How To: Create Domestic Expense Report for a Non-SU Payee (Visitor Reimbursement)
Before You Start
Expense reports for Non-SU Payees are used to report reimbursable business and travel expenses incurred by visitors for the purpose of expense approval, and the allocation of expenses to the appropriate Project, Task, Award, and Expenditure Type (PTAE). An expense report for a Non-SU Payee (visitor) will result in a reimbursement to the payee for eligible out-of-pocket expenses.
Expense report transaction numbers will have the prefix of VR (Visitor Reimbursement).
- A visitor must be set up as payee in the Supplier / Payee database prior to the initiation of an expense report. See How To: Make a Supplier Payee Request.
- All expenses for a trip or that pertain to a single business purpose should be included in one expense report.
- Create and save your Preferences before entering your first expense report: General preferences, frequently used Allocations, customized Approver information and Events.
- Collect all receipts for a trip or that pertain to one business purpose, organize them by TCard or Cash, and by expense type, then scan and save them on your computer's desktop. You may upload them as soon as you are ready to submit the expense report. You may also fax receipts and supporting documents if desired.
- Create individual files for all Airfare and Lodging receipts, as these will need to be attached individually to the corresponding line in the expense report.
- All other receipts and supporting documents can be scanned into a single file if desired.
To create a new expense report to reimburse a Non-SU Payee (Visitor), follow these steps:
- Go to https://ofweb.stanford.edu
- Enter your SUNet ID and password
- Click SU Expense Requests
- Under Create New Transaction, select Non-SU Payee under Expense Report
Step 2 – Select a Category
Select a Category from the drop-down list (see Guidelines for Use of Expense Report Categories for Non-SU Payees)
(Select the category below to see allowed expense type options in Step 6)
Expenses (Domestic) Non-SU
For reimbursement of domestic travel expenses
Human Subjects Non-SU
If requesting reimbursement for domestic travel expenses for a human subject participant
- Enter the Payee's name (last name, first name)
~ OR ~ Search and select the payee by clicking the search icon (magnifying glass):- If payee not found, click Cancel to stop entering the expense report.
- A visitor must be set up as payee in the Supplier / Payee database prior to the initiation of an expense report. See How To: Make a Supplier Payee Request.
- Payment Method displays based on payee preference, Electronic (Direct Deposit), or Check
- Indicate if Rush Processing is requested
Note: There is a fee for Rush Processing. On the Allocations and Approvers page, you will be asked to supply a PTA to which the fee will be charged. Some PTAs are restricted and will not allow a processing fee to be charged to them. Check with the PTA approver or a Financial Analyst in your department before applying a rush processing fee.
- Select Special Payment Type and Delivery Options (optional) if one of the following is desired:
- Check or check delivery to other than address on file
- Foreign Draft
- Wire Domestic
- Wire Foreign
- Enter Business Purpose
Notes:
- Review Guidelines for Writing a Clear Business Purpose to ensure your entry meets requirements.
- The first 30 characters will be displayed on Expenditure Reports.
- Select Event Name (required for foreign expense)
~ OR ~ If new event is needed, click Create New Event (See How To: Create New Event) - Click Next
Step 6 – Enter Cash or Personal Credit Card Expenses, Per Diem and Mileage
On the Transaction Lines screen, note the three available tabs:
- Transaction Lines – use this tab to report cash and personal credit card expenses
- Per Diem Expenses – use this tab to report Per Diem expense
(See Adjusted Per Diem expense type for special circumstances, such as applying a rate lower than the government rate, travel lasting more than 30 days in one location, etc.)
- Mileage Expenses – use this tab to report Mileage expenses
Be sure you are on the tab appropriate for the expenses being reported.
Select expense types that apply to your expenses to see customized instructions:
Adjusted Per Diem
- Use to apply a per diem rate that is lower than the government rate displayed on the Per Diem tab.
- Use for travel that lasts more than 30 days in one location.
- Meals and lodging cost should be combined into one line entry.
- Only 55 percent of the standard per diem rate can be claimed.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Adjusted Per Diem from Expense Type drop-down list
- Enter the hotel / lodging in the Remarks field.
