New Dashboard for Travel and Event Arrangers

people walking on a moving platform at airport

Sent to the AFS-Update Mailing List on Feb. 20, 2020

The Financial Management Support team recently launched a new dashboard designed for campus staff who manage travel and entertainment reimbursements. If you are setup as a TEM Organization Profile Arranger for your organization, you will be able to use the dashboard to quickly lookup all of your travelers and payees, check the status of pending reimbursement documents, review recent corporate card charges, and more.

The dashboard is dynamic and allows TEM organization profile arrangers to review reimbursement data in multiple ways. For example, you can filter by document status and quickly see which documents need to be approved by a traveler and send them reminders. You can access the dashboard in the Travel & Event Management portlet on ZotPortal. Check the TEM Dashboard User Guide on the Accounting website for detailed instructions.

You must have the TEM Organization Profile Arranger role for your org code for the dashboard to work correctly. If you need help with setting up the role in KSAMS, speak with your unit’s Department Security Administrator (DSA). And if you try the dashboard, let us know what you think at kfs@uci.edu. We appreciate your feedback!

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