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Extensity Tools:

The following are links to Word Documents that you may find helpful when creating Travel Plans and Expense Reports in Extensity.  Click on the links below to download the Word Document desired.

Instructions:  These are step-by-step instructions with pictures and screen shots to guide you through the process.  These documents would be best for those who are unfamiliar with Extensity and need specified instructions.

Travel Plan Instructions

Expense Report Instructions
 

Checklists:  These are word-only checklists of things to remember while completing a Travel Plan or Expense Report.  These documents will be most helpful for those who can navigate Extensity fairly well, but just need a reminder or two on all the different items that need to be completed.

Travel Plan Checklist

Expense Report Checklist

 

The following are links to other helpful items you might need. 

 

Do you have additional questions or need help?

Try the BYU Purchasing & Travel Website: https://purchasing.byu.edu
OR Contact the Extensity Help Desk:  extensity_help@byu.edu    801-422-5644