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  • Access Your Delegated Oracle Transaction Approvals

    Approvers can access delegated Oracle transaction approvals from Oracle Financials in case they return from being out of the office sooner than expected, or they return and the delegate has not acted on certain transactions.

    Approvers can access delegated Oracle transaction approvals from Oracle Financials in case they return from being out of the office sooner than expected, or they return and the delegate has not acted on certain transactions. … Financial Activities … …
    linear_scale    How To

  • Access a Shared Approval Worklist Using Oracle Financials

    Delegatees follow these instructions to access an Approval Worklist that has been shared with them using Oracle Financials.

    Delegatees follow these instructions to access an Approval Worklist that has been shared with them using Oracle Financials. Worklist Sharing Delegatees do not receive email workflow notifications, so it is important to discuss expectations with the …
    linear_scale    How To

  • Act on Delegated Oracle Transaction Approvals

    Delegatees follow these instructions after receiving an Oracle workflow notification email alerting them of a delegated transaction that requires review and approval. 

    Delegatees follow these instructions after receiving an Oracle workflow notification email alerting them of a delegated transaction that requires review and approval.  Delegatees with access to the Stanford Mobile Approvals app can act on delegated …
    linear_scale    How To

  • Add a Form of Payment in Egencia

    A traveler or an arranger can log into Egencia and add a form of payment to a traveler's profile via the "Payment Type

    A traveler or an arranger can log into Egencia and add a form of payment to a traveler's profile via the " Payment Type " section under profile settings. Under profile settings there will be an " Add Credit Card " feature the traveler or arranger can …
    linear_scale    How To

  • Add, Reassign or Remove an Approver in Gift Transmittals

    Gifts of more than $1,000 must be assigned to an approver in the Gift Transmittals system. Once an approver has been added to the workflow, their task can be removed or reassigned to a different approver at the same level.

    485 Broadway, University Hall … … Gifts of more than $1,000 must be assigned to an approver in the Gift Transmittals system. Once an approver has been added to the workflow, their task can be removed or reassigned to a different approver at the same …
    linear_scale    How To

  • Add Project(s) and Task(s) to Existing PTA

    Step-by-step instructions for adding new projects and tasks to an existing non-sponsored account (PTA).

    Step-by-step instructions for adding new projects and tasks to an existing non-sponsored account (PTA). … Non-Sponsored PTA Setup … Add Project(s) and Task(s) to Existing PTA … Add Project(s) and Task(s) to Existing PTA … Log in to PTA Manager … Select …
    linear_scale    How To

  • Add New Task(s) to Existing PTA

    Step-by-step instructions for adding a new task or tasks to an existing non-sponsored or miscellaneous accounts receivable (AR) account (PTA).

    Step-by-step instructions for adding a new task or tasks to an existing non-sponsored or miscellaneous accounts receivable (AR) account (PTA). … Non-Sponsored PTA Setup … Add New Task to Non-Sponsored PTA … Add New Task to Misc. Accounts Receivable PTA … …
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  • Add a Traveler in Egencia

    A Stanford travel arranger can log into Egencia and add the traveler via the "Arrange and Approve" section under profile settings.

    A Stanford travel arranger can log into Egencia and add the traveler via the " Arrange and Approve " section under profile settings. Under profile settings there will be a " Manage " feature the arranger can click on to add the traveler's name. The …
    linear_scale    How To

  • Add Loyalty Membership Numbers in Egencia

    A traveler or an arranger can log into Egencia and add loyalty program membership numbers to a traveler's profile via the Loyalty program

    A traveler or an arranger can log into Egencia and add loyalty program membership numbers to a traveler's profile via the Loyalty programs section under profile settings. Under profile settings there will be an Add new feature the traveler or arranger can …
    linear_scale    How To

  • Add a Travel Arranger in Egencia

    A Stanford University traveler can log into Egencia and add the arranger via the "Arrange and Approve" section under profile settings.

    A Stanford University traveler can log into Egencia and add the arranger via the "Arrange and Approve" section under profile settings. Under profile settings there will be a "Manage" feature where the traveler can add the Arranger's name.  … Contact the …
    linear_scale    How To