A&A Intranet

Nicole Hane
Financial Officer
814-865-1435
nll130@psu.edu

Jen Colwell
Assistant Financial Officer
814-865-4897
jlc6113@psu.edu

FINANCE LINKS

• Academic Field Trip Links
• Agreements and Contracts
• Employee Travel Reimbursement
• Group Meal Links
• Current Rate Sheet for Fringe and Overhead
• GURU (psu.edu)
• Penn State Policies | Penn State Policies (psu.edu)
• Unallowable on F&A (Formerly Known as X-Coding)
• Frequently Used Policies:
  • FN10 Other Business Expenses and Activities | Penn State Policies (psu.edu)
  • PS Travel Policy Penn State Travel Policy | Penn State Policies (psu.edu)

• Federal ID Number (PDF)
• Information and Policies
• Purchasing Card Policy and Procedure Trainings—Upcoming Sessions TBA

• Goods & Services New User Interface Training
  The instructor will demo a step-by-step creation of the first report: Creating a Goods & Services expense report, adding PCARD transactions and out-of-pocket expenses, and completing allocation. There will be pauses during the demo for questions or explanations. After the demo, attendees will use the hand-out of self-guided exercises to complete additional reports at their own pace. The instructor will be available throughout sessions to provide assistance as needed or to respond to questions.Any attendees who complete the exercises before the end of the session, or do not feel they need to complete the exercises, may leave the training at any time.
  • Session 27817—Thursday February 15, 2024, 1 p.m.
  • Session 27818—Thursday March 14, 2024, 1 p.m.

• Travel Expense New User Interface Training
  The instructor will demo a step-by-step creation of the first report: Creating a Travel Expense report, adding PCARD transactions and out-of-pocket expenses, and completing allocation. There will be pauses during the demo for questions or explanations as needed. After the demo, attendees will use the hand-out of self-guided exercises to complete additional reports at their own pace. The instructor will be available throughout the session to provide assistance as needed or to respond to questions.Any attendees who complete the exercises before the end of the session, or do not feel they need to complete the exercises, may leave the training at any time.
  • Session 27812—Wednesday, February 7, 2024, 10 a.m.
  • Session 27813—Wednesday, March 6, 2024 10 a.m.

• Concur Approver Sessions
  The SAP Concur Approver Sessions are for new approvers and is a good refresher for seasoned approvers. The functions and parts of expense reports that are used in the approval process will be explored for both Expense reports and Requests.
  • Session 28225—Thursday, February 8, 2024, 10 a.m.–12 p.m.

PCard can be used for membership purchases. There are a couple of conditions that need to be followed for this to be successful:

• • Pre-approval email from Kate Domico who serves as Budget Executive proxy must be uploaded to the PCard report along with the invoice.
  • One of the following GL Accounts must be used depending on whether the membership is Institutional or Individual.
  • If the correct GL account is not used, it will require you to process a JE to correct. These Pcard reports will be audited for the correct GL accounts and proper uploaded documentation.