320.1 Creating and Submitting an Expense Reimbursement in e-Reimbursement Procedure

320.1 Creating and Submitting an Expense Reimbursement in e-Reimbursement Procedure

Creating and Submitting an Expense Reimbursement in e-Reimbursement Procedure
Procedure # 320.1
Rev.:
Effective Date: 7/1/19

Related Policy: 320 Expense Reimbursement Policy
Functional Owner: Accounting Services, Division of Business Services
Contact: Expense Reimbursement Program Manager – Graig Brooks (608) 262-8691


Contents

I. Procedure Statement
II. Who is Affected by this Procedure
III. Procedure
IV. Contact Roles and Responsibilities
V. Definitions
VI. Appendix
VII. Related References
VIII. Revisions


I. Procedure Statement

All payments made to employees and non-employees for reimbursement of out-of-pocket expenses must be prepared using e-Reimbursement.  All Expense Reimbursements are reviewed by an Approver and Auditor prior to payment.  Routing is determined by the department code used in the funding string(s).

Employees have the option to delegate an Alternate who can create and modify Expense Reimbursements on their behalf.  Whether or not an Alternate is used, it is the employee’s responsibility to ensure Expense Reimbursements are submitted on time and in compliance with University travel and purchasing policies.

This document details the required procedures for submitting an Expense Reimbursement.  For a complete how-to guide, visit the Expense Reimbursement website.


II. Who is Affected by This Procedure

Employees who seek reimbursement for out-of-pocket or Corporate Card expenses; Alternates who prepare Expense Reimbursements.


III.   Procedure

Sign into e-ReimbursementClick the Expenses tile, then Create Expense Report.

A. General Information: The first page is the General Information page, also commonly referred to as the header information.  Information entered here applies to the entire Expense Reimbursement.

  1. Business Purpose – Choose the one that best describes the reimbursement.  See Appendix A for definitions and further details on business purposes.
  2. Default Location – Primary location of your trip.
    1. Choose your headquarter city for non-travel Expense Reimbursements.
    2. Locations may be listed by city or county.
    3. For international locations not listed by city or county, select ‘COUNTRY NAME, OTHER LOCATIONS’. Do not select the nearest big city if the trip was not actually to that city.
  3. Reference – Select In-State, Out-of-State, or Foreign.
    1. This is based on where the destination is in relation to the traveler’s headquarter city (for example, if someone headquartered in Atlanta, GA, traveled to Madison, the Reference would be ‘Out-of-State’).
    2. For non-travel Expense Reimbursements, select ‘Not a Travel Related report’.
  4. Date of departure/return – Dates of your business Do not include personal vacation days in these dates.
  5. Attachments 
    1. Receipts are required to be electronically attached to the Expense Reimbursement.
    2. In addition to receipts, users must attach any additional documentation an Approver or Auditor will need to fully review the Expense Reimbursement. This includes:
      1. Conference agenda (to document conference dates, preferred conference hotels, and provided meals)
      2. Email correspondence related to unusual circumstances
      3. GoogleMaps or Mapquest printout or screenshot to substantiate a mileage claim
    3. Do not attach anything with protected or confidential information.
      1. Redact credit card and social security numbers.
      2. When reimbursing research subjects, it may be necessary to redact anything with details of the research being done. Map printouts for research subjects may use a nearby location instead of the research subject’s home address.
      3. If no other options are available, hard copies may be saved instead of electronic attachments in order to protect a recipient’s confidentiality. This must be noted in the Expense Reimbursement.
  6. Justification (IS MISSING) – Justification Notes are added by the traveler or Alternate to provide the details of the reimbursement.
    1. Every Expense Report must have at least one Note. That note must include a sufficient business purpose to justify the reimbursement. Additional notes may be added as needed.
    2. Spell out all acronyms in the Justification notes.

