Training and Support

Procurement and Payment Services Training Tools

BuySite

• Introduction to BuySite Invoices
• How to Approve Invoices
• What’s Changing in BuySite – Approvers - February 2018
• What’s Changing in BuySite – Requesters - February 2018
• BuySite Training – Introduction to BuySite - February 2018

• BuySite Training – for Approvers

ePayment Request

• ePayment Quick Reference Guides
  • Approving ePayment Requests- Authorized Signer
  • Submitting ePayment Requests- Requestor
     
• ePayment Quick Reference Card
  • Authorized Signer
  • Requestor
     
• Online Demonstrations
  • Approving a Request
  • Submitting a Request

GEMS

The Classroom course is for staff and/or faculty that are soon will be:using a GEMS Credit Card; accrunig reimbursable out-of-pocket expenses; traveling on University business; approving expense reports and/or processing expense reports. Click here to enroll.

• Training Guides

  • Concur Travel & Expense QuickStrat Guide
  • Quick Reference Card

• GEMS Basics

  • Overview
  • Logging In
  • Navigating in GEMS
  • Concur Mobile Registration (optional)

• GEMS Card

  • Applying for a Credit Card
  • Approving a Credit Card Application

• GEMS Concur Travel

  • Updating Your Travel Profile
  • Using E-Receipts
  • Assigning a Concur Travel Assistant
  • Making a Concur Travel Reservation
  • Making a Travel Reservation for a Guest
  • Exporting an Itinerary to an Expense Report (One-Click)

• GEMS Expense Reports

  • Creating a Non-Travel Expense Report
  • Creating a Report Header
  • Adding a Business Meal Expense
  • Adding a Photo Copy Service Expense
  • Adding a Personal Mileage Expense
  • Creating a Travel Expense Report
  • Creating a Report Header
  • Importing Credit Card Expenses
  • Editing a Rental Car Expense
  • Itemizing a Hotel Expense
  • Editing an Airline Expense
  • Attaching Receipts and Submitting the Report
  • Allocating a Line Item Expense
  • Allocating a Whole Report
  • Assigning a Sub-Account Override
  • Reporting Per Diem Expenses
  • Reporting Hotel Deposits
  • Converting Foreign Currency
  • Delegating an Expense Report
  • Acting as a Delegate
  • Correcting and Resubmitting a Report

• GEMS Approver

  • Reviewing and Approving a Report
  • Changing Report Accounting Information
  • Forwarding a Report to Another Approver
  • Sending a Report Back to the Employee
  • Running GEMS Cognos Reports

Procurement Courses

Shared Services occasionally offers instructional courses to the campus community. The link will take you to the registration page for available courses:

• Instructor Led Training Options