Business and Finance Services shares these tips to ensure your travel related expense reports are successfully submitted and approved.
- When submitting Spend Authorizations or Expense Reports for conference and meeting travel, you are required to upload an agenda in Workday. For Spend Authorizations, a website and notation is acceptable in place of a formal agenda when necessary; however, an Expense Report must have an agenda attached. Be sure the agenda shows location(s), date(s), and a schedule.
- Include the destination city and state in the Business Purpose field on Spend Authorizations and Expense Reports.
- For clarity, avoid the use of acronyms.
- Receipts for travel must show payment was made and an itemization of the expenses.
- Receipts must be in PDF format in Workday. PDF or JPEG format is acceptable in the Workday Mobile App.
- Reimbursement is not allowed if travel expenses are paid with personal credits or mileage points.
- To avoid duplicate transactions, double-check that a Spend Authorization or Expense Report are not already in process of complete.
For additional assistance with travel-related reports, please reference the travel section of the WSU Business Policies and Procedures Manual.