 

B. Expense Entry: This section is where users enter the details of their expenses.

  1. Choose the appropriate Expense Type for the expense. See Appendix B for definitions and further details of expense types.
  2. Payment Type
    1. Personal Funds – Out-of-pocket expenses for which the traveler will be reimbursed.
    2. Prepaid Purchasing Card – Expenses paid on the Purchasing Card. The traveler will not be reimbursed for these expenses. It is not required to include expense lines for prepaid items.
    3. US Bank Corporate Card – Expenses paid on the Corporate Card. See Procedure 320.4 for more information on using e-Reimbursement for Corporate Card expenses.
  3. Amount
    1. It is recommended that travelers manually convert foreign currency amounts and enter only US Dollars in this field.
    2. For rate-based Expense Types (e.g. Meals and Incidental Expense, Mileage), this field cannot be manually modified.
  4. Non-Reimbursable
    1. Mark an expense non-reimbursable.
    2. This can be used for non-business-related expenses and for expenses that were paid via an outside source (e.g. airfare paid by the host conference).
  5. Red Flags– All red flag error messages must be resolved before an Expense Reimbursement can be submitted. Examples include:
    1. An invalid funding string.
    2. Required information is missing.
    3. Airfare ticket number is a duplicate of a previously-created Expense Reimbursement.

 

C. Review and Submit – Alternates and travelers must ensure the accuracy of the Expense Reimbursement prior to submission.

  1. Expense Report Summary – ensure the breakdown between reimbursable, non-reimbursable, Corporate Card, and Prepaid Expenses is accurate. Modify the payment types on individual expense lines if necessary.
  2. Additional Information – If there are Cash Advances or Travel Authorizations available, associate them with the Expense Reimbursement here. For more information on working with Cash Advances, see Policy 321.
  3. Submit
    1. Current UW employees must submit their own Expense Reimbursements.
    2. Alternates can submit Expense Reimbursements on behalf of non-employees and recently-terminated employees.

IV. Contact Roles and Responsibilities

A. Traveler (employee)/Claimant/Recipient: the person receiving reimbursement. Employees are responsible for submitting their own Expense Reimbursements in a timely fashion and following all applicable UW travel policies.  An employee may assign an Alternate to create and modify an Expense Reimbursement on their behalf, but the Employee is ultimately responsible for submitting their own Expense Reimbursements.

B. Alternate: responsible for creating and submitting Expense Reimbursements on behalf of others. Employees who seek reimbursement can assign an Alternate to create and modify Expense Reimbursements for them, but the Employee must submit their own.  Expense Reimbursements for Non-Employees or recently-terminated Employees are created and submitted by Alternates.

C. Approver: Upon submission, Expense Reimbursements are first reviewed by an Approver. Approvers are responsible for reviewing supporting documentation, reviewing Expense Reimbursements for policy compliance, and reviewing funding being charged.

D. Auditor: Expense Reimbursements are reviewed by an Auditor after the Approver. Auditors are responsible for reviewing Expense Reimbursements for policy compliance.


V. Definitions

A. e-Reimbursement: the web-based Expense Reimbursement submission and review tool.

B. Purchasing Card: University-liability credit card that can be used for travel and non-travel expenses.

C. Corporate Card: individual-liability credit card that can be used for travel and non-travel expenses.

D. Business Purpose: When using University funds or requesting a reimbursement from University funds, documentation of a clear business purpose is required so an approver, auditor, site manager, and/or post-payment auditor may reasonably conclude and agree the expenditure is an appropriate business expense. The business purpose, which is defined as one that supports or advances the goals, objectives and mission of the University, adequately describes the expense as a necessary, reasonable, and appropriate business expense for the University. All expenses must support a University business purpose.

E. Non-employee: an individual who does not have an active appointment at the University. Non-employees can be reimbursed for travel-related expenses through e-Reimbursement.


