) * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Corporate Card Credit Policy.

SANCTIONS FOR CORPORATE CREDIT CARD NONCOMPLIANCE.

Declined credit card transactions. 7. If the Corporate Credit Card purchase is declined for a reason unclear to the Cardholder, JP Morgan Chase can be contacted for clarification by calling the Customer Service number on the back of the card. Common reasons for declined transactions include the following: The merchant has an incorrect Corporate Credit Card expiration date The Corporate Credit Card’s specified allowable spending limit is exceeded The incorrect billing zip code was used (should be the home address).

Lost, stolen or compromised card. 8. Lost, stolen, or compromised Corporate Credit Cards should be reported immediately to the following: • JP Morgan Chase JP Morgan Chase will close the card. A replacement card will be reissued: U.S./Canada Toll-Free (800) 316-6056 Outside U.S. (847) 488-3748 • Corporate Credit Card Administrator (Accounts Payable) The Corporate Credit Card Administrator can also close the card to avoid fraudulent use at credit.cards@emory.edu..

Emory Cell Phones. Cell phones are provided to Emory employees who require a cell phone to perform their job duties at Emory University. The hiring manager will determine if an employee is eligible for an Emory Cell phone. Eligible employees may choose between ordering a new device and phone number or ordering a new device using his/her current phone number. The name of the current cell phone provider, account number, billing address and contact name information must be provided to your ADV Finance support representative in order to port the number to the Emory Verizon account. The cell phone model choices and colors are indicated on the ServiceNow Cell Phone/Mobile Device Request Form. An $80 allowance is provided for additional accessories such as cases and screen protectors. If you need help with plan changes and services, please submit your request on the ServiceNow Cell Phone/Mobile Device Request Form. For help with equipment and hardware problems, please email ADV-Help@emory.edu ..

Lost or stolen cell phones. 10. If you have a lost or had your cell phone stolen, you can take the following steps to report it and receive assistance: Call Verizon Wireless Customer Service at (800)922-0204. When the automated system answers, choose the options for technical support. You should be able to find an option to suspend your account or report the device as lost or stolen. Alternatively, you can speak to a representative from the technical support department, which is open 24 hours/7 days a week. Submit ServiceNow ADV: Finance General Inquiry Form. Choose the “Cell Phone” category and provide a note indicating the cell phone is lost or stolen. Once submitted, someone from the Finance Operations team will be in touch with you to discuss your options, such as replacing the device or issuing a loaner device. Remember to report your lost or stolen cell phone as soon as possible to minimize the risk of unauthorized usage and protect your personal information..

Emory Commodity matrix. The Emory Commodity Matrix provides guidance to University Faculty and Staff in determining how to acquire and/or pay for the most commonly ordered goods and services. This commodity matrix is not meant to be an exhaustive list of all possible commodities. For any commodities not listed, use the most comparable commodity for guidance..

Emory Commodity matrix. 12. [image]. Advancement and Alumni Engagement Finance Department 12/15/2023.

Preferred Payment methods. 13. Emory Express Request This tool is for issuing purchase orders and paying for goods and services fulfilled by a domestic or foreign company that is paid in U.S Dollars. Corporate Card This card should be used for all your individual business-related travel expenses as well as business-related department expenses not possible through Emory Express. Compass Payment Request This tool is for issuing payments to individuals and sole proprietors (independent contractors, refunds, guest reimbursements, and honorariums).

EMORY EXPRESS. 14. Emory Express is the procurement system used to create, submit, and approve requisitions, track purchase orders, and manage suppliers. The application also provides direct access to suppliers’ websites, forms to request non-cataloged items, and built-in internal controls. All eligible purchases should go through Emory Express. Within Emory Express you can order things like office supplies, marketing materials, and custom print jobs. Visit the *Procure & Pay page on Emory’s Finance website which outlines the procedures to purchase supplies and services. * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Strategic Procurement Policy 2.121.

