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    • RESOURCES BY USER TYPE

    The resources below are a combination of video and instruction guides divided by user type. Additional resources can be found on the UF GO Toolkit page.

    Users (Faculty and Staff)
    These resources are for faculty and staff that travel, use their PCard, and/or are seeking a general reimbursement for UF business purposes.

    • UF GO Look and Feel  –  Video | PDF
    • Setting up Your UF GO Profile (First-Time Login/Verify Email)  –  Video | PDF
    • Activate E-Receipts  –  Video | PDF
    • Download the Concur Mobile App  –  PDF
    • Learning to Use Expense It (Upload Receipts)  –  Tutorial | iOS | Android
    • Booking a Trip in UF GO  –  Video 
    • Manage Delegates  –  PDF

    Please visit the UF GO Toolkit for additional resources. Click on UF GO Roles for more information.

    Approvers (Supervisors, Financial Approvers and Delegate Approvers)
    These resources are for faculty and staff who are direct supervisors of a traveler and/or who hold the responsibility of a Financial Approver or has been delegated the responsibility to approve travel, PCard and/or general reimbursements transactions in UF GO.

    • Approvals in UF GO  –  Video
    • Supervisor Approver for Travel Requests  –  PDF
    • Financial Approver for a Travel Report  –  PDF
    • Act as a Delegate Approver  –  Video | PDF      
    • Add Ad-Hoc Approver  –  PDF

    Please visit the UF GO Toolkit for additional resources. Click on UF GO Roles for more information.

    Delegates (Support Staff, Shared Services Center, Fiscal Assistants, etc.)
    These resources are for administrative support staff, shared services center, fiscal assistants, etc. who assist standard users in the preparation of travel requests, expense reports (travel, PCard, and general reimbursements), and with travel arrangements.

    • Profile Setup – Video |PDF
    • Acting as a Delegate – PDF
    • Booking Travel – PDF
    • Submitting a Travel Expense Report –PDF
    • Creating a PCard Expense Report – PDF
    • Creating a General Reimbursement Expense Report – PDF

    How-To Videos

    UF GO Look & Feel              PCard Expense Report                                    Dom. Travel Expense Report

    UF GO Profile                        Intl. Travel Request                                          Guest Travel Request

    Acting as a Delegate           Intl. Travel Expense Report                            Guest Travel Expense Report

    Booking a Trip                      Dom. Travel Request with Cash Adv.            UF GO Approvals

     

    Please visit the UF GO Toolkit for additional resources. Click on UF GO Roles for more information.

    UF GO INFO SESSION RECORDINGS

    Looking for more UF GO news? Monthly updates are communicated through The Spreadsheet, the CFO Division newsletter.

    UF GO NEWSLETTERS

    UF GO REPORTING

    In support of UF GO, there are four reports available in Enterprise Analytics available to the UF community to assist with day-to-day processes. Click on the link below to learn more.

    UF GO Reports

    FORMS

    UF GO Forms

    Below, are the forms required to complete to set up or update delegates, delegate approvers, and financial approvers for the UF GO system.

    UF GO Delegate Form
    UF GO Delegate Request Form – This form is provided to establish Delegates for Users in UF GO. To establish Delegate Approvers, review the UF GO Delegate Approvers form.

    Instructions:

      1. Enter the information in the template form
      2. Send the completed form to the UF GO team via the Contact Form
      3. A Travel Office member will reach out to confirm the changes
    UF GO Delegate Approver Form
    UF GO Delegate Approver Request Form – This form is provided to establish Delegates for Approvers in UF GO.

    Instructions:

      1. Advice the Delegate Approver to complete UGO200
      2. After training is completed, have your unit’s DSA request the UF_N_TPS_APPROVER – no need for additional comments
      3. Enter the new Delegate Approver information in the template form
      4. Send the completed form to the UF GO team via the Contact Form
      5. A Travel Office member will reach out to confirm the changes
    UF GO Financial Approver Form
    UF GO Financial Approver Form – This form is provided to establish Financial Approvers in UF GO. When completing the form, ensure for each department ID a primary and secondary Financial Approver is listed.

    Process:

      1. New Financial Approver takes UGO200 Training
      2. Department DSA requests the UF_N_TPS_APPROVER security role – no need for additional comments in this process
      3. Enter the Financial Approver information in the template form
      4. Send the completed form to the UF GO team via the Contact Form
      5. A Travel Office member will reach out to confirm the changes

    Additional Forms

    Travel-Related Forms

    For a complete list, visit the Travel’s website FAQs & Resources page.

    PCard-Related Forms

    See the PCard Forms page.

    University of Florida
    Gainesville, FL 32611
    (352) 392-3261
    Text-Only Version

    Resources

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