Note: If using for 30 days in one location, ensure meals for the 30-day period are included.
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Details icon
- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Airfare
See Admin Guide 5.4.2 for commercial air travel policy.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Airfare from the Expense Type drop-down list
- Click Details icon
- If no receipt is provided, please contact airline for duplicate. Airfare receipts are always required
- Select the Class of Ticket
Notes:- Business and first class require an explanation in Remarks.
- When Airfare Class of Ticket is Business or First, you must allocate the expense to an unrestricted award and an unallowable expenditure type. In the event a Coach fare was unavailable, you may allocate one-third of the cost to an allowable expenditure type and the remaining two thirds to unallowable.
- Enter the Departure and Destination Airport codes
- Indicate if the flight was round trip or one way
- Select the Travel Booking Method
- Select the Airline
- If the airline expense is for a multi-leg trip, see instructions below:
Itemize a Multi-leg Trip
A Multi-leg trip is defined as a trip in which an overnight stay was required en route to the final destination.
The total airfare amount should be listed as the first itemized expense line (e.g. Line 1-1) in the Itemized Business Expenses section, the rest of the lines should be 0.00 for the Itemized Receipt Amount. Note the Departure and Destination of each leg in the Itemized Remarks field.- Click Itemize
- Click Add Another Row
- Select Airfare from the Expense Type drop-down list
- Select the Class of Ticket
- Enter Departure and Destination Airport codes of the first leg
- Select the Travel Booking Method
- Select the Airline
- Repeat Step 2 - 7 until all legs are listed
- If the airline expense contains another expense that needs to be itemized, see instructions below.
Itemize Expenses
- Enter the dollar amount for the itemized business portion in the Itemized Receipt Amount field in the Itemized Business Expenses section
- Click Add Another Row (if necessary) to itemize each additional business expense
- Enter description in the Remarks field for each itemized line item
Any remaining amount not put on an itemized line will show as personal expenses (see "Personal Expenses" in subtotal).
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Note: Be sure to prepare an individual airfare receipt file to upload directly to this line before submitting the expense report.
Ancillary Airline Fee
The Ancillary Airline Fee is to be selected for charges that come in as Airfare, but are actually for some other fee charged by the airline, for example:
- Upgrade from Coach to Economy Plus
- Checked baggage
- Reserved seat
- Inflight meals
- Wi-Fi
- Curb-side check-in
- Early boarding
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Ancillary Airline Fee from Expense Type drop-down list
- Enter a description of the fee in the Remarks field
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Details icon
- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Business Meal
Business Meal is used when paying for a group meal during which business was conducted. This applies to food brought into a meeting or a business meal that takes place at a restaurant. While traveling, any meal with more than one attendee should be entered as a Business Meal. Do not use the Business Meal expense type if alcohol was consumed with the meal. When alcohol is part of a Business Meal, use the Business Meal with Alcohol expense type.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Business Meal from Expense Type drop-down list
- Click Details icon
- Enter the attendee names and Stanford affiliation (employee or student) in the Remarks field
- Enter the Number of Attendees at the meal in the Additional Information section
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Business Meal with Alcohol
Business Meal with Alcohol is used when paying for a group meal and alcoholic beverages were consumed during which business was conducted. This applies to food brought into a meeting or a business meal that takes place at a restaurant. While traveling, any meal including alcohol with more than one attendee should be entered as a Business Meal with Alcohol.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Business Meal with Alcohol from Expense Type drop-down list
- Click Details icon
- Enter the attendee names and Stanford affiliation (employee or student) in the Remarks field
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- Itemize the meal into four parts: food, alcohol, tip and tax:
Itemize Meals with Alcohol
- Adjust dollar amount in Itemized Receipt Amount for Itemization 1 to the amount of food purchased
- Click Add Another Row
- Select Alcohol consumed with meal from the Expense Type drop-down list for Itemization 2
- Adjust dollar amount in the Itemized Receipt Amount for Itemization 2 to the amount spent on alcohol
- Click Add Another Row
- Select Tip for meal from the Expense Type drop-down list for Itemization 3
- Adjust the Itemized Receipt Amount for Itemization 3 to the amount of the tip for the meal
- Click Add Another Row
- Select Tax for meal from the Expense Type drop-down list for Itemization 4
- Adjust the amount in the Itemized Receipt Amount in Itemization 4 to the amount of the total tax for the meal
Any remaining amount will show as personal expenses.
