Accessing Travel Summaries and Forms

Travel, Entertainment and Moving > Standard Transaction Documents > Performing Common Activities

Accessing Travel Summaries and Forms

After you have saved an Entertainment, Moving and Relocation or Travel Reimbursement document, you may generate a variety of summaries and forms for it. To do so:

1. In the Main Menu, select the appropriate type of document from the Travel submenu in the Custom Document Searches menu group.

2. Search as usual for the specific document you want to work with.

For information about the search fields for the different types of TEM documents, see Custom Document Searches.

3. In the search results table, click the document ID for the appropriate document.

The system displays the document. As shown below, the display includes a Reports tab.

4. Click to display the contents of the tab. The expanded tab looks something like this:

Each item listed in the tab is a live link that allows you to generate a particular travel summary or form. The items displayed vary by document type.

5. To access one of the forms or summaries listed below, click the associated link.

Links in TEM documents’ Reports tabs

Link	Displayed in	Description
Coversheet	Entertainment Reimbursement Moving and Relocation Reimbursement Travel Reimbursement	Opens a .pdf of a fax coversheet for the document. Instructions printed on TEM coversheets are derived from your institution’s TRAVEL_COVERSHEET_INSTRUCTIONS parameter.
Non-Employee Forms	Entertainment Reimbursement Moving and Relocation Reimbursement Travel Reimbursement	Opens a .pdf of an expense certification form to be signed by a non-employee who is requesting reimbursement and attached to the document in the Notes and Attachments tab with attachment type Non Employee Form. The statement included at the bottom of the form comes from a property file. You will need technical assistance to update.
Expense Summary	Moving and Relocation Reimbursement Travel Reimbursement	Opens a .pdf summarizing expenses in this document. The institution name printed on the report header is derived from the value in your institution’s INSTITUTION_NAME for the specific document type.
Expense Summary by Day	Moving and Relocation Reimbursement Travel Reimbursement	Opens a .pdf showing subtotals by day for expenses in this document. The institution name printed on the report header is derived from the value in your institution’s TRAVEL_REPORT_INSTITUTION_NAME for the specific document type.
TEM Host Certification	Entertainment Reimbursement	Opens a .pdf of an expense certification form to be signed by the host of an event and attached to the document in the Notes and Attachments tab with attachment type Entertainment Host Certification.