Overview: Reporting Expenses and Getting Reimbursed Using Expense Requests
Click each block in the process flow for links to relevant resources and instructions.
Transaction Preparer Initiates Expense Report / Reimbursement Request
— Within 10 days of expenditure or completion of travel
—
Absent exceptional circumstances, expenses submitted more than 60 days after they are incurred will be reported as additional income to the individual, in accordance with Internal Revenue Service guidance.
Guidelines for Expense Reporting (formerly known as Expense Requests Checklist)
Post-trip Expense Requests Checklists
Guidelines for Writing a Clear Business Purpose
Proper Coding of Allowable and Unallowable University Expenditures
How To Instructions for Creating Expense Reports
Approver Reviews, Approves or Rejects Expense Report
— Upon receipt of Workflow Notification —
Approve / Reject an Expense Report, Advance, or Non-PO Payment
Guidelines for Expense Reporting (formerly known as Expense Requests Checklist)
Travel and Reimbursement Processor Reviews, Approves, Returns or Rejects Expense Report, or Non-compliant lines
— Upon receipt of Workflow Notification —
Preparer Tracks Reviews (Approvals, Returns, Rejections) and Payment
Overview – Expense Requests Home Page
Interpret Transaction Numbers and Status Codes
Search for Expense Request Transactions