Optional: Only if you would like to access Chrome River from your mobile device

• Navigate to the Google Play or Apple App store and search for "Chrome River"
• Install the app to your device and open
• Enter your Mt. SAC email address
• The first time you login, you will need to enter a code that was sent to your email
• Enter your portal username and password to log into your Chrome River account

Optional: Only if you want to easily upload receipts to your Chrome River account using your phones camera

• Navigate to the Google Play or Apple App store and search for "Chrome River SNAP"
• Install the app to your device and open
• Enter your Mt. SAC email address
• The first time you login, you will need to enter a code that was sent to your email
• The first time you open the App, it will ask to use your camera. Choose "While using the app"
• Frame the receipt and hit the shutter button
• Tap upload to sent the receipt to your Chrome River account

• Navigate to www.mtsac.edu and login to your portal
• From the tab links at the top click  the "Employees" tab
• Click the blue Chrome River button from the Chrome River portlet

Optional: Add an alternate email if you would like to send receipts to Chrome River from an email address that is not your Mt. SAC email

• Log into Chrome River
• From the Dashboard click your name from top right corner and select "Settings" from the drop-down menu
• Click the "+ Add Alternative Emails" button
• Enter your alternate email
• Verify this new alternate email by clicking the link sent to your Mt. SAC email address

Optional: Add a delegate if you would like to give someone the ability to create reports on your behalf. Approval delegates require a set time of access to be specified

• Log into Chrome River
• From the Dashboard click your name from top right corner and select "Settings" from the drop-down menu
• Select "Delegate Settings" from the left side-bar
• Click the "+ Add New Delegates" button
• Enter the person's name or select them from the drop-down menu
• For appoval delegates click the "+Add New Approval Delegates" button
• Enter the person's name or select them from the drop-down menu
• Enter a Start and End date and click Save

Optional: Selecting another user allows you to create reports and allocate transactions on their behalf. They must have already set you as a delegate

• Log into Chrome River
• From the Dashboard click your name from top right corner and select "Select Another User" from the drop-down menu
• Type the name of the user in the search field to filter, and click to select them
• The selected user's name will appear in the top right of the toolbar
• To revert back to your username click on the name in the top right corner and select "Revert To" from the drop-down menu

A Pre-Approval report is required before you travel and is not used for direct payments

• Log into Chrome River to access the dashboard
• Select the "+ New" button from the top toolbar and click "New Pre-Approval Report" from the drop-down menu
• Fill out each field in the form
  • For the Report Name enter "Conference and Travel"
  • Start Date and End Date is the period of your trip
  • In Business Purpose enter the name of the conference you are attending
  • In Report Type select either "Employee Travel" or "Student Travel"
  • For Travel Type select either "In State" or "Out of State"
  • Cash Advances should only be used for student travel meals
  • Select the Fiscal Year you will be traveling in
  • In the Allocations section choose the correct one from the drop-down menu or start typing the name or account number to filter the list
• Click "Save" from the top toolbar

• Select the appropiate tile for the type of expense you are adding
• Enter the Estimated Amount
• For Description add some details about the expense
• Click the "Save" button from the top
• Repeat until you have added all your estimated expenses
• To Delete or Edit an added expense, select it from the left menu and click the "Delete" or "Edit" button from the top right toolbar
• Once everything is completed click the green "Submit" button
• Certify all expenses are true and correct by clicking the green "Submit" button again

• On the Chrome River dashboard there is a PRE-APPROVAL ribbon on the left side
• Click the "Submitted" section of the PRE-APPROVAL ribbon
• Select the Pre-Approval Report you would like to track
• Click the "Tracking" button from the top right
• You can click on each step in the "Routing Steps" section to view more information on the approving process for that step
• When all approvals have been recieved you will recieve a confirmation email from Chrome River
• To close a Pre-Approval Report that is partially used, partially applied, or no longer needed, navigate back to the Pre-Approvals and select the report
• Click the "Expire" button from the top right menu
• Confirm by clicking the "Expire" button again

