The Finance team hosted the Policies, Procedures and Systems sessions on Tuesday, September 16th  from 12:00pm-1:00 pm EST AND Tuesday, September 30th from 12:00pm - 1:00pm EST. To access the PowerPoint videos, please follow the link at the bottom of the page.

 

AGENDA

Objective:

To receive a general overview of financial procedures and systems

Good stewardship of your fellowship funds

 

Hosts:

    Immersive Fellowships Finance Team

 

AFPI Topics:

  1. Introductions of finance team
  2. AFPI email
  3. Navigating FellowsCentral
    1. AFPI Employee
    2. Travel/Training Requests
    3. PTO Requests
    4. Tools & Resources
  4. FreshDesk – Contact Us, search a topic
    1. Navigating and general information
    2. Travel Training Policy and Reimbursement Guidance
  5. Concur – Usage and billing codes (will be available after September 15th)
  6. Travel/Training Policy – You will receive an email with a link to the policy and will need to acknowledge reading the policy before you may receive travel approval.
  7. Fyle– Travel/Training reimbursement/advance request(s) Be sure you have accepted the invitation sent to you on September 17th.


ZOOM link for live presentation: Will be sent to you 48 hours before meeting.

 

Questions? To reach us please use the ticketing system. A how to guide for submitting a fresh desk ticket is accessible here (please create an account).

 

To access the PowerPoint Presentation Slides from these sessions, please click the attachment below. 

Here are the links from the Sept 30th and Sept 16th meetings:


https://aaas.zoom.us/rec/share/MGCCbNc7szXRalJQtf2SyGMm5pOYnFCGLCQ0Jckx9Aq9jixk0qG79oJPKEF-qnrN.aHTmgrfOfaqkqxKD

Passcode: I&yBj#*0


https://aaas.zoom.us/rec/share/t99quzCaSu0uy-IvkDidtptkaljyfiJiZMnqJAfyA1lUxKINc9sPgLao3IAtxdNc.zWr5ZHwM0dnWwpyb?startTime=1758038002000

Passcode: N?G8*7rP