Reimbursement / Expense Reporting

Step-by-step instructions for reimbursement-related tasks:

• Reporting Expenses / Requesting Reimbursement
  • Guidelines – Foreign Expenses

  For an SU Payee (faculty, staff, or student)

  • Guidelines for Use of Expense Report Categories
  • Create DAPER Expense Report
  • Create Domestic Expense Report
  • Create Foreign Expense Report
  • Itemize Travel or Business Expenses (including alcohol)
  • Create Relocation Expense Report

  For Non-SU Payee (visitor reimbursement)

  • Setup a Non-SU Payee for Reimbursement
  • Guidelines for Use of Categories for Non-SU Payee
  • Create DAPER Expense Report
  • Create Domestic Expense Report
  • Create Foreign Expense Report
  • Handle Rejected / Returned Transaction
  • Get Reimbursed via Petty Cash
  • Instructions for Petty Cash Administrators
• Requesting / Clearing Advances
  • Guidelines for Use of Advance Categories
  • Create Advance Request
  • Clear an Advance
  • Return Unused Advance Funds
  • Approve / Reject an Expense Report, Advance, or Non-PO Payment
• Using Workflow Notifications
• Approving / Rejecting an Expense Report, Advance, or Non-PO Payment
• Supplier / Payee Setup
  • Making a Supplier / Payee Request
  • Viewing Pending Supplier / Payee Requests
  • Completing a Supplier / Payee Request for Confidential Information (Secure Portal)