- Enter the Number of Attendees at the meal in the Additional Information section
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Car Rental
Car rental insurance is not reimbursable for U.S. trips (except for Hawaii). If purchased by the traveler, the insurance charge will be treated as a personal expense (see details) and should be itemized as a personal expense in the expense report.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Car Rental from Expense Type drop-down list
- Click Details icon
- Adjust the Number of Days field to reflect the length of the rental period – you will see the daily rate adjust accordingly. Based on a 24 hour day, round to the nearest whole day count.
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- If car rental insurance is purchased, itemize the charge as a personal expense:
Itemize Expenses
- Click Itemize
- Enter the dollar amount for the itemized business portion in the Itemized Receipt Amount field in the Itemized Business Expenses section
- Click Add Another Row (if necessary) to itemize each additional business expense
- Enter description in the Remarks field for each itemized line item
Any remaining amount not put on an itemized line will show as personal expenses (see "Personal Expenses" in subtotal).
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Gifts
Remarks (or gift descriptions) and the names of gift recipients are required for Gifts.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Gifts from Expense Type drop-down list
- Enter a description of the gift(s) in the Remarks field (required)
- Click Details icon
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- Click Add Recipient
- Select Employee or Non-Employee from the Type drop-down list
- Enter the recipient's name (Last name, First name)
- Enter amount
- Repeat step g – j until all recipients are added
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Lodging
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Lodging from Expense Type drop-down list
- Click Details icon
- If no receipt is provided, please contact the hotel for duplicate copy. Lodging receipts are always required
- If the expense included other business or personal expenses, itemize expenses:
Itemize Expenses
- Click Itemize
- Enter the dollar amount for the itemized business portion in the Itemized Receipt Amount field in the Itemized Business Expenses section
- Click Add Another Row (if necessary) to itemize each additional business expense
- Enter description in the Remarks field for each itemized line item
Any remaining amount not put on an itemized line will show as personal expenses (see "Personal Expenses" in subtotal).
- The Number of Days field defaults to 1. Adjust this number to reflect the length of the stay. You will see the Daily Rate adjust accordingly.
- Enter Location using the search function in the Additional Information section
- Type the name of the city in the field
- Click the magnifying glass
- Select the city from the pop-up window to verify your selection
- You may use the % sign as a wildcard before and after your search criteria to broaden the results
- Enter the name of the Hotel
- Enter any additional relevant information in the Remarks field
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Note: Be sure to prepare an individual lodging receipt file to upload directly to this line before submitting the expense report.
Miscellaneous
- The Miscellaneous expense type may be applied to supplies, postage, photocopies, publication printing, books, DSL charges, overseas faculty support, and employee recruitment.
- Itemization is required if more than one item was purchased on the receipt.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Miscellaneous from Expense Type drop-down list
- Enter a description of the items purchased in the Remarks field (required)
- Click Details icon
- If no receipt will be submitted with the expense
report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- If more than one item was purchased on the receipt:
Itemize Miscellaneous Expenses
- Click Itemize
- Enter / modify the item description in the Remarks of the first itemized line item
- Enter the dollar amount in the Itemized Receipt Amount field
- Click Add Another Row (if necessary)
- Select Miscellaneous from Expenditure Type drop-down list
- Enter the item description in the Remarks field
- Enter the dollar amount in the Itemized Receipt Amount field
- For additional itemization repeat steps
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Other Transportation
The Other Transportation expense type is for transportation expenses other than airfare, car rental, or truck rental, such as taxi, limousine, train, parking, and fuel for car or truck rental.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Other Transportation from Expense Type drop-down list
- Enter a description of transportation in the Remarks field.
