Uw madison e reimbursement

March 19 pm - pm.

This procedure explains how to review and approval expense reports in e-Reimbursement, the Expense module of the Shared Financial System SFS , from the perspective of an Approver or Auditor. Procedure All payments made to employees and non-employees for reimbursement of out-of-pocket expenses are initiated in e-Reimbursement, the Expenses module of the Shared Financial System SFS. Expense reports are reviewed by an approver and an auditor prior to payment. Approval routing is based on the Department ID referenced in the funding allocation for each expense line. When an expense report is ready for approval, approvers and auditors will receive an email notification prompting them to take action. Approvers and auditors must review expense reports for policy compliance, appropriateness of expenses, accuracy of accounting, and necessary supporting documentation.

Uw madison e reimbursement

How to get reimbursed for UW—Madison travel-related and non-travel-related expenses. UW—Madison employees are reimbursed for out-of-pocket travel-related expenses in accordance with UW—Madison travel policy. Employees are responsible for following travel policy, retaining required receipts, and submitting expense reports in a timely fashion. Expense reimbursements sent back to the traveler for correction must be resubmitted within 90 days of being sent back. Travelers may seek reimbursement for airfare, registration fees, lodging, and vehicle rental reservation guarantees at the time payment is made. All other travel expenses are reimbursable after the trip is complete. Back to top Back to top. Employees get reimbursed by submitting an expense reimbursement through e-Reimbursement. Once submitted, expense reimbursements are reviewed by at least two levels of approval. Access e-Reimbursement How to create, modify, and resubmit an expense reimbursement.

Contact roles and responsibilities Approver: Upon submission, expense reports are first reviewed by an approver.

Appropriate account coding of all travel reimbursements is required for accurate University reporting of expenditures. Then select " Travel and Type - Expenses" from the drop down to find the appropriate account code. All travel expenses reimbursed from university-administered funds must be done in compliance with the university travel policies, regardless of the funding source i. Regardless of payment method or reimbursable costs, all travel related expenses are to be timely reconciled on a travel expense report for full accounting of the total trip cost and be documented with an official University business purpose. Expenses recorded on a travel expense report must be recorded by travel expense type, location of expense, supplier if required for expense type , date expense was incurred, payment method i.

How to get reimbursed for UW—Madison travel-related and non-travel-related expenses. UW—Madison employees are reimbursed for out-of-pocket travel-related expenses in accordance with UW—Madison travel policy. Employees are responsible for following travel policy, retaining required receipts, and submitting expense reports in a timely fashion. Expense reimbursements sent back to the traveler for correction must be resubmitted within 90 days of being sent back. Travelers may seek reimbursement for airfare, registration fees, lodging, and vehicle rental reservation guarantees at the time payment is made. All other travel expenses are reimbursable after the trip is complete. Back to top Back to top. Employees get reimbursed by submitting an expense reimbursement through e-Reimbursement. Once submitted, expense reimbursements are reviewed by at least two levels of approval. Access e-Reimbursement How to create, modify, and resubmit an expense reimbursement.

Uw madison e reimbursement

March 19 pm - pm. March 27 - March April 18 pm - pm. April May 21 pm - pm. See all events. Both SFS and WISER are generally available for use outside the supported hours, but users should be aware that many processing activities take place overnight and response times may vary significantly.

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See instructions above on how to navigate and submit Expense Reimbursements. SFS Branding Memo. Current UW employees must submit their own expense reports. Travel and Expense Reimbursement Updates — July Several travel and expense policy changes went into effect July 1, February 12, Expense Report Summary — Note the amount due to the Employee is the relocation stipend amount less the withholding. Expenses must be split at the funding line level within one expense line. Approvers are responsible for reviewing supporting documentation, reviewing expense reports for policy compliance, and reviewing funding being charged. Choose your headquarter city for non-travel Expense Reimbursements. To track any student lodging expenses for compliance with the Clery Act. While in the summary view of an expense report in your approval queue, click the Expense Details link. Purchasing card payments registrations, airfare, etc must be included and entered as a Prepaid Purchasing Card with a note in the description box with the card holders name. Study abroad — Expenses incurred by travelers faculty or students for study abroad or other international education programs. Expenses for social events or non-business related activities, such as sightseeing tours, sport outings, excursions, etc. Click the Add a New Value tab.

See Procedure Sign into e-Reimbursement.

View Expense Entry video. Modify and submit in-process expense reimbursements. It will be in the Awaiting Approval list. Business Purpose — Choose the one that best describes the reimbursement. Review process details UW Business Services Click on Access E-Reimbursement Click on Expenses button Click on Create Expenses Report Enter all necessary information on the General Information page make sure to check the Accounting Defaults and correct if necessary Then click either on Add Expense or Quick Fill Add Expense lets you enter your expenses one by one Quick Fill lets you select expenses for the whole trip more of a pre-fill form Once you have everything filled out, click on the Review and Submit button You can click on View Printable Report to easily check to make sure all expenses were entered When you are satisfied with your report, click on Submit and follow the prompts. Expense line errors display above the expense details. To change the funding on an individual expense line, click on the Accounting Details to expand the funding string for the expense line. New report must be updated e. Expense report: An expense report contains a categorized and itemized list of expenses that were made on behalf of University of Wisconsin-Madison. Please acquaint yourself. This saves any changes made to the expense report and routes you back to your approval queue. Purchasing Card: University-liability credit card that can be used for travel and non-travel expenses. For expense reimbursement questions, please email Expense Reimbursement Program Manager Allie Watters at expensereimbursement bussvc. Alert : The Expenses module is programmed to highlight certain alerts to approvers and auditors, e. Documentation Requirements : Review documentation in accordance with documentation requirements outlined in Policy UW, Expense Reimbursement.