Employee Reimbursements Tutorial

Most reimbursements will be for a single trip where there are no gaps in travel dates. However, for Extension and some other departments, a Reimbursement may have gaps of several days between when expenses are claimed. This section offers a shortcut for navigating between the gaps in dates, and gives a reminder about entering the correct Depart Time, Return Time, Departure City and Destination City for each day’s expenses.

In this example the traveler took a day trip to Urbandale on May 1, and another trip on May 15. To allow multiple day trips on a single Reimbursement I had to enter the Begin Date and End Date on the Travel Dates and Purpose screen to encompass the whole trip. In the example below the traveler used 05 01 2007 through 05 15 2007.

When using an extended period like this, the system assumes that it is one continuous overnight trip from May 1 through May 15. If this is not correct, you will need to adjust the Depart Time and Return Time on each of the daily expense panels to show that it was not an overnight trip.

In the example below, the default setting for the Return Time was Overnight, which the traveler changed to 6:15 PM, to reflect the end of that individual trip.

Also, at the bottom of the screen the traveler put the date of 05 15 2007 in the Continue to field. This allows the traveler to skip forward to 05 15 2007 when entering expenses, instead of merely advancing to 05 02 2007. When entering expenses on 05 15 2007, the traveler must remember to complete both the Depart Time and Return Time, rather than simply accepting the default settings.

This page was last updated on February 16, 2016.

Continue to Restrictions on Non-Travel Reimbursements