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The SSC Travel & Expense services include creating reimbursement reports and reconciling PCard/Travel Card and CTP expenses for University faculty and staff. Once a report has been created, we will send an email notifying the employee that the report is ready for their review and approval.
Before You Start a Request:
1. Be aware of what expenses are allowed by your department.
2. Know which Shortcode you want used for each expense.
3. Identify the reason this expense is considered a business expense.
4. Collect all of your receipts and ensure they contain the appropriate information. For a guide to documentation please visit the SSC Receipt Resource page.
5. If submitting a request for Hosting Expenses, have the names/uniqunames of all attendees as you will need to submit them with your request.
Submitting Expenses Using the eForm
Beginning August 1, 2024 customers must use the SSC expense report eForm to submit a request. Customers have the option to either input the information directly into the eForm or provide the necessary information in the template discussed below*.
The section below houses tutorials to help requesters complete the eForm as well as understand various methods for entering expenses and uploading receipts and other required documentation.
The SSC Expense Processing eForm can be found here, as well as on the SSC Travel & Expense website: https://ssc.umich.edu/travel-expense/
If your unit uses the OPS system to submit your expenses to the SSC, you will continue to follow that submission process.
Complete Required eForm Fields and Upload Documentation
CLICK HERE For Step-By-Step Tutorial
Enter TRAVEL Expenses
CLICK HERE For Step-By-Step Tutorial
Enter HOSTING Expenses
CLICK HERE For Step-By-Step Tutorial
Enter OTHER Expenses
CLICK HERE For Step-By-Step Tutorial
Tracking Your Request
This guide provides step-by-step instructions on how to navigate the TeamDynamix client portal to track your request. It explains how to acquire your Services Request ID, access the client portal homepage, view and update your documentation, and interact with the ticketing system. It also provides tips on searching for specific tickets/tickets on which you are a contact and adding attachments or comments. Viewing this guide will help you manage your submission request and stay informed about its progress.
CLICK HERE For Step-By-Step Tutorial
Approving Your Completed Expense Report
CLICK HERE For Step-By-Step Tutorial
Additional Resources
A new template is also available to attach to the eForm for those who prefer to provide more detailed information. The main benefit of using the spreadsheet template is that you can easily enter large amounts of information, such as multiple expenses with various shortcodes. Please note that the same information is required whether using the template or eForm.
You can download a copy of the SSC Expense Report Template here or from the SSC website at: https://ssc.umich.edu/travel-expense/
CLICK HERE For a Step-By-Step Tutorial
Drag-and-Drop to Attach Documentation
CLICK HERE For a Step-By-Step Tutorial