Processing Reimbursements Final (R)

Processing Reimbursementsand

Expense Reports

Advanced Light Source

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Enter Name or ID #

Select Action Select DateEnter Name of EventSelect Business Location

Click Go

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Click Yes

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Select appropriate from drop down

Enter the appropriate information Click Next

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Enter Project ID & Activity Code

Enter city/state in two places

Check “Use Actual Lodging” or “Use Actual M&IE” if needed Enter amount - Divide travel amount by amount of days

Click Next

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If it is not a workshop, meeting or seminar you will NOT see this screen

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Click OK to add airfare expense or other expenses or just update totals

Check to see If you have the correct PID

Click Save & Attach Receipts add airfare expenses or just update totals

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Click & Attach a receipt to show proof of flight – payment must show last #’s of visa/mc

Click, After attaching 8

Click Save & Select Approver 9

Click Jerry KekosOR the appropriate approver

Click OK

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Make sure everything is correct, you can add Trip Comments, if needed.

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Click Submit for Certificate

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