Emory Express – course navigation. 15. Prior to enrolling in the training course, please check with your supervisor to determine if you will need purchasing access in Emory Express hr.emory.edu>Self-Service Login>Learning Management tile>Learning Management-Brainier Video: How to Log Into Brainier https://www.youtube.com/watch?v=S4-UFvxuIXs.

On-Campus Catering Services. If you need to order food for an on-campus small luncheon or for a complex catered event, you have two options: The first option is to use Emory Catering, Emory’s in-house caterer. The second option is to use America to Go (ATG). There are many providers available within the ATG network. Refer to the “Catering Services” section on the Emory Express home screen to access the Emory Catering and America To Go punch-outs To learn more about Catering Services, please visit the Catering Services Guidelines webpage.

Payment requests. 17. Payment requests are completed in the Compass system by the ADV finance team for the following: Individuals and sole proprietors Independent contractors Refunds Guest Reimbursements Honorariums If you receive an invoice from an individual that meets the above criteria, please submit your request on the ServiceNow ADV: Payment Request Form. Your ADV Finance support representative can assist you if you are unclear if a supplier you are using needs to be paid through Emory Express or the Compass system. Please submit your question or inquiry on the ServiceNow ADV: Finance General Inquiry Form ..

New Suppliers. All suppliers need to be registered with Emory. Your ADV Finance support representative can assist you if you are unclear if a supplier you are using is setup in Emory’s system. Please submit your question or inquiry on the ServiceNow ADV: Finance General Inquiry Form . For new suppliers that have not done business with Emory: Submit a completed Supplier Information form on the ServiceNow ADV: Finance General Inquiry Form. The form will need to be returned in Excel format. Note: the new form does NOT require a physical signature so there is no need to print it out after completing the form..

Independent Contractors. An Independent Contractor is an individual who performs services for the business whereby the business has the right to specify the result to be accomplished by the work, but not the means and methods by which the result is to be accomplished. The earnings of a person who is working as an independent contractor is subject to Self-Employment Tax. Businesses generally do not have to pay any taxes on payments to independent contractors. It is important before engaging in a service that the individual is classified correctly between an independent contractor and employee before they begin work. Please visit the *Emory Finance page for information that distinguishes between the two classifications and the reason why this classification is important to Emory University. *https://www.finance.emory.edu/home/index.html >Procurement>Contracting>Independent Contractor Guidelines.

Contract review. 20. It is important to have contracts reviewed by Emory’s Sourcing and Contract team to ensure compliance with legal and regulatory requirements and to protect the university's interests. The ADV Finance Team will assist in the review process and act as a liaison between your department and the contract review staff. All agreements for goods or services (one-time and recurring/multi-year) need to be reviewed by Finance Operations team and/or Emory’s Sourcing team. This includes agreements such as maintenance contracts on equipment and software, catering, professional services, etc. Do not sign any agreements without this review process taking place, as doing so could potentially expose the university to unnecessary risk or liability. Submit contract for review via the ServiceNow ADV: Contract Review Form.

Employee Gifts & Celebrations. The Employee Gifts and Celebrations Policy is to establish guidelines and procedures for the appropriate use of University funds to provide gifts and/or celebrations for employees to recognize achievements, milestones, and special occasions. Appropriate Use of University Funds: Work-related achievements Honoring a retiree Sympathy Inappropriate Use of University Funds Celebrations for weddings Baby showers Completion of a degree not required to do your job. All gift cards are reported as income to the Faculty/staff member and any gifts with a value equal to or greater than $75 are also reported as income to the Faculty/staff member. Review the *Employee Gifts and Celebrations Policy for further information prior to purchasing a gift or planning a celebration. * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Payment Services> Employee Gifts and Celebrations Policy.

Emory University Travel and expense Policy. 22. TRAVEL GUIDELINES POST-TRAVEL GUIDELINES EXCEPTION PROCESS III.1 Air Travel III.8 Completing the Expense Report III.15 Family Member Travel III.2 Rail Travel III.9 Expense Report Deadlines III.16 Non-Employee Travel III.3 Ground Travel III.10 Calculating Expenses on the Expense Report III.17 Sponsored Programs Travel III.4 International Travel III.11 Receipt Requirements Non-Reimbursable or Non-Payable Items III.5 Long-Term/Sabbatical Travel III.12 Approvals III.6 Lodging III.13 Sales Tax III.7 Meals III.14 Expense Report Audits.

