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Note: This job aid is not for staff reimbursements out of departmental funds. Staff should use Workday to submit their reimbursement requests.
Step 1. Dashboard
- Select the Account Book tab on your organization’s dashboard.
Step 2. Selecting the Transaction Type
- Click on the Payment/Budget Request button
Step 3. Budget
- Select the current budget year in the drop down menu.
Step 4. Details
- In the Transaction Type, always choose Reimbursement.
Step 5. Details continued
- Fill in the description box with a short description of what was purchased.
Step 6. Amount
- Under Revenue/Expense dropdown choose EXPENSE.
- If reimbursement comes from SAFAC funds, enter the pre-tax total in the From Allocated line.
- If the reimbursement comes from Group Funds, enter the pre-tax total in the Group Funds line.
- If you are splitting the payment between the two funds, enter the pre-tax amount in each line.
- Reminder St. Norbert College does not reimburse individuals for any tax paid.
Step 7. Additional Information
- Upload the receipt in PDF format only.
- Enter the name of the person that is being reimbursed.
- Note: if the charge is from an on-campus department, list the department name in the Payee/Vendor area. (ie..Print Center)
- Click Next
Step 8. Budget and Payment Requests Details
- Enter the name of the Payee/Vendor in the box, same name as in step 7.
- Click Submit form for Approval
