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Steps | What you need to do | How to do it |
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1 | Access the Account Lookup page | In the KFS Lookups & Requests portlet, select Chart of Accounts and then select Account. |
2 | Open the eDoc | Under the Document/Notification ID column, select the Document ID number to open the eDoc submitted for your approval. |
3 | Lookup by Account Name | - In the Account Name field, enter what you know and surround the query with *. For example, if I were looking up the help desk, I would enter the following in that field: *help desk*
- Press Search and the results will appear down below.
- Under the Account Number column, you will find the account number you were looking for.
- Once you've obtained the Account Number, you can easily add it to your TEM Profile. Consult the Edit your TEM Profile topic elsewhere in this Guide for instructions on how to do this.
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Edit Your TEM Profile (to Add a Profile Arranger, Add an Account Number etc)...
Steps | What you need to do | How to do it |
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1 | Access the TEM Profile Lookup feature
| In the KFS Travel & Entertainment portlet, select the TEM Profile and then select TEM Profile Lookup. |
2 | Search for the UCInetID | - In the Principal Name field, enter the UCInetID and then press Search down below.
- When you find the UCInetID you're looking for in the search results down below, select Edit.
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3 | Add a Profile Arranger | - If it isn't already open, press Show next to the Arrangers tab.
- Lookup the user's UCInetID by pressing the spyglass icon.
- In the Principal Name field, enter the UCInetID and then press Search down below.
- When you find the UCInetID you're looking for in the search results down below, select return_value.
- Once you are back in the Profile, press Add to add the user as a Profile Arranger.
- The person 's name will now appear in the Arranger Information sub-tab with an orange asterisk on either side of their UCInetIDs.
- Repeat the steps above to add another Profile Arranger.
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4 | Edit your Profile Arranger(s) | - Check or clear the boxes next to the document types you would like them to be able to initiate (TAs, TRs, etc).
- If you have multiple Profile Arrangers, you can make one of them Primary by checking the Primary box.
- If you'd like to deactivate an arranger, deselect the Active box.
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Here's how to add/change your Default Accounting information (the Account Number you use most often)
Steps | What you need to do | How to do it |
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1 | Enable/disable email notifications | - If it isn't already open, press Show next to the Email Notification Preferences tab.
- Select or deselect the boxes to receive notifications (e.g. TAs reach FINAL status, TR status changes, etc)
| 6 | Provide a Description of the changes you made | If it isn'
And here's how to enable and disable email notifications for Travel Authorizations, Travel Reimbursements, etc
Steps | What you need to do | How to do it |
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1 | Enable/disable email notifications | - If it isn't already open, press Show next to the Email Notification Preferences tab.
- Select or deselect the boxes to receive notifications (e.g. TAs reach FINAL status, TR status changes, etc)
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When you are done editing your TEM Profile, here's how to save your changes.
Steps | What you need to do | How to do it |
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1 | Provide a Description of the changes you made | - If it isn't already open, press Show next to the Document Overview tab.
- In the Description field, provide a brief description of the changes you initiated.
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72 | Submit your changes | Once you are done making changes to the Profile, press Submit down below. Changes take effect immediately. |
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Apply for the Corporate Credit Card
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