Employee Reimbursements Tutorial

Fund Accounts

Up to three per reimbursement, which are chosen after all expenses are entered.

Up to three per receipt, which are chosen as each item is entered.

Class Codes

Automatically assigned as 22180 for domestic or 22190 for foreign.

Many class codes are available from a drop-down menu.

Expense Entry

One screen for each calendar day, including several receipts per screen.

One screen for an individual receipt, which may mean several screens for an individual day.

Subsequent Reimbursements

If you find another receipt after you submitted expenses for approval, you can do a second reimbursement on the same Rmbrs #

Once your have sumbitted a Non-Travel Reimbursement for approval, you cannot add another receipt. You must start a second Rmbrs #.

Receipts

Receipts under $75.00 are not required, except for lodging, which always requires a receipt.

Receipts are required for all items, regardless of amount.

Audit Selection

A sampling method selects certain reimbursements for audit, with immediate notification after the last approver has approved.

All Non-Travel Reimbursements will be selected for audit, with immediate notification after the last approver has approved.

Document Identifiers

Formerly Event #, now both Travel and Non-Travel are Rmbrs #.

Rmbrs #

Names of Payees

Formerly Traveler, now both Travel and Non-Travel use Payee

Payee

Location of the menu option for the Confirmation of Expenses

Rmbrs Request was formerly under the Browse heading, and is now under Process Travel-Route

Update NT Rmbrs is located under the Process Non-Trvl-NT Update heading.