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Details icon
- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- Click Return to List
- If the expense included other business or personal expenses, itemize expenses:
Itemize Expenses
- Click Details icon for the expense
- Click Itemize
- Enter the dollar amount for the itemized business portion in the Itemized Receipt Amount field in the Itemized Business Expenses section
- Click Add Another Row (if necessary) to itemize each additional business expense
- Enter description in the Remarks field for each itemized line item
Any remaining amount not put on an itemized line will show as personal expenses (see "Personal Expenses" in subtotal).
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Travel Meals
Travel Meals is used for meals consumed by the traveler during a business trip. Do not use the Travel Meals expense type if alcohol was consumed with the meal. When alcohol is part of a travel meal, use the Travel Meals with Alcohol expense type. Do not use the Travel Meals expense type if meal expense included others in addition to the traveler. If more than one attendee, use Business Meal expense type.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Travel Meals from Expense Type drop-down list
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Details icon
- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- Click Return to List
- If the expense included other business or personal expenses, itemize expenses:
Itemize Expenses
- Click Details icon for the expense
- Click Itemize
- Enter the dollar amount for the itemized business portion in the Itemized Receipt Amount field in the Itemized Business Expenses section
- Click Add Another Row (if necessary) to itemize each additional business expense
- Enter description in the Remarks field for each itemized line item
Any remaining amount not put on an itemized line will show as personal expenses (see "Personal Expenses" in subtotal).
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Travel Meals with Alcohol
Travel Meals with Alcohol is used for meals consumed by the traveler that included alcohol during a business trip. Do not use the Travel Meals with Alcohol expense type if meal expense included others in addition to the traveler. If more than one attendee, use Business Meal with Alcohol expense type.
- Enter Date of expense
- Enter receipt amount in Line Amount field
- Select Travel Meals with Alcohol from Expense Type drop-down list
- Click Details icon
- If no receipt will be submitted with the expense report:
Missing Original Receipt
Receipts are required for all expenses of $75 or more, or according to departmental guidelines (some departments require receipts for all expenses). If a required receipt is missing or lost, a copy must be requested from the merchant. If a copy cannot be obtained from the merchant, continue with the following steps:- Click Original Receipt Missing checkbox
- Provide an explanation in Remarks field
- Itemize the meal into four parts: food, alcohol, tip and tax:
Itemize Meals with Alcohol
- Adjust dollar amount in Itemized Receipt Amount for Itemization 1 to the amount of food purchased
- Click Add Another Row
- Select Alcohol consumed with meal from the Expense Type drop-down list for Itemization 2
- Adjust dollar amount in the Itemized Receipt Amount for Itemization 2 to the amount spent on alcohol
- Click Add Another Row
- Select Tip for meal from the Expense Type drop-down list for Itemization 3
- Adjust the Itemized Receipt Amount for Itemization 3 to the amount of the tip for the meal
- Click Add Another Row
- Select Tax for meal from the Expense Type drop-down list for Itemization 4
- Adjust the amount in the Itemized Receipt Amount in Itemization 4 to the amount of the total tax for the meal
Any remaining amount will show as personal expenses.
- Click Return to List
- Continue with more expense items on this screen,
~ OR ~ Click Next
Per Diem – Lodging (Domestic or International)
Use the Adjusted Per Diem expense type, located on the Transactions Lines tab with all other expense types (i.e., airfare), for
• Stays in one location over 30 days, or
• When using a per diem rate that is the lower than the government rate.
- Click Per Diem Expenses tab
- Enter Start Date
- Select Lodging Per Diem type from Expense Type drop-down list
- Choose appropriate type:
- Alaska/Hawaii Lodging
- Continental US Lodging
- Enter location name (city name) in Location and select from search
- Enter Number of Days (enter the number of nights)
- Click Details icon
Multiple Locations on a Single Trip:- Click Multiple Locations checkbox
- Enter Start Date and Location for each destination
- Click Generate Per Diem
- Click Return to List
- Continue with more expense items,
~ OR ~ Click Next
Per Diem – Meals (Domestic or International)
Use the Adjusted Per Diem expense type, located on the Transactions Lines tab with all other expense types (i.e., airfare), for
• Stays in one location over 30 days, or
• When using a per diem rate that is the lower than the government rate.
