To Complete the Travel Expense Report

General Navigational Instructions:

   Move from one area (cell) to another by using the arrow keys or the Tab button. 

    To clear the contents of a cell, arrow over to it and:
            a. click on "edit," click on "clear" and click on "contents" (best method)
            b. or retype information and press "enter"
            c. hit space bar, and re-enter data (do not just hit space bar and leave blank)

    To edit within a cell: go to the beginning of the cell and press F2. Then you can arrow over to change data, (or use the backspace key to erase), enter when finished.

    Backspace to erase while typing, or press the "delete" key.

    To get to the top of the worksheet, from any cell, hold down the "control" key, and press the "home" key. (Ctrl + end will get you to the bottom of the worksheet.)

    At the end of a line, or from any cell within the line, press the "home" key to get to the beginning of that line. Arrow down to the next line.


Pop-up Information Function

Placing the cursor over a cell marked with a red triangle will activate a pop-up message which will provide information to the traveler or preparer.


Policy Function

Access to UW System Travel Policy, which includes audit steps, can be obtained by clicking on the policy button. In that document, the traveler and TER preparer can also access Section XXIV for more instructions on preparation and approval of the TER.