eExpense System Overview

1
eExpenseSystem Overview
2
Agenda

• What is eExpense?
• Member Benefits
• The Process
• Overview of status updates via e mail
• Turnaround time for reimbursements

3
What Is It?

• eExpense is an anytime, anywhere Internet-based
  solution for creating, tracking and automating
  expense reports.

4
Member Benefits

• It will dramatically reduce the time it takes to
  receive your reimbursement.
• It is expected that reimbursement (if also using
  direct deposit) can happen within 5 business
  days of receipt of the expense report.
• It will dramatically reduce the potential for
  rejection or errors by
• Identifying expenses with missing information
• Examining expenses for compliance with PEF
  policies
• You will be able to access the system at the
  office, from home, or on the road
• From any computer with a supported Web browser
  and Internet access.
• Saves time
• Easy to use, Internet-based interface for quickly
  entering and submitting expense reports. Recalls
  repetitious expense information
• Status updates via email
• Email notifications are sent updating the status
  of your expense report.

5
Status Updates and Approval Notifications

• Status updates are sent every time your report
  status changes
• Approved
• Rejected
• Resubmitted
• Authorized for Payment
• Sent to your email account
• Email message contains link to eExpense web site

6
Reimbursement Method and Frequency

• Reimbursement processing will occur daily
• Via Direct Deposit (if signed up for)
• Funds can be in your account within 5 days from
  the date the expense report is submitted
• Note Turnaround time assumes faxed, scanned and
  e-mailed
• or mailed receipts are received that same day
• Via Check.
• Turnaround may be longer due to additional
  processing and mail

7
Training Resources, Help and Support

• Training Resources
• Online QuickTours (http//www.pef.org link to
  eExpense)
• These are guided tutorials that explain the
  functionality and how to enter expense reports.
• QuickStart Guides
• Available via PEF website
• Online Help
• Context sensitive help found throughout the
  eExpense website
• One-On-One Hands on Training
• Available in the Finance office contact Donna
  Johnson
• Note Please bring your actual expense
  information to use in training
• PEF Office Support
• For questions training and support, contact
• Donna Johnson
• Phone [phone] extension 257
• Email DJohnson_at_pef.org

8
Thank You

• Contact Donna Johnson if you would like to use
  this service
• 518-785-1900 ext 257
• 1-800-342-4306 ext 257