Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation of how to Self-Assign Expense Reports in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers the steps to self-assign expense reports for audit. You can search and assign available reports to yourself after searching for reports under Pending expense auditor approval.
Self-Assign Expense Reports
To Self-Assign Expense Reports in NCFS, please follow the steps below. There are 10 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Expenses tab.
Step 3. Click the Auditing app.
Step 4. On the Auditing Work Area page, click the Tasks icon.
Step 5. On the Tasks pane, click Manage Expense Reports.
Step 6. On the Manage Expense Reports page, verify the *Report Status field.
In this example, we choose Equals and Pending Expense Auditor Approval from the drop-down choice lists. Then, click the Search button.
Step 7. The search results appear under the Search Results section. Click the Report row to be assigned, then click the Assign button.
Step 8. Select your name and click the OK button.
Step 9. Click the Done button to navigate back to the Expense Auditor page.
Step 10. The self-assigned expense report now shows in the Expense Reports Pending Review section.
Wrap-Up
Use your ability to self-assign expense reports to audit expense reports for user(s) who are out of office or need help completing their audits in time.
Additional Resources
- Virtual Instructor-Led Training (vILT)