NON-REIMBURSABLE OR NON-PAYABLE ITEMS. 23. Please see the Non-Reimbursable chart under the Receipt Requirements section of the *Emory Travel and Expense Policy 2.90 for a list of expenses that will not be reimbursed. This list is not meant to be all-inclusive. Other items may be deemed non-reimbursable upon review * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Travel Policies.

Listing of NON-REIMBURSABLE OR NON-PAYABLE ITEMS.

Meals with other employees. Meals with other Emory employees are generally not reimbursable. Meals with Emory colleagues should be considered a personal expense unless one of the following is true: A non-Emory employee is also present, and business is being conducted The meal is in honor of an Emory employee's beginning or ending of employment at Emory or other significant Emory or professional achievement Business being conducted among Emory employees is such that it cannot be done in the office or another time. (An explanation of the reason why the meeting could not take place in the office must accompany the reimbursement/expense request) Rare or atypical instances where, with approval of a supervisor, employees may work during normal meal breaks with other employees, e.g., working lunches. Review the *Emory University Travel and Expense Policy 2.90 for detailed information. * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Travel Policies.

Emory University Travel Agencies. Emory requires travelers to book airfare using one of our partnered travel agencies. Please create a profile on the CTM travel portal at https://us.ctmsmart.com. The recommended browser is Chrome or Firefox. Do NOT use the direct-bill method. The preferred method of payment is the traveler’s Emory corporate credit card. You’ll need to set up a Travel Profile using *Quick Start Job Aid. The following information is useful to have on hand when creating your profile: Name as indicated on your government issued I.D., gender, phone number, and your designated travel arranger’s name (if applicable). Travel arrangers must setup their profiles first so travelers can select their name as a travel arranger. Once the traveler has these four pieces of information in the profile, the travel arranger can complete the balance of the profile for the traveler with travel preferences, loyalty programs and corporate card/personal card information. Visit the **Emory Finance Travel Site for detailed information. * https://www.finance.emory.edu/home/index.html>Procurement>Travel>Travel Resources and Information>Job Aids>Logging into the travel booking tool instructions ** https://www.finance.emory.edu/home/index.html>Travel.

Emory University Travel Agencies. Sequel Travel (formerly Maupin/Hess travel) Maupin Travel recent acquisition of Utah based, Hess Travel Small woman-owned business classification (important for grants) Payment by corporate card, agent-assisted booking only Link to create traveler profile: https://maupintravel.formstack.com/forms/emory_university_traveler_profile_form Maupin contact information : E: Corporate@MaupinTravel.com | P: 919-821-2146 Cadence/Partners Travel Management E-VIP Travel Services and complex international travel Link to create traveler profile: https://www.cadencetravel.com/partner-program-emory Payment by corporate card, agent-assisted booking only For Cadence online booking tool help/questions - onlinehelp@cadencetravel.com For Cadence new reservations, changes, etc. – corpres@cadencetravel.com or 858-551-3000 Please note All three agencies specialize in Domestic and International Travel. You are able to book with either agency. Schools or Departments may restrict which agency is available to a traveler..

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Example: itemized Cadence invoice. 29. Advancement and Alumni Engagement Finance Department 12/15/2023.

Example: itemized SEQUEL invoice. 30. sequel This Is Your Receipt 27AUG 2023 Thursday, 31AUG "23 ATL S Tuesday, 27FEB NSS 7 57 E..

