F:\Electronic Forms\Forms for 2008\Word Instr\MED-TRAV-INSTR.doc
TRAVEL and BUSINESS EXPENSE REPORT
Double click on the form that you saved on your computer. This form already contains a unique six
digit control number in the upper right corner of the spreadsheet which will allow the Travel
Section and your departmental financial administrator to track travel advances through the
University’s financial system. Also, notice that the spreadsheet has been assigned a document name
such as "Travel Expense XXXXXX.xls" where XXXXXX is the document number in the upper
right corner of the spreadsheet. When you have completed filling out the voucher you may either
click "save" to update the saved copy under the name "Travel Expense XXXXXX.xls" or you may
give the document a new name and location that is meaningful to you by choosing "save as". Tip:
you may want to keep the document control number as part of the name for your own tracking
purposes, i.e., November Miami trip XXXXXX.XLS.
If your monitor does not display all the columns, select (in any row) all of the cells from column A
through the "Total" column. Go to View/Zoom on the menu bar and select "fit selection", click
"OK". This will resize your screen appropriately.
Use the TAB key rather than the ENTER key to go from field to field (This will go only to the
fields that allow data entry) If you pass a field, use SHIFT-TAB to go backwards. If you want to
skip a number of cells, you may just click in any editable field.
After entering your data, save the file, print a copy, SIGN and DATE IT, attach appropriate receipts
and send the report through your normal departmental channels for processing.
If you have questions or comments regarding the download process, please contact Mike King at
email@example.com or at 617/353-7684.
If you have questions or comments regarding completion of the Travel Expense Report, please
contact the Travel Office at the Charles River Campus (617/353-4062), or at the Medical C