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.
Expense Report Ticketing
Rhonda Evans (Unlicensed) will generate an Expense Report ticket in Jira each time she receives a notification from Workday for P-Card transactionsEmail receipts to commsfinance@yale.edu, which will generate a ticket. Please upload the documentation outlined below to this ticket within 3 business days of receiving the requestmaking the purchase, attaching all documentation and receipts as PDFs to the email. You should always try to use a P-Card for approved purchases.
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For reimbursement requests from your personal credit card, pleasecomplete createemail receipts and documentation or create a ticket:
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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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