Mileage for personal vehicles. Choose the most economical, safe, and efficient method of ground transportation for your business travel. You may opt to use your personal vehicle for business purposes if it proves to be less expensive than other options or if it saves time. When driving your personal vehicle for business purposes, you will be reimbursed for actual miles traveled. Total miles to be reimbursed cannot include your normal daily round-trip commute and should be subtracted from the calculation. (However, for non-regularly scheduled workdays such as Saturday, Sunday, and holidays, mileage calculation can originate/end at home and does not require deduction of round-trip daily commute mileage.) If mileage exceeds the round-trip amount of $25.00 you are required to submit a Google Maps or MapQuest printout along with a completed Mileage Log and Reimbursement Form. The mileage reimbursement rate is determined yearly by the IRS, which covers all costs related to operate the vehicle and gasoline. You are not permitted to use your corporate card to purchase gasoline for your personal vehicle, even if the vehicle is being used for business purposes. Visit the *Emory Finance website to review the Personal Vehicles policy. * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Travel Policies.

Example: Google Maps printout. 32. Map Description automatically generated.

Example: mileage log and reimbursement form. 33. Table Description automatically generated.

Receipt Requirements: Meals. Please provide the detailed itemized receipt for all meals. In addition, please mark the letter A on receipts next to alcohol purchases. All business meals need to be accompanied with a list of attendees. If the number of attendees is greater than 10, please provide the number of attendees. If the number of attendees is less than 10, please provide each individual name of attendee. Please write the names of the attendees on the receipt, if possible. You will need this information entered on your wallet report later. * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Travel Policies.

Example: itemized Meal Receipt. 35. Server 05:51 'uhsah IRISH '0th Carltol rm 10/24/2022 Cvitol hér: GI Secial Drft Total Total 10/24,322 5:51 10. DO 60 18. oc 136. so cat d Card Entry YetYod: S Ire' ratal: Gr.•i Total : I ore to pay total r»ws IRE* EVERY NM V I— Pay Check Gratuity SIE 50 Pl. 00 rwt«s EVERY tte c:" "ith yar c*era.

Receipt Requirements: Lodging. An itemized receipt (hotel folio) is required for all lodging This document must show taxes, room rates, check in date, check out date, and other incidentals such as meals, parking, or internet service If this receipt is lost, the traveler must obtain a replacement receipt from the Hotel. * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Travel Policies.

Example: itemized hotel Folio. 37. CtRl() COLLECTION ARTS ROTEL DALLAS. ct_R0 BY 1717 LEC*URO STREET DAUAS. 75201 U ned Ame•ea TELEPI-ÖNE 214-3B-1717 • 1800 DECATUR GA 3002 STATES OF 33434NS3 HAU ARTS EL DALLAS. CURIO COLLECTÄ BY HLTON3'10QOZ Dae: Oate Rate VAT DATE nr2023 280023 3.V2Q3 380023 3.92023 3M023 "7023 GUEST ROOM STATE SALES ROOM TAX TAX TP'O IRO GUEST ROC* STATE SALES ROOM TAX cn Y OZCLFANCY TAX TPIO SCIO scto SCLO SCLO S3S6' 5366 t 537340 537512 537512 537512 S37St2 CHARGES S3Q_82 S 1853 $27.0 SS243 s 1240 WEL BE SETTLED TO VS• SFECTNE 3•V2023 PM 7041243 570 31 sooo e 72 TO na Md please *WV' .can.

Vehicle Rentals. Never accept insurance offered by the rental company. Emory’s blanket auto policy provides liability and physical damage coverage for autos rented while on approved company business. If you find an insurance charge on your rental receipt, please call the rental company immediately and request a refund to your corporate card. If the charge cannot be refunded, you will need to cover the cost personally. An itemized receipt is required for vehicle rentals An itemized receipt must include rates, taxes, pickup date, return date, and any other incidentals such as toll charges, prepaid fuel, etc. In case a receipt is lost, it’s your responsibility to obtain a replacement receipt from the auto rental company. Review the *Emory University Travel and Expense Policy 2.90 for detailed information * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Travel Policies.

Example: itemized Vehicle Rental Receipt. 39. -enterprise Renter hfomution Vehicle Information Thank you for renting with Enterprise Ront Az Trip Informatm Pie Stmt Charges appr 22toæuuL CAR ctn Renter Chuaes mm taro CAR C'.TR " , I PC S' 2.42 S14S9S.