VI. Appendix

A. Business Purposes

  1. Business – Expenses for routine business travel not better classified in another category.
  2. Conference – Expenses incurred to attend or host a conference.
  3. Fundraising – Expenses incurred for University fundraising.
  4. Job Candidate Hosting – Expenses incurred for hosting job candidates.
  5. Local Travel – Expenses incurred when traveling within the headquarter city or surrounding area.  Expenses can be accumulated and filed weekly, bi-weekly or monthly.
  6. Non-Travel – Expenses incurred on the Corporate Card or out-of-pocket for low-dollar purchases made in compliance with UW purchasing policies.
  7. Professional Development – Expenses incurred by employees for education or job/professional trainings.
  8. Recruiting – Expenses incurred for recruiting employees and students to the University.
  9. Relocation – Expenses incurred for employee relocation.
  10. Research – Expenses incurred for research or research-related activities including fieldwork or faculty presentation of papers.
  11. Student Travel – Expenses incurred by students for business or educational travel. Does not include study abroad or International Education programs.  Employee expenses to accompany students select from other business purposes.
  12. Study Abroad – Expenses incurred by travelers (faculty or students) for study abroad or other international education programs.
  13. Team travel – Expenses incurred for sport team travel.

 

B. Expense Types

  1. Air-Baggage Fees – airline baggage or equipment fees.
    1. Description – if additional baggage beyond the first piece and/or overweight/oversized baggage is claimed, provide justification.
    2. Account Codes 2800, 2801, 2802.
  2. Airfare – commercial coach/economy including allowable charges for seat assignments.
    1. Description – if claiming a related fee, provide a justification.
    2. Merchant – select the merchant from the preferred drop-down menu or enter the merchant name in the non-preferred field.
    3. Ticket Number – a unique ticket number is required.
    4. Account codes 2800, 2801, 2802.
  3. Airfare Change/Cancel Penalty – Charge imposed by the airline to change, re-issue or cancel tickets.
    1. Description – provide an explanation of the circumstances.
    2. Merchant – select the merchant from the preferred drop-down menu or enter the merchant name in the non-preferred field.
    3. Account codes 2800, 2801, 2802.
  4. Athletic Pre/Post Game – for use by Athletics only.
  5. Athletics Team Meals – for use by Athletics only.
  6. Day Trip Meal Allowance – meal costs including tax and tip in connection with travel that does not include an overnight stay. The amount is based on the per diem rate and cannot be manually modified.  Account codes 2863 and 2864.
  7. E-Re Estimated Withholding – withholding of estimated taxes. It is required to be used with any Relocation expenses. It must be entered as a negative number and will reduce the net reimbursement.
    1. It can also be used for withholding of taxes for expense reports submitted over 90 days and for tuition reimbursement in excess of allowable limits.
    2. It will require a credit reference to be entered (“Estimated tax withholding” is sufficient).
    3. Account code 7060
  8. Event-Audio Visual Equipment – costs for the rental of audio visual equipment or related technologies for the purpose of hosting a University-sponsored event, Official Function, or educational program such as a conference, reception, workshop, etc., with multiple attendees from both inside and outside the University.
    1. Description – provide a business justification for expenses incurred and specify what type of event was held. Indicate whether or not a fee was collected from attendees.
    2. Merchant – enter the name of the merchant.
    3. Account code 2894.
  9. Event-Catering – cost of food/beverage, service fees, gratuities and/or delivery fees related to hosting a University sponsored event, Official Function, or educational program such as a conference, reception, workshop, etc., with multiple attendees from both inside and outside the University.
    1. Description – provide a business justification for event expenses incurred and specify what type of event was held (reception, conference, etc.) If a meal was served, indicate breakfast, lunch or dinner. Indicate whether or not a fee was collected from attendees.
