1. Log into your UCSF MyAccess account.
2. Select the MyExpense link to open the application.
3. Note: You may need to click the Manage Favorites button in UCSF MyAccess to view the complete list of applications.
   

1. Go to Profile > Profile Settings.
   
2. Make a selection from the menu on the left to view your profile settings, such as your Email Addresses or Expense Approvers.
   

1. Go to Profile > Profile Settings > Expense Information.
2. Select your Business Unit from the dropdown, and click Save.
   
3. Note: The default value is SFCMP (UCSF Campus) unless you select otherwise.

1. Go to Profile > Profile Settings > Expense Information.
2. Enter your Dept ID (Cost Center), and click Save.
   

1. Go to Profile > Profile Settings > Expense Information.
2. Enter your SpeedType, and click Save.
   

You may grant permission to a delegate(s) to enter expense reports on your behalf.

1. Go to Profile > Profile Settings > Expense Delegates.
2. Click the Add button.
3. Start typing your desired delegate's name in the search box, and select their name.
   
4. Use the checkboxes to select the work you want the delegate to perform, and click the Save button. At a minimum, select Can Prepare, Can Submit Reports, and Can View Receipts. Note: If you don't make any selections, the delegate won't be able to do anything.
   

Description of Delegate Permission Settings:

• Can Prepare - The delegate can prepare your expense reports
• Can Submit Reports - The delegate can submit your expense reports
• Can View Reports - The delegate can view your saved receipts
• Receives Emails - The delegate receives a copy of your MyExpense emails
• Receives Approval Emails - The delegate receives a copy of your approval emails

1. Go to Profile > Profile Settings > Expense Delegates.
2. Tick the checkbox located to the left of the delegate's name.
3. Click the Delete button, and select OK in the pop-up message.
   

You may enter any employee's name as your default approver (including any Authorized Approver). When you submit an expense report, you will be prompted to enter a valid Authorized Approver into the workflow, if required. If your default Approver is a designated Authorized Approver, you may leave the "Authorized Approver" field blank when submitting the expense report.

1. Go to Profile > Profile Settings > Expense Approvers.
2. Start typing the approver's name in the search box, and select their name. Then, click Save.
   
    

1. Go to Profile > Profile Settings > Expense Approvers.
2. Start typing the approver's name in the search box, and select their name. Then, click Save.
   

1. Go to Profile > Profile Settings > Expense Preferences.
2. Check (or uncheck) the options for which you want to receive notifications, and click Save.
   

• Warning: Do not uncheck the prompt "For an approver when an expense report is submitted." You want this option checked so that you will receive a prompt to add an Approver to the approvals workflow (if required) when submitting your Expense Reports.

With a verified email address, you can email receipts to [email protected] (receipt image will be uploaded to your MyExpense account in your Available Receipts) or email [email protected] (receipt image will be analyzed and uploaded to your MyExpense account as an expense line in your Available Expenses).

1. Go to Profile > Profile Settings > Personal Information.
2. Scroll down to the Email Addresses section.
3. Select the Verify link next to the email address.*
4. You will be sent a verification email. Locate the code included in the email. 
5. Enter the code in the Enter Code field next to the email address you’re verifying in your MyExpense profile (you may need to refresh your browser and/or log out of MyExpense and log in again to make the Enter Code field appear).
6. Click OK to complete verification.

*If you need to add a new email address, click "Add an email address," enter the email address, and click OK.