Business Operations Service Catalog
Expense Reports (EXP) are created to process P-Card charges and reimburse out-of-pocket expenses incurred while conducting University business. Expense Reports are also used to clear Spend Authorization.
Typical expenses processed with Expense Reports include:
- Business meals
- Travel costs
- Purchase of goods
- The preferred purchase method is SciQuest.
Purchasing Card Policy
Per Policy 3215 Yale Purchasing Card, individuals are expected to prepare and submit expense reports with supporting documentation within thirty (30) days of incurring the expense.
Note: PCard suspension will now occur 90 days from the expense occurrence date.
Click here to access Workday.
Finance Foundations - New Training
Finance Foundations is an onboarding program for staff new to a finance-related role as new hires or transfers from within the university. The program provides the foundational knowledge and skills needed to fulfill the roles and responsibilities of a financial professional in the Yale community. Click here for the foundational training in Creating Expense Reports
Provides information on how to break out/itemize the business travel for mock flights | ||
Helpful Airfare Class Codes | ||
A Business Purpose MUST include the 5 W's - Who, What, Why, When, and Where | ||
Supporting documentation for online purchases whether a receipt or a confirmation must be included | ||
A complete list of supporting documentation requirements | ||
Expense Report Reminders |
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Expense Report Status |
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Workday Training Guide | ||
Frequently Used Expense Item and Spend Category (Spending Categories SC) | List of frequently used Expense Items vs. Workday Spend or Revenue category. **Please note, these categories do change from time to time. So, Business Operations may request you to use a different Spend Category or Expense item. | |
How to approve out-of-pocket expenses | ||
Help with the decision to use an expense report (EXP) vs. supplier invoice request (SIR) | ||
Study Subject Instructions | To clear/reconcile transactions related to any online study platform. All deposits should be cleared within 30 days per the University PCARD policy. | |
University Expense Report Tool Kit | Expense Reports (EXP) are created to process P-Card charges and reimburse out-of-pocket expenses incurred while conducting University business. Spend Authorizations are also cleared via the Expense Report process. | |
Workday Mobile App | Did you know? Workday provides a mobile application for iPad, iPhone, and Android devices. You can use the Workday app for multiple tasks including approving expense reports, requesting a quick expense report or entering time off. | |
Yale PCard and travel Policies, Procedures and Forms |
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Yale Workday Expense Report Training Guides and Tools |
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