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University Services: Strategic ProcurementTravel and Expense Reimbursement FAQs NEW INFORMATION THIS WEEK IS HIGHLIGHTED IN YELLOW Concur Profile: 1. How do I update my profile within Concur? A: Instructions

How to fill out travel and expense reimbursement

How to fill out travel and expense reimbursement:

1. Obtain the travel and expense reimbursement form: Start by acquiring the travel and expense reimbursement form from your employer or appropriate department. This form is typically available online or can be obtained from your company's HR or accounting department.
2. Fill in personal details: Begin by providing your personal information such as name, employee ID, department, and contact details. Make sure to fill in all the requested information accurately.
3. Specify the purpose of travel: Indicate the reason for your travel, whether it is for business meetings, client visits, training, or any other relevant business purpose. Be clear and detailed about the purpose of your trip.
4. Provide travel details: Fill in the necessary information related to your travel, such as the departure date, return date, mode of transportation used, and the destination. Include any additional notes or comments if necessary.
5. Record accommodation and meal expenses: List all the expenses related to your accommodation during the travel period. This includes hotel expenses, Airbnb charges, or any other forms of lodging. Additionally, record the costs of your meals and other incidental expenses incurred during the trip.
6. Document transportation expenses: Include details of transportation expenses you incurred during your travel. Whether it is airfare, train tickets, mileage, or car rental costs, make sure to provide accurate information backed by receipts or supporting documents.
7. Attach supporting documentation: As evidence for your expenses, attach all the relevant receipts, invoices, and supporting documentation to your reimbursement form. Ensure that these documents are legible and can be easily verified.
8. Complete any required accounting codes: If your organization requires specific accounting codes for expense reimbursement, make sure to include them. This will help in streamlining the reimbursement process and ensure proper allocation of expenses within the company's accounting system.
9. Sign and date the form: Read through the completed form to ensure accuracy and completeness. Sign and date it in the designated area to certify that all the information provided is accurate to the best of your knowledge.
10. Submit the reimbursement form: Once you have filled out the form completely and attached all supporting documentation, submit it to the designated department or individual responsible for processing reimbursement requests. Follow any specific instructions provided by your company regarding submission procedures.

Who needs travel and expense reimbursement?

Travel and expense reimbursement is typically needed by employees who incur business-related expenses during their travel for work. This can include sales representatives, consultants, executives, or any employee required to travel for company-related purposes. Reimbursement ensures that employees are reimbursed for authorized expenses and are not personally burdened with the costs incurred while conducting business on behalf of the company. Proper documentation and adherence to company policies are essential for requesting travel and expense reimbursement.

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What is travel and expense reimbursement?

Travel and expense reimbursement is the process by which an individual is compensated for expenses incurred while traveling for business purposes.

Who is required to file travel and expense reimbursement?

Employees who incur business-related expenses during travel are typically required to file for travel and expense reimbursement.

How to fill out travel and expense reimbursement?

To fill out travel and expense reimbursement, one must provide detailed information about the expenses incurred, such as receipts, purpose of the travel, dates, and amounts.

What is the purpose of travel and expense reimbursement?

The purpose of travel and expense reimbursement is to ensure that employees are fairly compensated for expenses incurred while conducting business on behalf of their organization.

What information must be reported on travel and expense reimbursement?

Information such as receipts, dates, purpose of travel, and amounts must be reported on a travel and expense reimbursement form.