Each time you spend money on your p-card or request a reimbursement, an expense report must be generated through Workday by Rhonda and approved by various levels of administrators in YSM or Yale Medicine. Below are pertinent requirements.
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Rhonda Evans (Unlicensed) will generate an Expense Report ticket in Jira each time she receives a notification from Workday for P-Card transactions. Please upload the documentation outlined below to this ticket within 3 business days of receiving the request. You should always try to use a P-Card for approved purchases.
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For reimbursement requests from your personal credit card, please complete create a ticketby:
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Requirements
Always Required
Receipt: You must provide a receipt for all purchases. If it is a restaurant receipt, please include the attendees in a comment in the ticket.
Business purpose: Please include a business purpose in the ticket comments that includes relevant information like why, where, how, etc.
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