    2. Merchant – enter the name of the merchant.
    3. Number of People – enter the number of attendees.
    4. Add Additional Attendees – enter the names and affiliations of the attendees. For large events, an attendee list can be attached to the Expense Reimbursement instead.
    5. Account code 2893.
  10. Event-Meeting Space – costs for meeting space or room rental for the purpose of hosting a University sponsored event, Official Function, or educational program such as a conference, reception, workshop, etc., with multiple attendees from both inside and outside the University.
    1. Description – provide a business justification for event expenses incurred and specify what type of event was held (reception, conference, etc.) If a meal was served, indicate breakfast, lunch or dinner. Indicate whether or not a fee was collected from attendees.
    2. Merchant – enter the name of the merchant.
    3. Account code 2895.
  11. Gas for Vehicle Rental/Fleet – purchase of gasoline for rental vehicles or fleet vehicles when State/UW gas card is not accepted.
    1. Description – provide a purpose for the gasoline purchase and indicate the type of vehicle that was used (rental or fleet). For Fleet, explain why the provided fuel card was not used.
    2. Account codes 2810, 2811, and 2812.
  12. Lodging-Group – lodging accommodations for multiple business travelers who share a room and the reimbursement is being claimed on one Expense Reimbursement.
    1. Description – provide the names and affiliations of all individuals included in the lodging payment.
    2. Number of Nights – enter the number of nights stayed.
    3. Merchant – select the merchant from the preferred drop-down menu or enter the merchant name in the non-preferred field.
    4. How Many People – the number of UW business travelers included in the amount reported.
    5. Account codes 2850, 2851, and 2852.
  13. Lodging-Individual – lodging accommodations for individual lodging expenses, including a shared room for which the traveler is claiming only their portion of the charge.
    1. Number of Nights – enter the number of nights stayed.
    2. Merchant – select the merchant from the preferred drop-down menu or enter the merchant name in the non-preferred field.
    3. Account codes 2850, 2851, and 2852.
  14. Meal and Incidental Per Diem – per diem allowance reimbursed to travelers for overnight travel based on location of stay.
    1. Amount – the amount is based on the location, date, and any selected deductions.
    2. Location – enter the location the expense was incurred. When traveling to the destination, this is the location the traveler stayed that night. When returning from the destination, this is the location the traveler stayed the night before.
    3. Per Diem Deductions – select first/last day for first and last day of travel and indicate any meals provided to the traveler (ex: as part of a registration fee).
    4. Account codes 2860, 2861, and 2862.
  15. Meals-Hosted – meal purchased for a group and claimed by a single individual.
    1. Description – provide a business purpose for the purchase and indicate which meal was served (breakfast, lunch or dinner).
    2. How Many People – enter the number of attendees.
    3. Add Additional Attendees – enter the names and affiliations of the attendees. For large events, an attendee list can be attached to the Expense Reimbursement instead.
    4. Account codes 2860, 2861, and 2862.
  16. Mileage – reimbursement for use of a personal vehicle. Do not use this expense type for vehicle rentals or fleet vehicles.
    1. Description – enter information used to determine Transportation ID. Include addresses of originating/destination locations and any additional stops. For situations where privacy is a concern, the exact address is not required.
    2. Transportation ID – choose the appropriate rate – Standard (300 miles roundtrip or less) or Turndown (more than 300 miles roundtrip)
    3. Mileage – enter the roundtrip mileage. The amount is automatically calculated based on the rate and the number of miles. The amount cannot be manually modified.
    4. Account codes 2830, 2831, and 2832.
  17. Misc-Purchases/Supplies – best judgment UW-Madison business-related purchases ($5,000 or less) such as books, copy charges, shipping, etc.