• Log into Chrome River to get to the dashboard
• Select the menu button from the top right corner and select "eWallet"
• Select "Credit Card" from the right menu's side bar to show only P-Card or travel related expenses
• You can click the small arrow on an expense to show more details about the expense

Statement periods run from the 26th of the month to the 25th of the following month

• Select the "+ New" button from the top toolbar and click "New Expense Report" from the drop-down menu
• Ignore "Import from Pre-Appoval"
• Fill out each field in the form
  • For the Report Name the convention is "P-Card, LastName, FirstInitial, StatementDate"
    • For example, "P-Card, Mountie, J, 1/25/21"
  • Start Date and End Date is the statement period
  • In Business Purpose enter the convention is "P-Card transactions for statement period ending StatementPeriod"
    • For example, "P-Card transactions for statement period ending 1/25/21"
  • In Report Type select "P-Card"
  • The Fiscal Year will default to the current fiscal year
• Click "Save" from the top toolbar

Do not select "Create New" when creating P-Card allocations

• Select "Credit Card" from the left side bar
• Select the transactions that need to be expensed for the statement period when your finished click the "Add" button
• The first transaction will appear, some fields will automatically be filled out for you
• In the Description field enter what the charges were for
• If the transaction is categorized as "Miscellaneous/Other" select the appropiate account in the Misc Expense drop down menu
• In the Allocations section choose the correct one from the drop-down menu or start typing the name or account number to filter the list
  • If you need to split Allocations between multiple accounts, click the "+ Add Allocation" button and select another Allocation
  • Split the Allocation by the desired amounts
• Attache a receipt by clicking the "Add Attachments" button and selecting the receipt
  • Receipts may automatically merge with your transaction if they are already uploaded to your receipt gallery
• Click "Save" from the top toolbar
• If there is more than one transaction, your next will appear. Repeat the previous steps until all transactions have been allocated

• Select the transaction you would like to edit and click the "Edit" button from the top toolbar
• Make any changes or fix any errors and click the "Save" button from the top toolbar
• A yellow triangle indicates a warning, you must provide an explanation if required before the report can be submitted
• If you would like to allocate another transaction select the "+" button from the top left menu
• If you would like to delete an allocated transaction, select the transaction from the left menu and click the "Delete" button from the top toolbar
• Once your finished click the green "Submit" button to submit the report
• Certify all expenses are true and correct by clicking the green "Submit" button again

• On the Chrome River dashboard there is an EXPENSES ribbon on the left side
• Click the "Submitted" section of the EXPENSES ribbon
• Select the P-Card Expense Report you would like to track
• Click the "Tracking" button from the top right
• You will see a list of P-Card expense types, select the line item you would like to track
• You can click on each step in the "Routing Steps" section to view more information on the approving process for that step
• When all approvals have been recieved you will recieve a confirmation email from Chrome River

• On the Chrome River dashboard there is an EXPENSES ribbon on the left side
• Click the "Submitted" section of the EXPENSES ribbon
• Select the P-Card Expense Report you would like to recall and click the "Recall" button from the top right of tool bar
• Click "Yes" when prompted to recall the report to your drafts section

You will need to create a new expense report for each transaction that requires itemization

• Follow Step 2 to create and save a new expense report
• Select the transaction that will need to be itemized and click the "Add" button
• Click on the category tile from the top of the transaction and select the "Itemization" tile
• Enter the Allocation fund, organization, or program
• Attache a receipt by clicking the "Add Attachments" button and selecting the receipt
• Click the "Itemize" button from the top toolbar
• Choose the tile category that corresponds to the expense
• Enter the amount in the Spent field and add what the expense was in the Description field
• Click the "Save" button from the top tool bar
• Click the "Itemization" button again from the top toolbar to start the next allocation
• Select another category tile and follow the previous steps to allocate any remaining amounts
  
  • If the transaction is categorized as "Miscellaneous/Other" select the appropiate account in the Misc Expense drop down menu
• Click the "Save" button from the top tool bar when your finished
• Address any warnings and Submit the report

Step 1 Contents

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Step 2 Contents

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Step 3 Contents

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