Chrome River Overview and Policy Updates
Dive into the details of Chrome River, including generated reports, total payments, policy changes, ProCard transactions, receipt management, and more. Stay updated on effective policy changes, proper backup procedures, and common challenges faced in managing transactions. Discover tips and tricks for handling duplication, memorization, and itemization in Chrome River. Explore inquiries, expense approvals, and analytics within the platform. Connect with offline support for creating departmental reports as needed.
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Presentation Transcript
CHROME RIVER OVERVIEW Steven G. Hopper Director, Disbursements CDFM, COL (RET), USA
Overview $10.5M in Chrome River Generated 5,134 Total Reports (817 Monthly AVG) 1,074 Total Payments to ECU Employees (Travel & NTE) $212K Total Mileage 138,032 199 Employees 1,637 Trips Turn Around time from Update Date to Paid Date is 5.2 Days CHROME RIVER STATS ProCard 30,786 ProCard Transactions 3,884 Total Reports 776 Active ProCard Holders (those with at least one transaction)
Policy Changes Effective Immediately (Optional) Hotel Taxes, Resort Fees, can be added to HOTEL-LODGING Effective April 1st, 2021 All Trips will pay the IRS Rate (currently .56/mile) regardless of distance Exception to Policy will no longer be needed CHROME RIVER UPDATE ProCard 25 Rule (25 Days from oldest transaction or 25 items) Transactions are considered LATE (30 days after the Statement End Date) and subject to Card Suspension
Proper Backup, i.e. Receipts for transactions Jennifer Jones Naming Conventions Why do we use Standard Naming Conventions How do I know what to use? What Constitutes Proper Receipt How do I get proper Documentation from orders within PORT COMMON CHALLENGES Moving documents from Returned to Submitted when other changes are needed that cannot be done in Returned ProCard Transaction What Report do I use or do I move it to someone? Personal Charges on ProCard Non-Travel Employee payments, event must have occurred prior to reimbursing, Highly encourage use of ProCard for all transactions > $100. Reduces the out of pocket expenses for ECU employees. Use 140299: ProCard Personal Exp Clearing Fund 230606: AFH ProCard Program 0000:
Duplication and Memorization Itemization Tile (multiple accounts) Moving Reports from Returned to Submitted TIPS AND TRICKS receipt@ca1.chromeriver.com Email receipts to receipt@ca1.chromeriver.com Approving Reports via email (Forward the address) Direct Link to Chrome River
Inquiry What have I touched? In Chrome River Hamburger Inquiry My Expense Approval Items (Top defaults to Current Month) Click on Report Download PDF (Report and Receipts) Analytics REPORTS IN CHROME RIVER Departmental Reports can be created, please contact me offline and we will discuss.
REPORT HOW TO QUICK GUIDES Quick guides for all Expense Reports PROCARD RECEIPT PRINTING Used to download proper receipts when using PORT STANDARD NAMING CONVENTION CHROME RIVER FLOWCHARTS Visual flowchart on how reports route in Chrome River CHROME RIVER TEAM DYNAMIX TICKET Used to request service in Chrome River, adding students, moving travel ProCard Transactions, etc CHROME RIVER TRAINING VIDEOS 39 Different videos demonstrating various reports, tips and tricks for refresher training DIRECT LINK TO CHROME Direct link to Chrome and not have to go thru Pirateport, great with use of Ipad or mobile device HELPFUL LINKS FOR CHROME RIVER USERS REPORT HOW TO QUICK GUIDES Quick guides for all Expense Reports PROCARD RECEIPT PRINTING Used to download proper receipts when using PORT STANDARD NAMING CONVENTION CHROME RIVER FLOWCHARTS Visual flowchart on how reports route in Chrome River CHROME RIVER TEAM DYNAMIX TICKET Used to request service in Chrome River, adding students, moving travel ProCard Transactions, etc CHROME RIVER TRAINING VIDEOS 39 Different videos demonstrating various reports, tips and tricks for refresher training DIRECT LINK TO CHROME Direct link to Chrome and not have to go thru Pirateport, great with use of Ipad or mobile device REPORT HOW TO QUICK GUIDES PROCARD RECEIPT PRINTING STANDARD NAMING CONVENTION CHROME RIVER FLOWCHARTS CHROME RIVER TEAM DYNAMIX TICKET CHROME RIVER TRAINING VIDEOS DIRECT LINK TO CHROME HELPFUL LINKS FOR CHROME RIVER
Here to Assist you: ECU_Chrome_River@ecu.edu ProCard@ecu.edu hoppers19@ecu.edu burgesse@ecu.edu ECU_Chrome_River@ecu.edu boydcribarid20@ecu.edu Steve Hopper, 252-737-1096, hoppers19@ecu.edu Elisa Heller, 252-737-1034, burgesse@ecu.edu Dawn Boyd-Cribari, 252-737-1690 boydcribarid20@ecu.edu Kimberly Farrow (Jones), ECU_Chrome_River@ecu.edu. 252-737-5700 Tiffany Moore, ECU_Chrome_River@ecu.edu 252-737-5700 Jennifer Jones, ProCard@ecu.edu, 252-737-5545 boydcribarid20@ecu.edu ECU_Chrome_River@ecu.edu CHROME RIVER TEAM