    1. Description – provide a description of the purchase and a UW-Madison business purpose.
  18. Parking – parking charges incurred while conducting UW-Madison business.
    1. Description – enter a reason for the expense and, if applicable, the number of days parked at the location.
    2. Account codes 2870, 2871, and 2872.
  19. Registration Fee – fee charged to attend an event such as a conference, workshop, seminar, training or meeting.
    1. Description – provide the name of the event and a UW-Madison business purpose and identify what is included (meals, etc.) in the fee.
    2. Account codes 2840, 2841, and 2842.
  20. Relocation-Direct Moving Costs – the movement of household goods, transportation of employee and family and additional direct costs associated with the move.
    1. Merchant – select the merchant from the preferred drop-down menu or enter the merchant name in the non-preferred field.
    2. Originating Location – the location the traveler is relocating from.
    3. Expense Location – the location where the expense was incurred.
    4. Account codes 2880 and 2881.
  21. Relocation-Stipend – an Employee Relocation Award provided to cover some or all of an employee’s moving expenses.
    1. Originating Location – the location the traveler is relocating from.
    2. Expense Location – the location the traveler is relocating to.
    3. Account code 2884.
  22. Relocation-Temporary Lodging – cost of temporary lodging associated with a relocation (up to 45 days).
    1. Number of Nights – enter the number of nights stayed.
    2. Merchant – select the merchant from the preferred drop-down menu or enter the merchant name in the non-preferred field.
    3. Originating Location – the location the traveler is relocating from.
    4. Expense Location – the location where the expense was incurred.
    5. Account code 2883.
  23. Taxi/Subway/City Bus, etc. – local transportation charges for taxi, shuttle, city bus, ferry, subway, ride sharing services, etc. including tip.
    1. Description – indicate the type of transportation used, the originating location and destination and a business purpose for the trip.
    2. Account codes 2820, 2821, and 2822.
  24. Train/Bus/Other Long Distance – long-distance transportation charges (non-airfare) such as a bus, train, etc. including tip.
    1. Description – indicate the type of transportation used, the originating location and destination and a business purpose for the trip.
    2. Account codes 2820, 2821, and 2822.
  25. Training/Dev-Job –reimbursements to employees for costs related to job-related training not classified as tuition.
    1. Description – indicate the name of the course taken.
    2. Non-Preferred Merchant – enter the name of the merchant.
    3. Account code 2184.
  26. Travel Agency Service Fee – for use by Athletics only.
  27. Travel Miscellaneous – allowable travel-related expenses not identified by our specific expense type or included as part of M&IE per diem (tolls, internet, visa fees, currency conversion fees, etc.)
    1. Description – provide a description of the expense and a UW-Madison business purpose.
    2. Account codes 2870, 2871, and 2872.
  28. Travel Reduction – reduces the amount of the Expense Reimbursement to a fixed dollar/budget amount for an expense line. Travel reductions cannot be entered by travelers/Alternates; they must be entered by Approvers.
  29. Tuition/Training-Career – tuition and training fees related to taking a class or course, on a UW campus or other accredited University for the purpose of meeting the minimal educational requirements for a job or will qualify the employee for a new trade or business.
    1. Description – indicate the name of the course taken and whether the course is for graduate or undergraduate credit.
    2. Non-Preferred Merchant – enter the name of the merchant.
    3. Account code 2180.
  30. Vehicle Rental – cost of renting a vehicle to conduct UW business.
    1. Description – enter a business purpose for the use of a rental vehicle. Provide a justification if a non-preferred vendor was used.
    2. Merchant – select the merchant from the preferred drop-down menu or enter the merchant name in the non-preferred field.
    3. Account codes 2810, 2811, and 2812.

