Quick Help Guides

The Basics

• Getting Started (PDF)
• Uploading and Attaching Receipts (PDF)

Travel

• Create a Travel Pre-Approval (PDF)
• Create a Travel Expense Report (Pre-Approval not imported) (PDF)
• Create a Travel Expense Report from Pre-Approval (PDF)
• Create a Mileage Expense (Travel) (PDF)

Non-Travel (P-Card) Reports

• Create a Non-Travel Expense Report (PDF)
  
  • Expense Category Tool (with account codes) - Excel
    
    • This is meant to help all users of Chrome River classify their expenses and also help map where the particular expense types are found within Chrome River.
      
      You simply click on the category button (the words) at the top of each sheet to filter and see what is included under that tile. Clicking on the icon in the top right corner Clears the filter and lets you see all expense types in that particular report type.

Approvals

• Approvals (PDF)
  • Approval Reassign (PDF)
  • Approvals Via Email
  • Approval Email not Functioning

Specific Chrome River Functions

• Funding - Indexes/Allocations (PDF)
• Uploading and Attaching Receipts (PDF)
• Use the P-Card Itemization Tile
• Recall a Report (PDF)
• Editing Header Information (PDF)
• Dealing with Fraudulent Charges (PDF)
• Personal & Non-Reimbursable Charges (Non-Travel) (PDF)

Travel-Specific Functions

• Create a Mileage Expense (Travel) (PDF)
• Hotel Itemization
• Personal & Non-Reimbursable Charges (Travel) (PDF)
• Cash Advances - Requesting and Processing (PDF)

Chrome River Reports

• Getting Started with Reports (PDF)
  
  • Chrome River Reports Module and Banner EDM (PDF)