SFS Coach is an online training center with guides on how to enter and approve expense reports in the Statewide Financial System. Training types include:
- Job Aides
- Self-Paced Trainings
For Travel and Expense training, search “TE” in the Process Area search box within SFS Coach. Four Travel Training Videos specifically created to train new travelers are listed below:
- Virtual Travel Training: Expense Report Basics
- Virtual Travel Training: Using My Wallet
- Virtual Travel Training: Per Diems and Mileage
- Expense Report Approver Basics
OSC Training Resources for State Agencies and Employees
OSC posts trainings on various topics. For all travel-related trainings, including the latest Fall Conference presentations, sort the list of trainings by Owner and search for Bureau of State Expenditures. Trainings include:
- Travel Basics and Beyond – Reminders, Best Practices and Resources
- Travel Basics and Beyond – Travel Status and Lesser of Mileage
- Travel Basics and Beyond – Transportation
- Travel Basics and Beyond – Miscellaneous Items and Taxable Travel
- Travel Basics and Beyond – Per Deims
OSC Travel Manual
The OSC Travel Manual is to help agencies, employees, and certain public officials understand and apply the State’s travel rules and regulations and to provide instructions regarding reimbursement for expenses while in travel status. The Office of the State Comptroller sets rules and regulations for reimbursement of expenses incurred while traveling on official State business.
OSC Guide to Financial Operations
The New York State Guide to Financial Operations (GFO) acts as a reference source for statewide accounting policies, procedures and the Office of the State Comptroller (OSC) related mandates for use by State agencies.
BSC Website Travel Page
The BSC website is a resource that contains information on travel rules and guidelines with things to consider before, during, and after travel, as well as information for supervisors with employees that travel.
BSC Help Center
The online BSC help center contains answers to frequently asked questions. This is meant to be the first-place travelers look before reaching out to the BSC with travel questions.
GSA Travel Rates
The U.S. General Services Administration website is a resource that sets the lodging and per diem rates each year based on the locations city or county.
OGS NYS Travel Contracts page provides information regarding air travel, credit card and vehicle rental contracts. The site also provides information regarding Amtrak guidelines, lodging program guidelines, and a frequently asked questions section.