Weill Cornell Medicine is committed to “going green” and providing a paperless alternative to some of our existing Finance forms. In support of this goal, the Finance Management team and the Administrative Computing Group (ACG) are proud to announce that two of the most used paper financial forms are being converted into electronic forms, or eForms. On July 11, electronic versions of the Travel & Business Expense Reimbursement and Payment Requisitions PDF forms will be available to all WCM users via the Weill Business Gateway (WBG).
What is an eForm?
The term eForm stands for “Electronic Form.” These are administrative forms submitted through the Weill Business Gateway for processing things like Payment Requisitions and Travel & Business Expense reimbursements.
Watch this quick video for an intro to eForms
What are the benefits of eForms?
These eForms will minimize or eliminate the use of paper forms, allowing us to be a little greener. They also interface more directly with our finance systems, laying the groundwork for a simpler, more streamlined process. Other benefits include:
- eForms automatically format, calculate, and validate the information you enter
- Email notifications are sent when an eForms is approved or rejected
- The eForms Monitor lets you check the status and progress of your eForm and any details you entered
- You can choose how you’d like to receive your reimbursement: a check in the mail, or pick it up at the cashier’s office on 69th or in the Accounts Payable dept on the 9th floor of 575 Lexington. (For reimbursements less than $400, eForms can be used if you prefer a check rather than local petty cash, which is a process specific to your department.)
What do I need to do?
Starting July 11, you will be required to submit all new Travel & Business Expense reimbursements and Payment Requisitions through the new eForm process. On July 11, the JIRA functionality for PR and TE will be discontinued.
How do I access eForms?
To access eForms, log into the Weill Business Gateway (WBG) and select “eForms” on the tab navigation bar.
Self-paced training videos and job aids are available here:
eForms FAQS
Please refer to this FAQ site (must be on the network to access). You may wish to bookmark this site and check back frequently, as we will update this site on a regular basis.
If you would like to print these FAQs and keep them handy at your desk, you can use this PDF:
