Miscellaneous Employee Expense Report
Module: Expense
Business Process #: EX - 5
Purpose of Process: To process employee expense reports for miscellaneous reimbursable expenses.
| Step | Individual | Activity |
| 1 | Employee | Employee incurs expense on behalf of the University and is eligible for reimbursement. |
| 2 | Employee/Delegate | Prepares miscellaneous employee expense report using PeopleSoft Financials. |
| 3 | Electronic Process | Electronically submits Miscellaneous Employee Expense Report to Department Manager 1 for approval. |
| 4 | Employee/Delegate | Prints final copy of Miscellaneous Employee Expense Report and staples all required receipts (no paper clips). |
| 5 | Employee | Employee signs final copy of Expense Report |
| 6 | Employee | Sends via campus mail the final, signed copy of Miscellaneous Employee Expense Report, with all receipts attached, to the appropriate approval authority. All project/grant accounts must also be signed by the PI and submitted to the Office of Sponsored Operations for approval. The Office of Sponsored Operations will review and route documents to the Post-Grants Office in the Department of Budget Services. The Post-Grants Office will review and route documents to the Office of the Controller. |
| 7 | Department Mgr 1 | Ensures a valid budget check, reviews and approves Miscellaneous Employee Expense Report through workflow and electronically submits to Department Mgr 2, if required, for approval. |
| 8 | Department Mgr 2 (if required) | Reviews and approves Miscellaneous Employee Expense Report through workflow and electronically submits to AP Auditor for approval. |
| 9 | AP Auditor | Matches electronic Miscellaneous Employee Expense Report to signed, hard copy of report with supporting receipts. Submits to Purchasing Services for approval. Once approval is received and document is reviewed, processes expense report for payment. |
