TE Revision History

The table below provides an overview of the recent changes that have been made to the Travel Expense section of OAKS FIN Online Process Manual. The revision history is a useful measure of the maintenance cycle.

Caption
Revised Date	Section/Page Changed	Description of Change
10/07/2024	N/A	PUM 2024 updates.
12/19/2022	(TE) Traveler Overview	Changed $250 to $100.
11/22/2021	(TE) Travel and Expense Overview	Remove MyTravel Procedures Pamphlet
09/14/2021	(TE) Creating Journal Expense Reports	Added revised steps through Adjust Paid Expenses.
03/08/2021	Traveler Overview	Added new section: Traveler's Expense History Preferences.
02/16/2021	Various	Various updates (images, navigation paths, etc.) as a result of the OAKS FIN Technical Upgrade to Image 35.
02/16/2021	Frequetly Visited TE Pages TE Quick Videos	Deleted
08/12/2020	Selecting Location	Updated video
10/01/2019	(TE) Travel and Expense Overview	Updated step 3(a) under "References": New link to revised "MyTravel Procedures" pamphlet.
09/03/2019	Adding Airfare Adding Conference Meals Adding International Travel Adding Lodging Adding Meal per Diem Adding Miscellaneous Adding Personal Auto Mileage Adding Personal Mileage - Round Trip Travel and Expense Overview Travel Approver Overview Expense Reports Overview Traveler Overview Creating and Submitting Travel Authorizations Fiscal Staff Overview Correcting Budget Exceptions	Updated hyperlinks to new OBM website. Updates throughout to align with the 09/03/2019 amendments to OAC-126-1-02. Updates throughout to align with the 09/03/2019 amendments to the Travel and Expenses SAFE Policy. Replaced references of "pre-auditor" with "reviewer."
09/03/2019	Approver Travel Reports	Removed the "Expense Reports by Agency by Expense Type Report (OH_TE_ER_BY_AGENCY_BY_EXP).
09/03/2019	Verifying User Information	Deleted topic.
03/07/2019	Throughout	Changed: Ohio Shared Services to OBM Shared Services.
02/05/2018	Travel and Expense Overview	Link to new My Travel Procedures Guide
11/30/2018	(TE) Adding Meal per Diem	Added section: Reducing Meal Per Diems For Free Meals Added section: When to add Conference Meals instead of Meal Per Diem
11/30/2018	Adding Conference Meals	Added to introduction: A "conference meal" is when the conference provides a meal requiring payment and travel does not involve an overnight stay. Added Note: Use "Conference Meals" as the Expense Type (and not Meal Per Diem) when a conference provided a meal that required a payment. This allows the traveler to be reimbursed for their actual cost, which may be greater than the per diem.
07/05/2018	TE Quick Videos	Deleted link: Accessing Travel Authorizations Delete or Cancel Functions
07/05/2018	Travel and Expense Overview	Linked the new MyTravel_Procedures_Guide_07022018.pdf
06/11/2018	Accessing the TE Module TE Delegating Entry Authority TE Creating and Submitting Travel Authorizations TE Modifying Travel Authorizations TE Deleting Travel Authorizations TE Canceling Travel Authorizations TE Checking the Status of Travel Authorizations TE Modifying Travel Expense Reports TE Checking Travel Expense Report Status TE Reviewing Travel Expense History TE Creating Non-Travel Expense Reports TE Modifying Non-Travel Expense Reports TE Deleting Non-Travel Expense Reports TE Checking Non-Travel Expense Report Status TE Creating a Travel ER with a TA TE Creating a Travel ER without a TA	Updated the new myOhio page image and access steps.
05/18/2018	Frequently Visited TE Pages	Biannual update
05/14/2018	Correcting Budget Exceptions	Revised title for steps to: Steps for Travel Authorizations and Expense Reports Revised introduction to include Expense Reports Added Note: The example below cover steps for Correcting Budget Exceptions for Travel Authorizations. However, the exact steps can be applied to correcting Budget Exceptions for Expense Reports.
01/30/2018	Attachment Requirements for Non-Travel Reimbursements	Revised section: "Interview / moving / relocation expenses" to include union contract or other binding agreement.
01/23/2018	Adding Personal Mileage - Round Trip	Revised Step 4. Separated steps for Originating Location and Destination Location.
11/28/2017	TE Quick Videos	Added video: TE Accessing Travel and Expense Web-Based Training