To request reimbursement for a non-travel, non-hospitality expense, you must create an expense report using the following process. You can assign a delegate to act on your behalf.
Create the Report:
From the home page, select Create Expense Report.
Select Employee Expense - Non-Travel as the Report Type.
Complete required fields (marked with a red asterisk), including Report Name, Report Start/End Dates, Business Unit, Fund, and Department.
Add Expenses:
Select Add Expense within the report.
Choose Manually Create Expense to select or search for the appropriate expense type, such as "Supplies".
Enter transaction details, including Transaction Date, Vendor Name, City of Purchase, and Amount.
Attach Documentation:
Select Add Receipt to upload or drag and drop supporting image or PDF files (5MB limit per file).
If a receipt is lost, you may navigate to Manage Receipts > Missing Receipt Declaration to complete a required acknowledgement [only available to the requester, not a delegate].
Finalize and Submit:
Itemize expenses if a single transaction should be split across multiple expense types.
Allocate expenses if they need to be charged to multiple chartfields.
Review the Report Totals to see the amount due for reimbursement.
Select Submit Report to send it for approval.
Notes:
If there is a Hospitality-related expense, please refer to the Hospitality FAQ.
For travel-related expenses, create a Travel expense report instead, using report type Employee Expense – Travel or Employee Expense – Travel (Local/Mileage).