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 15th.


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.