When itemizing a lodging expense on an expense report, always complete the “Allowable Total” field on the “Room Charge” component. Filling this in will automatically check the amount spent compared to the per diem limit for the travel destination. Leaving this field blank will result in unnecessary compliance warnings (i.e., extra steps for you), and will require manual review of the costs before approval. Bonus Tip! Lodging itemizations do not need to be broken out by date, but can be submitted as category subtotals for the entire stay.
When finalizing a purchase, please be aware of any sellers that offer and/or include an automatic round-up for charity. While it can be good to support various causes, the University is prohibited from making charitable donations, so these cannot be included when the University is paying (e.g. PCard, TCard, or reimbursement) for the purchase. This type of expense must be removed from expense reports before approval.
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