Chrome River tips & tricks

Please refer to the ASR-Administrative Support Resources guide when completing a Chrome River expense report to ensure all required information is being provided. Common problems that delay approval can be avoided in the following ways:

• Business Purpose/Justification Standards - Explains why an expense was necessary and how the University benefits from making the purchase. This explanation should make sense to someone unfamiliar with your role.
• Transaction Expense Types - This is the classification of what an expense is, and therefore which account code(s) will be available for use. These are most easily edited for TCard purchases in the eWallet, so verifying before adding an expense to a report is highly recommended. 
• Correct Allocation/Chartstring - Chrome River will remember your most frequently used chartstrings, which is helpful as long as you have trained it correctly. To ensure you are using the correct chartstring, please refer to the Reimbursement EFS/Account Code Information.
• Meal Purchases - When allowed by policy, meal purchases must identify all participants by name and affiliation to the University. Several of the meal expense types will ask for names in Chrome River, otherwise they can be listed in additional information or by attaching a PDF of a calendar invite.
• Lodging-Room Charge - Always complete the Allowable Total field so Chrome River can calculate the amount policy allows for your travel destination. Leaving this blank will result in a compliance warning (i.e. more work for you).

Bonus Tip: Do not withdraw and resubmit an expense report in an attempt to “move it to the top of the pile.” Chrome River expense reports route based on the most recent submission date, so re-submitting without a specific reason (i.e. modification request, adding additional expenses) effectively moves the report to the bottom of the pile and can trigger new compliance warnings.