The new Travel and Expense tab in the Summit Department Manager Dashboard gives you the visibility and control you need to stay on top of it all.

Key Benefits

The new dashboard tab helps you: 

• Track the status and age of expense reports across your areas of responsibility 
• Quickly identify forgotten or problematic reports that need attention 
• Spot rejected submissions or reports linked to employees who have transitioned 
• Focus your efforts where they’re needed most

Getting Started

The new dashboard tab helps you: 

1. Log into Summit and select Dashboards 
2. Choose FDM Reports from the Dashboard menu 
3. Select FDM: Department Management 
4. Click the Travel and Expense tab 

Need Access? If you don’t see the tab, please contact IT to request authorization. 

Questions? Contact A&Fsupport@umassp.edu for additional support 

7/17/26 Update: The issue with FY25 beginning fund balances has been resolved.

7/16/26 Update: The beginning fund balance for fiscal year 2025 is still incorrect today. We will post an update when it has been corrected.

Please be aware that the beginning fund balance amounts are incorrect (all 0) for fiscal year 2025 in Production. All other fiscal years seem to be correct. FY 2027 is also 0 because the balances have not yet rolled in the general ledger. We have identified the issue and it will be corrected overnight.