RECEIPT REQUIREMENTS FOR EVENTS. It is important that the most up to date version of a catering or banquet invoice for an event is submitted on an expense request when the corporate card is used. Pricing estimates for events often fluctuate based on additional guest counts and food/service cost calculations For deposits prior to the event, please include a copy of the executed contract and/or statement of estimated charges for the event This is often referred to as the minimum food and beverage (F&B) cost Following completion of the event, the final invoice must be itemized as needed to split out alcohol as well as any event-related costs (venue rental, service and staffing fees, event supplies and equipment, and administrative costs) on the expense report It is your responsibility to obtain the most recent version of the invoice/contract from the vendor. Review the *Emory University Travel and Expense Policy 2.90 for detailed information * https://emory.ellucid.com>Emory University Policy>Finance (EU)>Financial Operations>Travel Policies.

Example – event proposal/quote for deposits. 41. [image] MINIMUM BANOUET FOOD AND BEVERAGE REVENUE REOUIREMENT Emory University agrees to thc following minimum rcVcnucs, exclusive of tax and service charge (the "Minimum Banquet Food & Beverage Revenue"). Ifthe actual banquet food & beverage revenue is less than the Minimum Banquet Food & Beverage Revenue, the difference will be posted to thc Master Account. Hotel will confirm thc food & beverage prices six (6) months prior to cVcnt date Minimum FOO d & Bevera c Revenue based on committed Room Rental: Total Minimum Revenue Docs nor include sla cha e, house cha BANOUET EVENT ORDERS e minimum) : 5% , and sales tax S8,ooo.oo S500.oo Hotel will provide Customer with Banquet Event Orders ("BEO's") that specify and confirm the specific details and terms and conditions for each event including, final menu selections, pricing, room set up and décor GUARANTEE Final guarantee of guests (attendees) is duc no later than 3 business days prior to thc event. Thc guarantee may increase but not decrease. If te final guarantee is not provided 3 business days prior, the estimated attendance will serve as the guarantee..

Example – Completed Event itemized RECEIPT. 42. DESCRIPTtm Southern Style Luncheon Cucumber canapes - soft bread, herbed cream cheese and siced served with a gamish of radish Poached shrirnp salad in endive - savory shrimp s Springer Mountain chicken breasts stuffed with Asparagus spears, lightly grilled and topped Smoked salmon in puff pastry Local truit salad with strawberries lemon fruit tarts assorted macarons housemade lemonade w. lemon wheels fresh sweet tea w. lemon gal lemonade Gal sweet tea Gal unsweet tea Ice Production fee Retail Delivery Charges Linen for 60" rounds Linen for 6' tables 3% fee endive leaves Aid Spring gribiche PAYMENT 35 2 3 5 5 RATE 24.90 20.00 20.00 20.00 5.50 50.00 50.00 24.00 24.00 39.24 871.50 40.00 20.00 20.00 16.50 50.00 50.00 120.00 120.00 3924 1347.24.

Finance Event Codes. In Emory’s Compass financial management system, the Finance Event code field allows the tracking and categorization of costs specific to units and departments Think of this field as an internal “Chart of Accounts” specific to ADV to track and classify expenses in categories that help ADV departments manage their budgets and understand their costs For example, ADV can track expenses for specific activities such as fundraising and alumni events as well as an employee’s travel/professional development using the Finance Event codes A Finance Event code is required for all ADV transactions Each ADV employee is assigned a Finance Event code to track their individual travel and professional development expenses. Many large-scale fundraising events, cultivation events, alumni events, Homecoming, commencement, etc. have their own Finance Event code (smaller or one-time events may use 4083 – the “uncategorized” generic Finance Event code for events – in lieu of creating a unique code) Even operating costs such as office supplies, business cards, and postage/shipping are tracked using Finance Event codes The applicable Finance Event code should be listed on all invoices as well as travel and expense reports that are sent to ADV-Finance for processing. Additionally, a Finance Event code must be entered on requisitions when ordering via Emory Express.

