![]() Procurement - Central process owner for purchasing card program (with oversight from the Controller) and expense reporting system. Minimal use of personal funds, (out-of-pocket (OOP)), because purchasing card charges are paid by the University and.One card for travel and purchasing supplies.Yale’s expense management solution and the Yale Purchasing Card provide the following benefits: Individuals are expected to prepare and submit expense reports, with supporting documentation, within thirty (30) days from the date the expense is incurred. Expenditures must be reasonable and appropriate to the situation and nature of the business conducted by schools and departments and in accordance with this procedure. Expenses associated with grants and contracts may be subject to additional restrictions not specifically covered in this procedure. In cases where personal funds are used, Yale’s expense management solution is used to process the individual reimbursement and issue payment. ![]() Yale’s expense management solution is used in conjunction with a Yale Purchasing Card (PCard) to process PCard transactions. Other job categories such as Associates (ASSO), Consultants (CON), Fellows (FEL), Volunteer Faculty (VF), and Students other than noted above should be reimbursed for University business expenses via the Workday Create Supplier Invoice Request (formerly Check Request) process. Individuals in the following job categories may be authorized to use Yale’s expense management solution: Faculty (FAC), Management & Professional (M&P), Clerical Technical (C&T), Service Maintenance (S&M), Student Non-Hourly (STN), Student Hourly (STH), Casual (CAS), Postdoctoral Associates (PDA), Postdoctoral Fellows (PDF), and Retirees (RET). Yale’s expense management solution (Workday Expenses) should be used to submit expense reports for PCard and out-of-pocket expenses incurred while conducting University business. Overview Yale’s Expense Management Solution (Workday Expenses) ![]()
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