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Spend

Expense reports

Build a report

Section titled “Build a report”
  1. Open Expenses and start a report: title, trip dates and destination, and the public purpose.
  2. Add lines: airfare, lodging, meals, per diem, mileage, ground transport, registration, supplies or other. Attach a receipt to each line that needs one; Spend reads it for you.
    • Mileage is computed from the miles and the policy rate (one way or round trip).
    • Per diem is computed from the destination and nights under your policy.
  3. Submit the report.

Lines are checked against policy as you go, including whether a charge was already paid on a P-Card.

Approval

Section titled “Approval”

Your supervisor approves first. Reports that are flagged, at or above $2,500, or picked in the 10% sample also go to the expense coordinator.

If a report is returned, fix what the note asks and submit it again; its history is kept.

Reimbursement

Section titled “Reimbursement”

Approved reports post to your ERP (Workday or Oracle EBS), which pays you. The reimbursement is read back daily and shown on the report.