VII.  Related References


VIII. Revisions

Procedure Number 320.1
Date Approved 7/1/19
Revision Dates 2/26/2020 – added E-Re Estimated Withholding Expense Type

 

 

320 Expense Reimbursement Policy

e-Reimbursement or the Guided Expense Tool (GET) must be used to seek reimbursement for travel-related expenses.  Employees can be reimbursed for certain non-travel-related expenses provided the purchases comply with all other UW-Madison purchasing and accounting policies.

UW-Madison Administrative Policy
Policy # 320

Effective Date: May 8, 2017
Last Updated: July 1, 2020
Last Reviewed: July 1, 2020
Next Review: December 31, 2020

Functional Owner: Controller, Division of Business Services, Dan Langer
Executive Sponsor: Associate Vice Chancellor, Division of Business Services, Dan Langer
Policy Contact: Expense Reimbursement Program Manager, Division of Business Services, Graig Brooks graig.brooks@wisc.edu


Policy Summary

Claimants have 90 days to submit their expense reports.  e-Reimbursement must be used to seek reimbursement for travel-related expenses.  Employees can be reimbursed for certain non-travel-related expenses provided the purchases comply with all other UW-Madison purchasing and accounting policies.  e-Reimbursement must be used to reimburse non-employees for travel-related expenses.  e-Reimbursement cannot be used to pay vendors directly.


Who This Policy Applies To

Faculty, staff, students, and non-employees traveling or using funds and/or resources administered by the University.


Rationale

The University has a managed travel program.  The expense reimbursement policy is designed to ensure reimbursement payments comply with IRS regulations, state law and University travel and purchasing policies.


Policy Detail

I. Accountable Plan.  For travel reimbursements and payments to be considered non-taxable income, the University’s travel policies and operational standards must comply with the IRS Accountable Plan Rules. To be considered an “Accountable Plan,” an employer’s business expense reimbursement arrangement must meet the following conditions:

  • Reimbursements and advances provided to travelers under the plan must be for business related expenses only.
  • Advance payments must be reconciled within 30 days of the end of the business trip.
  • To be eligible for reimbursement:
    • Travel related expenses must be submitted with the required supporting documentation within 90 days from the end of the business trip.
    • Non-travel related expenses must be submitted with the required supporting documentation within 90 days of the date the expense was incurred.
    • Tuition Reimbursement must be submitted with the required supporting documentation within 90 days from the course end date.
    • All reimbursement requests must be resubmitted within 90 days of being sent back for revision.

For extenuating circumstances, Deans, Divisional Dean’s Office Directors, or Divisional Business Office Leadership have the authority to grant exceptions for employees to allow for expense reimbursement, under the Accountable Plan, when the above requirements are not met. Extenuating circumstances for employees may be defined as a serious illness or other unforeseen emergency out of the control of the employee. Employee negligence is not considered an extenuating circumstance. All exceptions to the Accountable Plan granted for employees must meet the following requirements:

  • Completion of an Accountable Plan Exception Request Form detailing the reason why the 90-day timeframe was not met and the Dean’s, Divisional Dean’s Office Director’s or Divisional Business Office Leadership’s approval.
  • The completed Accountable Plan Exception Request Form must be electronically attached to the expense report at the time the report is submitted.

No exceptions will be granted for non-employees for either travel or non-travel related expense reports submitted in excess of the 90 day requirements of the Accountable Plan. Instead, non-employee reimbursement requests submitted in excess of the 90 day requirements of the Accountable Plan must be submitted to Accounts Payable using a Payment to Individual Report (PIR) and charged to Account Code 2620 (Services-Professional).

Expense reimbursements not in compliance with the above accountable plan requirements will be reported as taxable income for the individual reimbursed.

II. Documentation Requirements. All required supporting documentation must be attached electronically to the expense reimbursement. Electronic receipts must be clear and legible.  Efforts should be made to scrub any sensitive information from receipts in order to comply with HIPAA and campus privacy policy.

Receipts are always required for:

  • Airfare
  • Currency processing/foreign transaction fees
  • Fleet vehicle rentals
  • Gasoline for vehicle rentals
  • Hosted meals/events
  • Internet for business use while in travel status
  • Lodging
  • Long-distance train or bus fares
  • Vehicle Rentals
  • All non-travel expenses

Receipts are required when the expense exceeds $25 for:

  • Local transportation (taxi, limo, bus, rail, etc.)
  • Parking
  • Tolls

Receipts are required when the expense exceeds $30 for:

  • Baggage and seat fees

Receipts are never required for individual meals.