- Click Per Diem Expenses tab
- Enter Start Date
- Select Meals Per Diem from Expense Type drop-down list
- Choose appropriate type:
- Alaska/Hawaii Meals
- Continental US Meals
- Enter location name (city name) in Location and select from search
- Enter Number of Days
- Click Details
Multiple Locations on a Single Trip:- Click Multiple Locations checkbox
- Enter Start Date and Location for each destination
- Click Generate Per Diem
Note: Per Stanford policy, 75% of the meals per diem rate will be reimbursed on the first and last day of the trip, based on the location that day.
- Select Meals Deductions (specific breakfast, lunch, dinner meals to be deducted from the per diem total)
- Click Recalculate
- Click Return to List
- Continue with more expense items,
~ OR ~ Click Next
Mileage Expenses – Mileage
Mileage refers to miles travelled in a personal automobile. See Mileage Reimbursement Rates.
- Click Mileage Expenses tab
- Enter Expense Date
- Select Mileage from Expense Type drop-down list
- Enter From and To Locations in Remarks field
- Determine distance in miles using Google Maps
- Enter Miles
- Click Calculate
- Continue with more expense items,
~ OR ~ Click Next
Step 7 – Allocate to PTAEs on Allocations and Approvers Screen
PTAs for each line must be designated before expenditure types can be selected. Designate PTAs using any combination of these 3 options:
Manually Enter PTAEs
- Enter Project, Task, Award information for each line
- Select Expenditure Type for each line. A commonly used expenditure type may appear. If the field is blank, select from the drop-down list.
Apply My Allocations Preferences
- Click the radio button to select one, multiple or all expense lines
- Select one of the pre-set expense allocations from My Allocation drop-down list
Note: See How To: Set My Allocation Preferences.
- Click Apply
- Select Expenditure Type for each line. A commonly used expenditure type may appear. If the field is blank, select from the drop-down list.
Update / Split Allocations
- To enter a new PTA (not in My Allocations) and allocate to one, multiple, or all expense lines, and/or
- To enter a split PTA allocation and allocate to one, multiple, or all expense lines
- Click the radio button to select expense lines to be allocated
- Click Update Allocation
- Select an Allocation Method
- Equal Split
- Amount Split
- Percentage Split
- Click Add Another Row to provide space to enter each PTA to be in the split
- Enter Project, Task, Award information (PTAs)
- Enter Percentage of split for each PTA, if necessary
- Enter Allocation Reason to describe the reason for allocation to multiple PTAs (optional)
Save Allocation in My Allocation Preferences
You may save this allocation in your My Allocation Preferences for use again.
- Click Add Allocation Set to My Allocations checkbox
- Enter the Allocation Name
- Click Apply
- Select Expenditure Type for each line. A commonly used expenditure type may appear. If the field is blank, select from the drop-down list.
Step 8 – Designate Approvers on Allocations and Approvers Screen
Designate approver(s) using any combination of these 3 options:
Apply My Approvers Preferences
- Select one of the pre-set approvers from My Approvers drop-down list
- Click Apply
- Enter the approver's sequence or send in parallel (enter 1,2,3 for sequence; assign all approver's "1" for in parallel routing)
- Enter Notes to each approver (if needed)
- Click Next when the Approver Routing List is complete
Notes:
- FYI Recipients do not "approve" the expense report
- If you delete an approver by mistake, click Populate/Refresh to return to original default approver.
- If you feel an approver is incorrect for a PTA, please have that approver put in a HelpSU request to have the authority updated.
Populate Default Approver(s)
- To add default PTA approver(s), click Populate/Refresh
Note: Approvers that display when Populate/Refresh is selected will have the appropriate approval authority for the PTAs. If you have allocated to more than one PTA, there could be more than one approver showing in the approver routing list.
