Uw madison e reimbursement

Appropriate account coding of all travel reimbursements is required for accurate University reporting of expenditures.

The university has a managed travel program. The expense reimbursement policy is designed to ensure reimbursement payments comply with Internal Revenue Service IRS regulations, state law, and university travel and purchasing policies. Claimants have 90 days to submit their expense reports. Employees can be reimbursed for certain non-travel-related expenses provided the purchases comply with all other UW—Madison purchasing and accounting policies. Extenuating circumstances for employees may be defined as a serious illness or another unforeseen emergency out of the control of the employee. Employee negligence is not considered an extenuating circumstance.

Uw madison e reimbursement

See Procedure Sign into e-Reimbursement. Click the Expenses tile. This is an accordion element with a series of buttons that open and close related content panels. View General Information video. View Expense Entry video. Click Review and Submit once all expenses have been entered to go to the Expense Summary page. View Expense Summary video. Sign into e-Reimbursement View Expense Report video. If working as an Alternate, change employees using the blue arrow in the top-left corner next to your name. Employees are responsible for assigning and removing their own alternates. See instructions in Procedure There are no system-generated requests; requests must be done manually e. For more information on working as an Alternate, see Working as an Alternate in e-Reimbursement.

If necessary, modify the Accounting for this expense line. Additionally, new student lodging account codes and expense type are now in production. View Expense Summary video Fix any errors to clear the red flags prior to submission.

It is the responsibility of the traveler to understand and comply with UW Travel policies! Please acquaint yourself. Contact the Travel Coordinator Chad Minnema or your travel alternate to discuss your upcoming travel to ensure adherence to policy and maximum reimbursement of travel expenses. Travel alternates are:. This is an accordion element with a series of buttons that open and close related content panels.

How to plan your UW—Madison business trip and determine the best options for transportation and lodging. Get reimbursed for your travel and non-travel related expenses. On July 1, , travel bookings managed by the Universities of Wisconsin required contracted vendor, Travel Incorporated, will be transitioned to Fox World Travel. Learn more on the TravelWIse agency transition webpage , which includes transition-specific webinar registration. Various elements of UW—Madison travel policies and web content needed changing to match UW System policy and other important changes i. Noted changes are effective immediately.

Uw madison e reimbursement

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. This document details the required procedures for reviewing and approving an expense report in the Shared Financial System.

Meditation music ten minutes

View the expense line funding by expanding the two grey arrows. Auditors Auditors are not pooled. If you are unable to access the system during this time, please try again later in the day. Back to top Back to top IV. U niversity of W isconsin —Madison. All expenses must support a University business purpose. Check the box next to the attestation statement. Back to top Back to top III. Expense Summary — assign Cash Advances and Travel Authorizations and review the details of the trip prior to submission. Travelers may not claim travel or related expenses for other travelers. Payment Employee Profile Payment will be made via the payroll method of payment on file. Transportation Policies Back to top Back to top. For Hosted Events and Business Meals, alcohol and meal overages must be split onto separate funding lines. Procedure — How to Assign an Alternate. Back to top Back to top.

See Procedure

To track any student lodging expenses for compliance with the Clery Act. Expense reimbursements for Non-Employees or recently-terminated Employees are created and submitted by Alternates. U niversity of W isconsin —Madison. Click Review and Submit — Alternates and travelers must ensure the accuracy of the expense report prior to submission. View the expense line funding by expanding the two grey arrows. Documentation for the Approver. Required for all e-Reimbursement approvers and auditors. Waiting for payment processing. Approvers Approvers are pooled. Credit card statements alone to not meet the receipting requirements. Expense report: contains a categorized and itemized list of expenses that were made on behalf of University of Wisconsin—Madison. Recommended for frequent travelers and alternates. Appropriate account coding of all travel reimbursements is required for accurate University reporting of expenditures. Default Location — Primary location of your trip. Any advance payments must be related to the business expenses that a traveler or employee is expected to incur.