Travel and Expense Tools for travelers on state business.
T&E Online Courses
The Travel and Expense (UPK) Online Courses will give you in-depth knowledge about the Travel and Expense process. Three courses are available:
- Travel and Expenses for Travelers
- Travel and Expenses
- Travel and Expenses for Approvers
T&E Job Aids
Job Aids covering the following topics are available for download from SFS.ny.gov. Just visit the Job Aids library, sort on Module, and scroll down to TE.
- Approving Travel Documents Using Travel and Expense Center
- Approving Travel Documents Using Worklist
- Business Purpose Descriptions
- Creating Expense Reports
- Creating Expense Reports by copying a Travel Authorization
- Creating Expense Reports by copying an existing Expense Report
- Creating Expense Reports for emergency travel
- Creating Expense Reports for non-travel expenses
- Creating Expense Reports Using My Wallet
- Creating Travel Authorizations
- Creating Travel Authorizations by Copying an Existing Travel Authorization
- Deposit of Check from Employee
- Expense Reports When Money is Owed to the State
- Expense Type Definitions
- Future Phase: Creating Expense Reports in the TE Module
- Future Phase: Creating Travel Authorizations in the TE Module
- Itemizing Hotel Bills
- Printing Travel Documents
- Reviewing Expense and Payment History
- Searching For and Modifying Saved Expense Reports
- Searching For and Modifying Saved Travel Authorizations
- Using an Alternate Address for Expenses
- Using Travel Cards for Per Diem Meals
- Viewing Expense Reports
- Viewing Travel Authorizations