FAQs and Tips

Chrome River offers two types of delegation to allow users to create and/or approve reports for each other.

DELEGATE: Create (edit and submit) reports for another expense owner and access his or her Settings menu, Home screen and Inquiry Reports. This type of delegate will receive copies of any email notifications regarding pre-approval report approvals, and returns, or adjustments of reports created for the expense owner. However, this type of delegate will not be able to approve reports that are routed to the expense owner.

APPROVAL DELEGATE: Temporarily approve/return reports on the behalf of another approver. This type of delegation acts as a vacation rule for those approvers who return/approve reports for others (either as an immediate supervisor, budget owner, agency head, etc.).

For instructions and information, please refer to the Chrome River Help page and/or Managing Chrome River Delegate Settings PPT instructional guide located here.

Determining the applicable location for Meals per Diem expenses during consecutive / multi-city travel events:

• Meals per Diem rates are determined based on the physical lodging location
• Meals per Diem location selection is also based on where the night was spent

Per CAPP Topic 20335, page 20, For trips involving multiple travel destinations, base the reduction rates in effect for where the night was spent as follows:

• Departure Day: Where you will spend the night
• Return Day: Where you spent the night before returning to home base

Interpretation:

• It has been interpreted that if departing from base point (or Hotel A), select the physical lodging location for the hotel (Hotel A) you will be spending the night at within the Meals Per Diem line item(s).
• If departing last hotel (Hotel B) and returning to base point, select the physical lodging location for hotel (Hotel B) you spent the night before returning to your base point.

Example:

Jane Doe is traveling from 12/03/2018 – 12/07/2018, and will be staying in Hyatt Place Arboretum Hotel (Chesterfield County, VA) from 12/03 – 12/05. Then Jane Doe will be staying at the Hotel Roanoke (Roanoke City, VA) from 12/05 – 12/07, returning home on 12/07.

• 12/03 Meals Per Diem Location = Chesterfield County, VA (staying at Hyatt Place on 12/03)
• 12/04 Meals Per Diem Location = Chesterfield County, VA (staying at Hyatt Place on 12/04)
• 12/05 Meals Per Diem Location = Roanoke City, VA (staying at Hotel Roanoke on 12/05)
• 12/06 Meals Per Diem Location = Roanoke City, VA (staying at Hotel Roanoke on 12/06)
• 12/07 Meals Per Diem Location = Roanoke City, VA (stayed at Hotel Roanoke on 12/06, returning to home base on 12/07)

Reimbursement Rate Options:

• IRS (Higher) Rate
• Fleet (Lower) Rate

Determining Reimbursement Rate Eligibility:

• IRS (Higher) Rate Eligibility
  • When a personally owned vehicle is cost justified, or
  • State and Car Rental vehicles are not available or accessible
  • Exception* documented and approved by Agency Head (or Designee)
• Fleet Rate Eligibility
  • When a personally owned vehicle is elected for the convenience of the employee,
  • If it is not cost beneficial to use a personal vehicle versus a State/Car Rental vehicle
  • If an agency policy requirement

Exceptions:

If the IRS (higher) rate is used for reimbursement, the Agency Fiscal Officer is responsible for ensuring the appropriate justification has been documented and approved by the Agency Head (or Designee). This documentation and approval must be attached to the Expense Report.

Mileage Expense Rate Entry Guidelines:

• When the “Cost Beneficial to Use Personal Vehicle” box is checked:
  • If a traveler is traveling more than 200 miles in a single trip (day trip or overnight travel), and requesting reimbursement at the current IRS rate, a cost benefit analysis (OFMS Trip Calculator) and an explanation must be attached to justify the expense.
  • If expense is cost beneficial and justification is adequate, reimbursement is allowable at the IRS rate.
• When the “State Vehicle or Car Rental not available or accessible” box is checked:
  • If a traveler is requesting the IRS rate and stating a State/Fleet Vehicle and Car Rental was not available, supporting evidence and an explanation must be attached to justify the expense. Supporting evidence may be a statement of non-availability, email from fleet management office, state vehicle calendar, etc.
  • A rental car should be used if the cost of a personal vehicle is not cost beneficial compared to the estimated rental car cost.
  • If expense justification is adequate and supporting evidence is provided, reimbursement is allowable at the current IRS rate.
• When both boxes are checked:
  • Follow instructions above.

If a state vehicle or car rental is available or accessible, and a personal vehicle is opted as a matter of convenience (i.e. traveling with family, personal comfort), the traveler will be reimbursed at the Fleet (lower) rate.

For policy guidelines, please refer to CAPP Topic 20335 and the VCCS Travel Policy – Personal Vehicle Use. Both policies can be found on the SSC website.

When you are logged into your Chrome River account, click on the 3 lines in the top left corner of your main Chrome River screen. A menu will populate under the 3 lines icon. Select "Inquiry", and then select "My Expense Items" in order to see your expenses or select "My Expense Approval Items" in order to see expenses for others in which you have approved. Within either of the screens, you will need to change the "Transaction Date" or "Action Date" to narrow your search to the date period which you are analyzing. Lastly, you can export your findings to excel. PDF attached for your reference.

For more instructions, please refer to the Inquiry Dashboard instruction guide on the SSC website.

Generally, expense line item date entries should reflect the date of payment/purchase or date of travel. There are some exceptions, such as itemized hotel expenses. Expense Date Entry Requirements and Guidelines PDF (includes examples)

DO NOT DELETE LINE ITEMS UNLESS INSTRUCTED TO. Simply select the expense line item that requires editing, then click the Edit button located at the top right of expense screen in order to make the requested corrections.  Deleted line items cannot be added back to reports that are in Returned status unless reset to Draft status. NOTE: All comments and routing history is erased when reports are reset to Draft status.  Editing a Returned Report PPT.

Include all anticipated expenses within the Pre-approval Report regardless if the expenses will be “Company Paid” or “Traveler” paid.