Subject: Approvals for Information Technology Spending
As outlined in the May 6, 2020, Manager Memo from Executive Vice President Tallman Trask III, Duke University now requires approval for all information technology-related purchases, including software, hardware, web development or web hosting, consulting and cloud-based services.
Employee Travel and Reimbursement (ET&R) has included updates for the 2020 fiscal year end process. Please use the information below as a reference for the fiscal year end schedule related to out of pocket reimbursements, corporate card charges, and experimental subject payment forms.
Out of Pocket Expenses
Both electronic and paper reimbursement forms must be received in ET&R by the end of the day on Monday, June 29, 2020 in order to be posted in the current fiscal year.
As we continue to work through business process changes to support the new policies and our partners who are working remotely, we have included some miscellaneous updates below. All other business processes remain unchanged.
Email reminder notifications for workflow approvers has been reinstated, enhancements have been made to the Assigned reports sent to initiators, TRaC representatives, Business Managers and management centers. ...
Beginning in November, Employee Travel and Reimbursement (ET&R) and Financial Training will offer monthly training classes for expense report initiators and Department TRaC Representatives. Supported by prerequisite online training, classroom training will be provided in four sessions:
In preparation for the next Untimely Posting process scheduled for Monday, May 18, 2015, Employee Travel and Reimbursement will distribute reports to Business Managers, TRaC representatives and initiators every Wednesday, beginning April 8, 2015 through May 13, 2015.
SAP Security Administrators can now use the security maintenance tool to add, remove, and change travel initiator access, and assign additional organizational units or specific employees to initiators...
In preparation for the next Untimely Posting process scheduled for Monday, March 16, 2015, Employee Travel and Reimbursement will distribute reports to Business Managers, TRaC representatives and initiators every Wednesday, beginning January 14 through March 11, 2015.
As a follow up to previous updates, including the Business Manager Overview sessions, Employee Travel and Reimbursement has implemented two new general ledger (G/L) accounts to support clearing outstanding transactions. This new process replaces the traditional write off and ensures a method for handling untimely postings. The new accounts and their corresponding descriptions are included below.
We are excited to announce a number of system enhancements and refinements for each of the Disbursements teams. We have been partnering with our colleagues in Administrative Systems Management to implement these refinements. The changes are scheduled to move to production on Tuesday evening, November 11, 2014.
Card Services has identified an error involving the upload of recent transactions to the on-line travel system. As a result of this error, a small set of transactions with post dates between 07/07/14 and 07/11/14 were uploaded in the on-line travel system with incorrect expense types.
Employee Travel & Reimbursement (ET&R) is pleased to announce that we are implementing an ACD (Automated Call Distribution) system effective Thursday, May 22, 2014 . This system will ensure that you always have an opportunity to speak with a member of our staff and eliminates the need for voice mail.
In our efforts to introduce additional efficiencies, we have incorporated several changes into the overall process for expense reports. These changes were implemented in partnership with our colleagues in Administrative Systems Management and are a result of an overall review of the process as well as great feedback received from departments. All of the changes noted below will be in effect Wednesday, March 26.
Now that we have all been using the Phase II Online Travel – Corporate Card tool for a few months, we would like to share a few updates regarding the progress with the initiative. We appreciate your support as we continue to implement efficiencies with the tool.
As a follow up to our recent Online Travel Phase II: Corporate Card implementation on October 21, 2013, we would like to share several updates on the overall process. We know that you and your teams have been introduced to significant technology changes during the last 18 months...