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Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant...

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Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651- 5908 Participant code: 182500 To participate via VoIP… You must have a sound card You must have headphones or computer speakers © 2012 The Johns Hopkins University. All rights reserved.
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Page 1: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 1

FastFactsFeature Presentation

May 1, 2012

To dial in, use this phone number and participant code…

Phone number: 888-651-5908 Participant code: 182500

To participate via VoIP…

You must have a sound card

You must have headphones or computer speakers

© 2012 The Johns Hopkins University. All rights reserved.

Page 2: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 2

Today’s TopicWe’ll be taking a look at…

New Travel Certification

Page 3: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 3

Today’s PresenterDebbie Hawkes, Accounting Supervisor at Accounts Payable Shared Services

Page 4: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 4

Session Segments

PresentationDebbie Hawkes will address the new certification for travel.Debbie will be assisted by Dee Church from the Tax OfficeDuring Debbie’s presentation, your phone will be muted.

Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Debbie and Dee will answer as many of your questions as time allows.

Page 5: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 5

Contact Us

If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected] can also send us an instant message!

GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]

Page 6: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 6

Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

Page 7: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 7

How To View Full Screen

Click Here

Page 8: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 8

New Travel Certification

Page 9: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 9

Agenda

Creating a travel expense report – choosing the correct “schema”Choosing the correct country for international travelDiscuss new certification requirement for all trips

Page 10: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 10

Creating an Expense ReportStep 1 – Login to the trip manager in SAP.

•You will have the option of creating a travel expense report for yourself or another traveler.•If the travel expense reimbursement is for another traveler you must enter that persons personnel number by selecting the icon which displays two people.

Step 2 - Enter the correct personnel number

Step 3 - Click Create Travel Expense Report.

Click to change and enter the correct personnel number for the

traveler.

Page 11: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 11

Creating an Expense Report

After choosing to create a business expense report or a travel expense report, you now select the correct “schema” labeled “trip schema” in SAP

Schema is a design of SAP features created for different types of expense reports

Choices are:– Domestic Travel – for trips within the US, including local

travel– International Travel – for trips outside the US– Non-Travel Related Exp – for business expenses not

related to a trip

Page 12: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 12

SAP View of “Trip Schema”

Page 13: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 13

International Travel

• It is important to select the correct country as the destination for the trip because the IRS requires reporting on foreign travel expenses.

• The screen view for the next few slides are displayed in the WIN GUI view. If login to SAP and then select “ECC”, you are entering in WIN GUI. Click the Trip Country field and

the drop down box indicator will appear at the end of the

field.

Page 14: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 14

Trip Country

• After you click on the drop down list, the list of trip countries will appear.

• Do not select “ALL” from the drop-down list.

• If the country does not appear search for it. If it still does not appear contact Hopkins One help desk at 410-735-4500.

• Approvers should reject a trip document where ALL has been selected.

• Accounts Payable cannot process the payment if ALL has been selected.

Page 15: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 15

International Travel – Selecting the Country

To search for a country, click the arrow head to open the search box.

Enter the country in the Name of Trip Country field and click the green check mark to begin the search.

Page 16: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 16

Results from the Trip Country Search

The search result for the country requested “Uganda” are now listed.

By double clicking the relevant country and city, the trip field will automatically populate the information into the trip country field.

Page 17: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 17

International Travel – Selecting the Trip Country Web GUI View

Web GUI view for selecting the trip country.

Page 18: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 18

International Travel – Selecting the CountryWEB Gui View

Using Travel Reimbursement Requester or Travel Request Assistant – click Search Criteria.

Then, enter the name of the country and click Start Search.

Make sure you click on the search button and not the green check mark to begin

the search for the trip country.

Page 19: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 19

New Certification Feature

To meet IRS requirements regarding travel, a new certification has been added for travel starting May 4, 2012 and it applies to:

Domestic tripsInternational trips

The certification should be checked if it is applicable to the trip.The approver can reject a travel expense report if the certification should have been checked.If travel costs are submitted using the Non-Travel Related Exp schema, the payment will not be processed.

The department will be contacted to delete the request.The request would be recreated using the correct schema.

Page 20: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 20

About the Certification

Vacation time is sometimes taken before or after a business trip such that the person stays at the destination longer than the business activities.

In almost all cases, business activities will determine the need for the trip such that travel will be taken for business purposes and any vacation taken is not considered in deciding to take the business trip.All personal costs for any vacation time would not be included in the travel expense report.

If vacation is the major consideration for the trip, certain costs such as airfare may have to be prorated.

The full amount is not a qualified business expense.Only the business portion of prorated costs can be included in the travel expense report.

Page 21: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 21

New FeatureAfter the travel expense report entry is complete and the initiator clicks the save icon to save the trip, the IRS Compliance Check box will appear.

Page 22: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 22

New Feature

•If the statement is applicable to the trip, check the box, then click “Ok”

• Once the box is checked for a trip document, it will not appear again when additional expenses are added to the report.

Page 23: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 23 Departmental Approver’s Notification

If a travel expense report is submitted for approval and the IRS Compliance Check box has not been checked, the approver will get this warning.

• If the box should have been checked, the approver must reject the document so that it can be corrected.• If the box is not checked but the trip is approved, the approver will be asked for an explanation when the travel expense report is reviewed or audited.

Page 24: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 24

Conclusion

Make sure the Trip Country field is entered and “ALL” was not entered for the trip country.Choose the appropriate schema when creating a business or travel expense report.Check the box if the certification is applicable to the travel expense report.If the certification does not apply to the travel, the approver will be asked for an explanation and some of the expenses may need to be prorated between business and personal.

The personal expenses cannot be included in the travel expense report.

Page 25: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 25

We’re going to open the phone lines now!

There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.

We’ll be answering questions in the order that we receive them.

We’ll also be answering the questions that were emailed to us during the presentation.

If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

Page 26: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 26

Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]

Page 27: Slide 1 FastFacts Feature Presentation May 1, 2012 To dial in, use this phone number and participant code… Phone number: 888-651-5908 Participant code:

Slide 27

Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!


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