ALL DOCUMENTS MUST BE SUBMITTED TO: firstname.lastname@example.org
Paper documents are no longer accepted.
PLEASE NOTE: An expense report must be completed for every trip taken!
Even if all expenditures were pre-paid and no reimbursement is required.
- to document actual expenditures of trip for reimbursement
- to reimburse traveler for actual expenditures that were approved for official state business
- to provide original receipts showing method of payment with 0 balance due
- to include authorized signatures for actual payment of travel
- to close the open travel requisition
- to provide the final agenda/itinerary and details of trip (complete Travel Expense Detail Sheet if necessary)
How to complete the form
Required Information – all gray areas must be completed
- Requisition Number, Account Number(s) and amounts for each account if there are multiple funding sources
- Name, Department Name, Title, complete Residence, Departing, and Destination addresses, Departure and Return dates and times, Purpose for Trip
- list registration fee, include a paid receipt
- notate if registration was paid using an agency card
- list mode of transportation used with cost and original receipt attached
- list mileage break down if personal car was used on an Automobile Travel Statement (Only round total to nearest mile for TER)
- list cost of lodging expense with original receipt attached (receipt should show zero balance due)
- if lodging expense exceeds per diem, a justification form is required
- list meals by number of days and per diem (round per diem rates up or down) or day trip rate totals, no receipts required, unless charged on travel card.
- list details of all incidentals with cost of each expense separately
- list any prepayments made prior to taking trip, then deduct (in Summary B-E) from total of reimbursement. The total amount should only reflect what is owed to you after the trip. (In some cases, this may be zero – or if an advance was given prior to the trip, you may owe!)
- supervisor and authorized signature for account approval must sign
- Provost or divisional Vice President must sign
Travel expense reports should be submitted electronically to: email@example.com, promptly upon return from trip for a faster reimbursement, but not later than 30 days after trip was taken. Reimbursements will be processed in the form of a direct deposit or a check based on the way the employee’s payroll payment is currently set up.