Finance Event Codes. Finance Event code lookup tool (via Power BI) Click here for the lookup tool site page (where you can look up available Finance Event codes) You can use the Filters pane to filter by Finance event code type (Travel, Events, Operating), the Finance Event code itself (all codes are 4 digits in length), the requesting department, or requesting individual To request a new Finance Event code or request a change in the description of a current Finance Event code, please submit a request using the ADV: Finance Event Code Request form in ServiceNow.

Finance Event Codes. Here is a listing of common AAE Finance Event codes:.

Account Codes. The Compass Account code field classifies financial transactions based on the type of expense (e.g., printing, office supplies, entertainment, travel, alcohol, etc.) Unlike the Finance Event code which is more tailored to ADV’s internal budget reporting requirements, Account codes are used across Emory and are more structured in their use from an enterprise perspective An Account code is required for all ADV transactions. The applicable Account code will be applied to all invoices as well as travel and expense reports that are sent to ADV-Finance for processing. Additionally, an Account code must be entered on requisitions when ordering via Emory Express. Account code lookup tool (via Power BI) Click here for the lookup tool site page (where you can look up common Account codes) Due to the relatively small list of Account codes, there is no Filter pane/option on this tool as there is for the Finance Event code lookup tool.

ServiceNow Request module is the platform used to manage and track requests from users across the division. The module aids in organizing requests and tracking tickets, making it easier for users to submit requests and for finance and budget operations teams to process them efficiently. Key Features: Real-time request submissions: Users can submit requests in real-time Automate routing: Requests are automatically routed to the finance and budget operations teams Ticketing monitoring and status updates: Users can track requests and status of tickets Standardized submission process: All forms on the request module platform are standardized Collaboration tools: Users can collaborate with team members directly through the platform, adding comments, sending emails, and attaching documents to the request Centralized platform We currently have the following six forms on the ServiceNow Request platform: Cell Phone Mobile Device Request Form ADV: Finance Event Code Request Form ADV: Finance General Inquiry Form ADV: Payment Request Form ADV: Travel & Expense Report Form ADV: Contract Review Form.

Available finance ServiceNow forms. 48. Form Name Purpose/Use Cell Phone Mobile Device Request Form This form should be used by Advancement and Alumni Engagement (ADV) employees to request new cell phones, cell phone upgrades and international calling plans. ADV: Finance Event Code Request Form This form should be used by Advancement and Alumni Engagement (ADV) employees to submit Finance Event Code requests. You may submit up to three requests per form. ADV: Finance General Inquiry Form This form should be used by Advancement and Alumni Engagement (ADV) employees to submit finance general inquiries. ADV: Payment Request Form This form should be used by Advancement and Alumni Engagement (ADV) employees to submit payment requests. ADV: Travel & Expense Report Form This form should be used by Advancement and Alumni Engagement (ADV) employees to submit travel and expense reports. ADV users to have access to view all travel and expense report forms. ADV: Contract Review Form This form should be used by Advancement and Alumni Engagement (ADV) employees to submit contracts to be reviewed by the Procurement and Administration team..

Navigate> https://emory.service-now.com > Request Something > Categories> Finance and Human Resources> ADV: Travel & Expense Report.

EMORY • Business purpose for opense: SpeedType(s) If multiple Speehpes isil' be u:€d, p'€æ€ separate with a cowm and include the amount or percentaze tc be charged to each Speedhpe. Example Unng spec;fic acllar Gmaw-t; - $50, - S:OO Examplo 2: Using • Finance Event Code(S O (f multiple Finarce Codes are jeb:g uced, "ease wrile tke code recepts. Click kere for offinar,ce event codes, the primary Of the trip conference and/or for p10fessional development? None — 4. Enter the business purpose. Please provide detailed information. You can also mite the detailed business purpose ¯ on the receipt. 5. Enter SpeedType(s) If multiple SpeedTypes will be used, please separate with a comma and include the amount or percentage to be charged to each SpeedType 6. Enter Finance Event Code(s), fonnerly known as Activity Code If multiple Finance Events Codes are being used, please mite the code on your 7. Select from the drop down menu yes or no. You'll need to indicate whether or not if the trip was related to attend a conference or for professional development..