In addition to receipts, it may be necessary to retain other supporting documentation to support a reimbursement claim.  The expense report and its attached documentation must provide enough information for an approver, auditor or post-payment auditor to review the validity of the expenses without any follow-up.  Examples of supplemental documentation that would be required include:

  • A conference brochure or agenda which shows the dates of the conference, which meals were provided and which hotel(s) is/are listed as the “conference hotel(s)”
  • Email correspondence or other documentation to support the circumstances surrounding an airfare cancel/change fee, if available

 

III. Claiming Own Expenses. Employees may not claim travel-related expenses for other travelers.  Exceptions:

  • Shared transportation expenses
  • Undergraduate student travel where it would be inappropriate to request students to pay for their own travel expenses. Meals reimbursed under this exception are reimbursed as Business Meals, not individual meal per diems.

Expenses reimbursed under these exceptions must list the name(s) of other traveler(s) for which the employee is claiming expenses.

IV. Business Purpose. When using University funds or requesting a reimbursement from University funds, documentation of a clear business purpose is required so an approver, auditor, site manager, and/or post-payment auditor may reasonably conclude and agree the expenditure is an appropriate business expense. The business purpose, which is defined as one that supports or advances the goals, objectives and mission of the University, adequately describes the expense as a necessary, reasonable, and appropriate business expense for the University. All expense reimbursements must include a University business purpose.

V. Training. Approvers and auditors are required to take expense reimbursement training prior to reviewing expense reports.  Expense Reimbursement Approver/Auditor – Beginner Level training can be found on the Office of Talent Management’s website under Business Services Topics.


Consequences for Noncompliance

Failure to comply with UW-Madison Expense Reimbursement policy may result in disciplinary steps, up to and including dismissal.


Supporting Tools

e-Reimbursement


Definitions

  1. e-Reimbursement: the web-based expense reimbursement submission and review tool.
  2. Non-employee: an individual who does not have an active appointment at the University. Non-employees can be reimbursed for travel-related expenses through e-Reimbursement.
  3. Expense Reports – blanket term for Expense Reimbursements, Travel Authorizations and Cash Advances.
  4. Expense Reimbursement – an Expense Report seeking reimbursement for out-of-pocket expenses.

Responsibilities

  1. Alternate – responsible for creating and submitting Expense Reports on behalf of other individuals.
  2. Division Coordinator – responsible for submitting Non-Employee Profile Setup Forms and Non-Employee Profile Change Requests. Responsible for maintaining the divisional list of approvers and auditors.
  3. Employeesemployees with current appointments are responsible for adding and removing their own alternates. Employees are responsible for ensuring their own Expense Reports are submitted on time and in compliance with University policy.
  4. Approver: aka- Required Departmental Approver – upon submission, expense reimbursements are first reviewed by an Approver. Approvers are responsible for reviewing supporting documentation, for reviewing expense reimbursements for policy compliance, and for reviewing the funding being charged.
  5. Auditor: aka – Required Final Approverall expense reimbursements are reviewed by an Auditor after the Approver. Auditors are responsible for reviewing expense reports for policy compliance.

Link to Related Policies

310 University Travel Policy
311 Air Travel Policy
312 Lodging Policy
313 Meals & Incidental Expenses Policy
314 Vehicle Use/Rental Policy
315 Ground Transportation Policy
316 Registration Fees Policy
317 International Travel Policy


Revisions

Policy Number: 320
Date Approved: May 8, 2017
Revision Dates:

2/19/2020:

  • Changed the receipt requirement for Airfare baggage fees from $25 to $20.  Updated various links.

7/1/2020:

  • Expanded 90-Day rule to include send backs and resubmissions
  • Added parking to receipt requirement (previous oversight)
  • Codified exceptions to “Claiming Own Expenses”