- Enter the approver's sequence or send in parallel (enter 1,2,3 for sequence; assign all approver's "1" for in parallel routing)
- Enter Notes to each approver (if needed)
- Click Next when the Approver Routing List is complete
Notes:
- FYI Recipients do not "approve" the expense report
- If you delete an approver by mistake, click Populate/Refresh to return to original default approver.
- If you feel an approver is incorrect for a PTA, please have that approver put in a HelpSU request to have the authority updated.
Manually Add Approver(s) / FYI Recipient(s)
- Click Add
- Click the magnifying glass icon
- Enter the approver's name (Last name, First name)
- Click Go
- Click Quick Select icon next to the approver's name
- Select Approver or FYI from Approver / FYI drop-down list
- Enter the approver's sequence or send in parallel (enter 1, 2, 3 for sequence; assign all approver's "1" for in parallel routing).
- Enter Notes to each approver (if needed)
- Click Next when the Approver Routing List is complete
Notes:
- FYI Recipients do not "approve" the expense report
- If you delete an approver by mistake, click Populate/Refresh to return to original default approver. There must be a "Yes" displaying in the default approver column for at least one approver per PTA.
- If you feel an approver is incorrect for a PTA, please have that approver put in a HelpSU request to have the authority updated.
Step 9 – Attach Receipts / Backup Document
All expense reports must include receipts and other supporting documentation.
Important: Expense reports must have attachments uploaded to the line for Airfare, Lodging, and Conference Registration.
Upload Attachments Directly to a Line on the Review Page
- Scan or use a smartphone to photograph required receipts and documents to be attached to the transaction into a file
- Name each file with a unique name and save on your computer
Note: Allowed file formats include .pdf, .jpg, .png, .doc, .docx, .xls, .xlsx.
- Click green plus sign
- Click Browse to navigate to file
- Select file and click Open
- Repeat until all files for the line are in Files ready to upload
- Click Upload file(s). File(s) will appear in View Attachments
- Click Close
- Green plus sign changes to paper clip to indicate file(s) attached
Upload Attachments to the Transaction Using Attach/View Receipts
- Scan or use a smartphone to photograph required receipts and documents to be attached to the transaction into a file
- Name each file with a unique name and save on your computer
Note: Allowed file formats include .pdf, .jpg, .png, .doc, .docx, .xls, .xlsx.
- Click Attach/View Receipts button to open the Attachments window
- Do Not select a line
- Click Browse to navigate to file
- Select file and click Open
- Repeat until all files are in Files ready to upload
- Click Upload file(s). File(s) will appear in View Attachments
- Files attached to the transaction display N/A in the Expense Source and For Transaction Line(s) columns
- Click Close to close the Attachments window
Reassign Attachments to a Line (if required)- Click Attach/View Receipts button to open the Attachments window
- Scroll down and select the Reassign icon for the attachment
- Select the Document Type
- Select the line to which the attachment is to be reassigned
- Click Save
- Repeat for all uploaded attachments that must be reassigned to a line
Fax Attachments
- Click Attach/View Receipts on the Transaction Review screen
- Click Bar Code Cover Page on the Attach/View Receipts window and print
- Close the Bar Code Cover Page window
- Send an individual fax for each line that requires an attachment
- Send a fax containing all other receipts and documents
- Click Attach/View Receipts to open the Attachments window. Faxes will display in the View Attachments section, attached at the transaction level.
- Reassign attachments to a line if required
- Select the Reassign icon for the attachment
- Select the Document Type
- Select the line to which the attachment is to be reassigned
- Click Save
- Repeat for all faxed attachments that must be reassigned to a line
- Click Close to close the Attachments window
- Review the transaction carefully for completeness, accuracy, and policy compliance. See the tabs marked Expense Lines, Expense Allocations, Approvers, and Approval Notes for additional information
Note: Use the Back button, if necessary, to return to previous pages for corrections.
- Click Submit to submit the transaction once all receipts and backup documents have been attached
What's Next?
- The expense report will be routed to the appropriate approver.
- See all Expense Requests How Tos.