Travel Expense Reports Web Training Guide

Module 2 - Logging into Express

Module Objectives

At the completion of this module, you should:

• Know how to Login to Extensity Expense Reports.
• Know what to do if you forget your login ID or password.
• Know how to exit.

Logging into Express

1. Connect to the Express website http://www.express.ucla.edu.

2. The Express home page will display.  Enter your Log In ID and Password.  Note:  User names and passwords are case sensitive.  Click on LOGIN.  

   Note:  To access and use Express, you will first need to register as a user (refer to Module 1 for more information).

   

3. Select "Expense Reports" from the menu.

   Note:  The main menu that you see will vary depending upon your access level.  For example, a department administrator will have access to additional functions and these function will display on the department administrator's main menu.  The main menu shown below is for a regular user of Express.

   

4. The first time you use Express expense reports in Internet Explorer (the recommended browser for this system), a dialog box may appear asking if you wish to install and run  the Extensity web client.  Click on "Yes" to download the .cab files into your browser cache. 

    

   If you are using Netscape as your web browser, you may be asked if you want to install a .jar file.  Click yes and then a "Smart Update" box (shown below) will appear to indicate that you are downloading a file.

    

   Each time you access the Express Expense reports, you may see the following box indicating that you are also accessing the Extensity Suite.  

   

5. The Extensity Universal In-Box/Application Main screen will appear.  From this screen you can check the status of the Expense reports you have already submitted for review and approval.  You can also access other screens used to create and edit new expense reports.

   

Universal In-Box Legend:

	Create a new document.		Filter Universal In-Box documents.
	Edit a document.		Refresh the Universal In-Box.
	Obtain document information, status, and history.  You can use this to see where your expense report is in the process.		Basic user and proxy information
	Delete a document.		Extensity software version numbers.
	Submit a document.		Opens Extensity Online Help.

	The document is available for editing.
	The document is no longer available for editing.
	The Express reviewer has requested information from the creator.
	This document has manual overrides from the Express reviewer.

Exiting from Express

When you have finished working in Express, you should exit from the system and close your browser.  To exit from Express:

1. Click on the Exit button in the lower right hand corner of  Extensity Universal In-Box/Application Main screen.

   

    

2. Close your web browser.

Forgotten Login ID or Password

If you forget your login ID or password, you can retrieve the information from the system.  

1. On the Express home page, under login, click on the link that says, "forgotten login ID or password".

   

    

2. Enter your 9-digit University ID and the last 4 digits of your Social Security number.  Click on Submit.

   

    

3. The following security message will display with your login ID and the address of the email address where your password will be sent.

   

You have reached the end of Module 2. Click the left arrow to return to the previous module. Click on the right arrow to continue on with the next module. Make a selection from the Table of Contents on the left. Go to the Express website http://www.express.ucla.edu. If you wish to exit, close your browser.