FROM: Amy McInerny, Chief Financial Officer
SUBJECT: WellsOne Portal Training (uploading receipts)
RECOMMENDATION:
title
WellsOne Portal Training (uploading receipts).
body
BACKGROUND:
WellsOne is the system provided by Wells Fargo for tracking, coding, and recording the credit card purchases that SBCERA employees and trustees incur. One of the features of the web-based system is an app that can be used on a phone or tablet. The app allows users to upload receipts at either the time of purchase or later.
Training will be provided to log into the app and navigate the receipt upload tools.
BUDGET IMPACT:
None.
STRATEGIC PLANNING GOAL/OBJECTIVE:
Prudent Fiscal Management
STAFF CONTACT:
Amy McInerny
ATTACHMENTS:
None.